Set Up a Meeting & Plan with Confidence
Schedule time with a financial consultant. Making decisions about your money can feel difficult, especially when it comes to retirement. But you don’t have to go it alone—especially since access to our financial consultants is included as part of your retirement plan.
They can help you determine whether you’re:
- Saving Enough
As your retirement provider, we’re here to help you have the retirement you deserve. - Invested Appropriately
From growth to preservation and more, we can help keep your goals and investments aligned. - On Track
As life changes, your goals can too. We’ll help you reevaluate and make updates as needed.
Why wonder about how you’re saving when you can get guidance and advice instead? Even better, it’s available at no extra cost. *
Documents to bring to your meeting:
- Investment statements
- Retirement statements
- Savings statements
2024 Dates
| January 9, 2024 | IDW 213 | Angie Cutler | 8:30 am – 4:30 pm |
| January 18, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
| January 24, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
| February 1, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
| February 8, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
| February 14, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
| February 22, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
| February 29, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
| March 5, 2024 | ED2 – G 102 | Eric Britt | 8:30 am – 4:30 pm |
| March 12, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
| March 28, 2024 | Sward Conference Room | Eric Britt | 8:30 am – 4:30 pm |
| March 14, 2024 | Sward Conference Room | Angie Cutler | 8:30 am – 4:30 pm |
Schedule Time with a Financial Consultant Today
Visit TIAA.org/schedulenow to set up a meeting or call 800-732-8353 weekdays from 8 a.m. to 10 p.m. (ET)
*Based on independent third-party advice methodology.
This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities
laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any
particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity
Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.
Investing involves risk of possible loss of principal.
Investment, insurance, and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a
condition to any banking service or activity, and may lose value.
©2022 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017