Financial Education

Building an Intelligent Portfolio

A TIAA-CREF consultant will be visiting Case. Why not take advantage of our commitment to helping you make the financial decisions that are right for you? A TIAA-CREF consultant will be on-site to provide free one-on-one counseling sessions. Topics might include:

  • How to find the right investment allocation for you
  • Understanding basic types of investments
  • New savings opportunities
  • TIAA-CREF retirement income flexibility
  • Effects of inflation and taxes on your retirement income

Schedule an appointment today to have your financial questions answered by an expert consultant.

Date: See upcoming counseling dates in 2014
Time: 8:30 a.m. to 5 p.m.
Location: Check calendar for location

If you would like to meet with an individual consultant, please contact TIAA-CREF at 800-732-8353.


Vanguard - Unlock the secrets of investing for retirement

Let careful planning and wise financial decisions open the door to a retirement full of possibilities. Meet one-on-one with a licensed Vanguard representative to learn about investing for long-range goals, choosing the right investments, and other financial issues that matter to you. Spend 30 minutes with a licensed Vanguard representative and discover how to:

  • Maximize your retirement plans
  • Choose the right funds for your investment mix
  • Invest during any market
  • Evaluate your distribution options
  • Make use of your resources for brokerage services, financial planning services, and IRAs

 

Date: See upcoming counseling dates in 2014

Time: 8:45 a.m. to 4:30 p.m.
Location: Check calendar for location

Make the most of the possibilities. To schedule a one-on-one, call 1-800-662-0106, Ext. 14500 or register online at www.meetvanguard.com.