Basic Estate Planning Strategies Ensuring that our assets will pass to loved ones and causes that are near and dear is important to most of us. Discover the components of a basic estate plan and strategies to ensure that your wishes are met. | Jan. 10 2 p.m. TIAA.com/webinars |
Quarterly Economic and Market Update with TIAA’s Chief Investment Strategist Take a closer look at our views on the financial markets, including key market drivers, the U.S. economy, policy and politics, and investing in public markets. We’ll also cover the challenges that investors face and how to navigate them. | Jan. 11 11 a.m. TIAA.com/webinars |
Basic Social Security Strategies 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. | Jan. 18 2 p.m. TIAA.com/webinars |
Understanding Health Savings Accounts (HSA) 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? We’ll help you understand unique aspects of HSAs. | Jan. 18 11 a.m. TIAA.com/webinars |
Common Estate Planning Considerations A common goal that we all share is providing for our loved ones or our favorite organizations. Come learn about the components of an effective estate plan and hear about strategies to ensure that your wishes are met. | Jan. 19 11 a.m. TIAA.com/webinars |
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December Financial Wellbeing Events
Opening Doors to the Future—Save in a 529 College Savings Plan You can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or other loved one. | Dec. 7 11 a.m. TIAA.com/webinars |
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. | Dec. 7 2 p.m. TIAA.com/webinars |
Tax Planning Considerations This seminar will cover an overview of tax law changes and income tax planning considerations, including whether you will itemize deductions, how this may impact charitable gifting strategies, and what it means for estate and gift tax | Dec. 8 11 a.m. TIAA.com/webinars |
Write Your Next Chapter—Five Steps to Setting Your Retirement Date For anyone starting to think seriously about when to retire, this webinar takes you through five steps to deciding when the time is right. | Dec. 8 2 p.m. TIAA.com/webinars |
At Your Fingertips: Manage Your Money from Wherever You Are Learn about TIAA’s commitment to digital, and how we’re leveraging the latest technologies in our online and mobile tools to help you save time and achieve financial success while you’re on the go. | Dec. 14 2 p.m. TIAA.com/webinars |
November Financial Wellbeing Events
Inside Money: Managing Income and Debt Discover how to help make your money work harder by using your cash flow more effectively, developing good saving habits and better managing | Nov. 8 2 p.m. TIAA.com/webinars |
The Power of Savings Whether you’re the kind of person that lives and spends in the now or plans for what’s ahead, there are always ways to save smarter. You’ll learn a number of strategies for better managing your money so you have the knowledge and confidence to pay your bills, save for a rainy day, and achieve any larger financial goals you’ve set for yourself. | Nov. 9 2 p.m. TIAA.com/webinars |
Financial Housekeeping for Now and Later Get insights into your current financial situation and learn some practical steps you can take to help position yourself for future success. | Nov. 10 11 a.m. TIAA.com/webinars |
Money at Work 2: Sharpening Investment Skills Feel more secure in your savings strategy by verifying you’re on the right track. And if you’re off track, know what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible. | Nov. 10 2 p.m. TIAA.com/webinars |
Lifetime Income: Market-proof Your Retirement 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. | Nov. 16 2 p.m. TIAA.com/webinars |
October Financial Wellbeing Webinars
Understanding Health Savings Accounts We’ll 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. | Oct. 4 2 p.m. TIAA.com/webinars |
Looking to Turn Your Retirement Savings into a “Paycheck” for Life? 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. | Oct. 11 11 a.m. TIAA.com/webinars |
Quarterly Economic and Market Update with TIAA’s Chief Investment Strategist Take a closer look at our views on the financial markets, including key market drivers, the U.S. economy, policy and politics, and investing in public markets. We’ll also cover the challenges that investors face and how to navigate them. | Oct. 12 11 a.m. TIAA.com/webinars |
Money at Work 1: Foundations of Investing 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. | Oct. 12 2 p.m. TIAA.com/webinars |
Live with Confidence in Retirement – 5 Steps to Creating Your Retirement Income Plan If you’re thinking about making the transition to retirement, this webinar is essential for understanding how to create an income plan that helps you maximize your savings. In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets. | Oct. 13 11 a.m. TIAA.com/webinars |
Social Security Considerations 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. | Oct. 19 2 p.m. TIAA.com/webinars |
September Financial Events
September 2022 Events
Opening Doors to the Future—Save in a 529 College Savings Plan You can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or other loved one. | September 13 11 a.m. TIAA.com/webinars |
Strategies for Staying on Track No matter how much or how little money you can save for retirement, it’s important that you start now and stay invested for your future. You can learn how taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working. | September 13 2 p.m. TIAA.com/webinars |
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. | September 14 1 p.m. TIAA.com/webinars |
An Introduction to Alternative Investments: Real Estate Interested in alternative investments? This webinar will help investors understand TIAA’s innovative approach to real estate and how it can help diversify an investment portfolio. Participants will receive an in-depth look at the TIAA Real Estate Account, its investments, performance and strategy. | September 15 11 a.m. TIAA.com/webinars |
At Your Fingertips: Manage Your Money from Wherever You Are Learn about TIAA’s commitment to digital, and how we’re leveraging the latest technologies in our online and mobile tools to help you save time and achieve financial success while you’re on the go. | September 15 2 p.m. TIAA.com/webinars |
August Financial Wellbeing Events
Lifetime Income: Market-Proof Your Retirement You’ve worked hard to save for retirement. TIAA can help you understand how to create a diversified retirement income plan that protects you against key retirement risks. | August 10 11 a.m. TIAA.com/webinars |
Gaining Insight: Navigating Debt Consolidation and Understanding the Mortgage Process You can understand how to manage and consolidate debt, and get a primer that can help make the mortgage process easier to navigate. | August 16 11 a.m. TIAA.com/webinars |
The Power of Saving Whether you’re the kind of person that lives and spends in the now or plans for what’s ahead, there are always ways to save smarter. In this webinar, you’ll learn a number of strategies for better managing your money so you have the knowledge and confidence to pay your bills, save for a rainy day, and achieve any larger financial goals you’ve set for yourself. | August 17 11 a.m. TIAA.com/webinars |
Hindsight 2020: A Look Back at Lessons Learned in 2020 A look back at 2020 and the lessons learned during this unique time. This presentation will look back at the historical example of 2020 and what we learned in terms of the value of advice, following a disciplined risk management strategy and the role lifetime income can play in a sound financial plan. | August 18 2 p.m. TIAA.com/webinars |
July Financial Wellbeing Events
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 can help reduce the risks you may face in retirement and ensure you have income that never runs out. | July 12 11 a.m. TIAA.com/webinars |
Start to Finish: The Early Career Woman’s Guide to Financial Wisdom Investing and saving strategies for women, core concepts that guide all investing, building a plan and taking action, and ways to help take on life challenges without damaging future financial well-being. | July 12 2 p.m. TIAA.com/webinars |
Quarterly Economic and Market Update with TIAA’s Chief Investment Strategist Take a closer look at our views on the financial markets, including key market drivers, the U.S. economy, policy, politics, and investing in public markets. | July 13 11 a.m. TIAA.com/webinars |
Beneficiary Considerations We spend our lifetimes building wealth, and understanding how it will be distributed to our beneficiaries is important to our legacies and our beneficiaries. In this seminar, you will learn more about how the acceleration of income taxation will impact both individual and trust beneficiaries, address a new class of beneficiaries, and discuss exceptions to the new rules. | July 13 2 p.m. TIAA.com/webinars |
Within Reach: Transitioning from Career to Retirement So it’s time to retire, now what? Make some final preparations to help shift from an active career to retirement. From income options to taxes to health insurance, you need to be prepared. | July 19 2 p.m. TIAA.com/webinars |
Inflation Toolkit
Check out the Inflation Toolkit and more financial resources from the Division of People and Culture.