Financial Planning Webinars

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

If you require accommodations, please contact Human Resources at 315.443.4042 or

Personal Money Management

This very practical and useful Carebridge presentation addresses issues related to developing a budget, understanding credit and coping with debt. Add to your knowledge and understanding of finances to help reduce your debt, learn how to avoid common mistakes, and develop strategies to protect your financial security.

Register to watch a recording of this webinar on-demand.

Retirement plans—Know the rules

Tuesday, Nov. 12 at noon
Your retirement assets will play a significant role in creating your retirement income, however, there are many rules surrounding your use of these assets. When can I start taking distributions? When must I start taking distributions? What happens when I leave them to my loved ones? Join this webinar hosted by TIAA to get the answers to all of these questions and more.

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Attention to Detail: Financial finishing touches for women

Tuesday, Nov. 12 at 3 p.m.
Am I ready to retire? How do I know if I have enough? How do I plan my income? What should I look out for as I plan and even after I am retired? Financial success can often complicate your life and TIAA aims help you answer those questions and more.

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Market-proof Your Retirement

Wednesday, Nov. 13 at noon
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.

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Paying Yourself: Income options in retirement

Wednesday, Nov. 13 at 3 p.m.
Join this webinar hosted by TIAA to learn the rules that govern retirement assets and find out when to consider using different income sources.

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Halfway There: A retirement checkpoint

Thursday, Nov. 14 at 3 p.m.
Give yourself a mid-career financial checkup to evaluate your current savings, formulate a plan to help pursue your savings goals and manage competing financial priorities.

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How to Keep Your Holiday Spending on Budget

Monday, Nov. 18 at noon
Looking for tips on how not to break the bank this holiday season? This Carebridge webinar offers useful strategies on budgeting techniques that will help you avoid overspending, discover technologies to assist you when shopping, and consider the true meaning of the holidays when it comes to gift giving and hosting parties—and much more.

Register to watch a recording of this webinar on-demand.