Financial Wellness Events

Keep your financial goals on track with special events and webinars offered by TIAA and Carebridge

Build Your Financial Know-How Workshop Series

A dynamic series of financial wellness workshops for faculty and staff are available on demand. Offered in partnership with, Carebridge, the University’s faculty and staff assistance program, the series provides a practical approach to enhancing your financial aptitude while focusing on actions you can take to protect your finances.

Coping with financial challenges can increase personal stress, and if not managed correctly, result in costly mistakes. Becoming more conscious about your financial wellness starts with building your financial know-how. No matter what chapter of your life you are in, you can always begin, change or improve your financial story.

Each workshop is about one-hour in length. Expand the accordion below for more information and register to receive the links to view the workshops.

Workshop 1: Managing Your Personal Finances
Personal budgeting is a roadmap to success. The key to tracking your personal budget plan is to find a method that you understand, enjoy using, and fits your lifestyle. Learn how to create and maintain a budget plan, strengthen your money management skills, and become more proactive and less reactive with your finances.

Workshop 2: Gaining Control of Debt
There can be many different reasons why people get into financial jams, and almost everyone struggles with financial problems at one time or another. This workshop examines how to evaluate debt responsibilities, consolidate debt, and work with creditors to effectively reduce debt. This very practical and useful training can help you get on the right track to better manage personal finances.

Workshop 3: Developing a Savings Strategy
This workshop will review how to create a spending plan and the steps needed to develop a savings strategy. In addition to understanding the basics of investing, become familiar with the possible risk and rewards associated with various savings and investment choices. There are many savings and investment alternatives, and you will want to evaluate each before choosing the best option for you.

Register to receive links to view all three workshops.

Upcoming Live Webinars Presented by TIAA

Each webinar is about one-hour in length. Expand the accordion below for more information on the sessions available and to obtain the link to register.

Visit TIAA.org/webinars to register for the live webinars listed below or watch past presentations on demand.

  1. Understanding Health Savings Accounts (HSAs)
    You may know about the tax advantages of contributing to a Health Savings Account (HSA) but did you know that HSAs are also a way to save for healthcare in retirement? This webinar will help you understand unique aspects of HSAs, including how they help account owners pay for current healthcare expenses and save for those in the future. This webinar will be held on Thursday, Oct. 7 at 3 p.m. (ET).
  2. Looking to turn your retirement savings into a “paycheck” for life? 
    You diversify your investment portfolio before retirement to help offset risk. A similar strategy can help see you through retirement. Learn how creating a diversified income plan—one that uses a combination of income sources and includes annuity income that’s guaranteed for life—can help reduce the risks you may face in retirement and ensure you have income that never runs out. This webinar will be held on Tuesday, Oct. 12 at noon.
  3. Quarterly economic and market update with TIAA’s Chief Investment Strategist
    Take a closer look at TIAA's views on the financial markets, including key market drivers, the U.S. economy, policy and politics, and investing in public markets. This webinar will also cover the challenges that investors face and how to navigate them. This webinar will be held on Wednesday, Oct. 13 at noon.
  4. Paying Yourself: Income options in retirement
    Learn the rules that govern retirement assets and find out when to consider using different income sources. This webinar will be held on Wednesday, Oct. 13 at 3 p.m.(ET).
  5. Within Reach: Transitioning from career to retirement
    Learn how to plan ahead to help make the most out of your retirement—from paying yourself to allowing for taxes, healthcare and estate planning wishes. This webinar will be held on Thursday, Oct. 14 at noon.
  6. Be a Cyber-Hero: Help protect you, your family and your money
    Are you concerned about identity theft and your family’s security online? TIAA’s Information Security team will discuss how you can protect yourself and your family from cybercriminal social engineering. This webinar will be held on Thursday, Oct. 14 at 3 p.m.(ET).