Keep your financial goals on track with special events and webinars offered by TIAA and Carebridge
Build Your Financial Know-How Workshop Series
A new financial wellness workshop series for faculty and staff is available virtually through Carebridge. 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.
Attend at a time that is convenient for you! The workshops are available as recorded webinars. Each workshop is about 45 minutes in length. Expand the accordion below for more information and to register.
Build Your Financial Know-How Workshop Series Recordings
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.
Upcoming Live Webinars Presented by TIAA
Tuesday, June 15 at noon: Charting Your Course: A Financial Guide for Women
Women can face unique financial challenges. This TIAA webinar will help you discover tailored approaches to saving for retirement and tips to make your money work hard.
Wednesday, June 16 at noon: An Introduction to Alternative Investments: Real Estate
During times of uncertainty, TIAA believes that having real estate as part of your portfolio can help provide three critically important investment attributes: liquidity, low leverage, and diversification. This presentation will discuss the reasons to consider investing in private real estate and provide an overview of the real estate market and its outlook for the future.
Thursday, June 17 at noon: Financial Housekeeping for Now and Later
This TIAA presentation will focus on getting insights into your current financial situation and provide some practical steps so you can help position yourself for future success.
Thursday, June 17 at 3 p.m.: Within Reach: Transitioning from Career to Retirement
This TIAA presentation will focus on 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.
Wednesday, July 14 at 3 p.m.: Gaining Insight: Navigating Debt Consolidation and Understanding the Mortgage Process
Join TIAA to understand how to manage and consolidate debt, and get a primer that can help make the mortgage process easier to navigate.
Thursday, July 15 at noon: Social Security Basics
Social Security will likely play a significant role in building your retirement income. Learn the basics about Social Security, including eligibility, how to apply, how your benefit is calculated and strategies for claiming benefits.
Recorded Webinars Presented by TIAA and Carebridge
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 focuses on actions employees can take to protect their finances. Attention is given to common financial mistakes individuals may engage in during times of crisis and how to avoid them.
Retiring in the New Normal
We all know how important it is to save for retirement. This TIAA presentation brings many 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. And for those still working, TIAA discusses protecting your income in retirement by creating a guaranteed income stream to help cover essential expenses, as well as next steps you can take to help protect your retirement future.
Inside Money: Managing Income and Debt
This TIAA presentation will help you discover how to make your money work harder by using your cash flow more effectively, developing good saving habits and better managing debt.
The Starting Line: Beginning to Save for Retirement
This TIAA presentation focuses on how to evaluate and manage debt, find additional ways to save, create a budget and begin to plan for retirement.
Home-buying 101: A Financial Primer for First-Time Home Buyers
Buying your first home is a big deal and comes with lots of new experiences and expenses along the way. Get expert insights from TIAA on the key steps and considerations for your home buying journey, including the three phases: preparing to search, finding your home, and getting to closing. TIAA's banking professionals will share actionable information about:
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- Understanding credit
- Knowing what you can afford
- Down payment options
- Finding your home
- Getting to closing
Strategies for Staying on Track
No matter how much you can save for retirement, it’s important that you start now and stay invested for your future. This TIAA presentation can help you learn how taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working.
Money at Work 1: Foundations of Investing
This TIAA presentation will help you discover how you can manage risk versus reward as well as understand the role of investing and managing risks, ways to help accelerate savings and tools that can help sustain a portfolio.
Lifetime Income: Market Proof Your Retirement
You’ve worked hard to save for retirement. TIAA can help you understand how to create a plan that protects you against key retirement risks as well as helps build a diversified retirement income plan.
The 411 on 529 Plans
This TIAA presentation will help you learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or other loved one.
Understanding Medicare
Paying for healthcare in retirement is a critical part of financial planning and it is important to understand how Medicare operates and what choices you have. This TIAA presentation will help you understand some aspects of Medicare including eligibility and what plans are available to you.
Social Security Strategies for Married Couples
Married couples can take advantage of strategies that may help to increase lifetime Social Security benefits. TIAA will help you learn the basics of spousal benefits, understand the many variables involved in claiming strategies, and how married couples can boost their benefits by coordinating the timing of their claims.
Estate Planning Basics
This TIAA presentation focuses on the components of a basic estate plan and strategies to ensure that your wishes regarding assets are met.
Cybersecurity
Are you concerned about identity theft and your family’s security online? TIAA’s Information Security team presents how you can protect yourself and your family from cybercriminal social engineering.