Financial Planning Webinars

Keep your financial goals on track with TIAA’s live webinars

Register today at tiaa.org/webinars

If you require accommodations, please contact Human Resources at 315.443.4042 or hrservice@syr.edu.


Within Reach: Transitioning from career to retirement

Monday, August 19 at 3 p.m.
You can plan ahead to help make the most out of your retirement—from paying yourself to allowing for taxes, healthcare and estate planning wishes.


Special Topic: Market-proof your retirement

Thursday, September 12 at 3 p.m.
In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA).


Special Topic: Asset Location—A practical guide for income and estate planning

Tuesday, September 17 at 12 p.m.
We often think about our investments in terms of how much we should invest in stocks or bonds or other investments so that we can achieve the greatest return according to our own risk tolerance, goals and time frame. Equally as important is where those assets are located to maximize the benefits of different account types—usually to minimize taxes. Learn about how the location of your assets may impact your retirement income and your beneficiaries.


She’s Got It: A woman’s guide to saving and investing

Tuesday, September 17 at 3 p.m.
You can discover saving and investing strategies developed especially for women and how you can put them into action.


Money at Work 2: Sharpening investment skills

Wednesday, September 18 at 12 p.m.
Feel more secure in your savings strategy by verifying you’re on the right track. And if you’re off track, know what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible.


The Starting Line: Beginning to save for retirement

Wednesday, September 18 at 3 p.m.
You can learn how to evaluate and manage debt, find additional ways to save, create a budget and begin to plan for retirement.


Special Topic: An Introduction to Alternative Investments—Real Estate

Thursday, September 19 at 12 p.m.
Learn about the role of real estate investments in a retirement portfolio and an introduction to the TIAA Real Estate Account.


Healthy Numbers: Integrating healthcare into your retirement plan

Thursday, September 19 at 3 p.m.
You can learn and plan for the cost of healthcare in retirement, including supplemental insurance, and the real benefits and costs of Medicare.