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 hrservice@syr.edu.


Coronavirus and Your Finances

Employees are facing many uncertainties right now. Coping with financial challenges can increase stress and anxiety and result in costly mistakes. This Carebridge presentation will focus on actions employees can take to protect their finances. Attention will be given to common financial mistakes individuals may engage in during times of crisis and how to avoid them.

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Planning for Diminished Capacity and Illness

Tuesday, June 16 at noon

Aging can change many things in a person’s life, including the ability to manage one’s own money. This TIAA webinar will focus on the important documents you should consider putting in place, as well as the various options, including funding for long-term care.

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Inside Money: Managing Income and Debt

Tuesday, June 16 at 3 p.m.

This TIAA presentation will focus on how you can help make your money work harder by using your cash flow more effectively, developing good saving habits and better managing debt.

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Retiring in the “New Normal”

Wednesday, June 17 at noon

We all know how important it is to save for retirement. This TIAA presentation brings all of the risks to light so you have a better understanding of what you may be facing and what you can do about it, especially in this new environment. Namely, shifting your strategy from just growing your money to protecting what you’ve saved as it grows.

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Responsible Investing: Portfolios with Purpose

Thursday, June 18 at noon

Make an impact with a social choice. Did you know that responsible investing enables you to align your social and environmental principals with your financial goals? This TIAA webinar focuses on the factors that make an investment socially responsible, the history of responsible investing, and ways to incorporate responsible investing into your investment strategy.

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Equally Prepared: Financial Planning for the LGBTQ Community

Tuesday, June 23 at noon

This presentation offered by TIAA focuses on the specific challenges faced by the LGBTQ community—both financial and legislative, even with the U.S. Supreme Court’s marriage equality ruling—and potential solutions to address them.

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The Power of Saving

Thursday, June 25 at noon

Do you live in the moment, or plan for the future? This TIAA seminar offers strategies and potential solutions when it comes to saving money. You will learn tips for managing your finances which may help you find the freedom and confidence to pay your bills, achieve your goals, and even save for a rainy day.

Register today