Fidelity Investments and TIAA are offering four webinars exclusively to U-M faculty, staff and retirees as part of 2021 National Financial Planning Month.
These live-streamed sessions can help you understand investing and other financial processes better. Start times are listed in Eastern Time (ET). There’s no charge, but you must register using the links below.
Webinars Just for the Blue…
Fidelity
Thursday, Oct. 7 – 4 p.m.
Retirement Income Planning for Her: Demand More from Your Money
Tuesday, Oct. 19 – noon
Take the First Step to Investing
TIAA
Monday, Oct. 25 – noon
Money at Work: Foundations of Investing
Wednesday, Oct. 27 – noon
The Starting Line: Why and How Retirement Savings Begins Now
… And for Others, Too
Fidelity and TIAA, U-M’s longtime partners in administering its retirement plans, offer a variety of programs each month to increase your financial IQ. In addition to the university-only offerings, the following webinars also are scheduled:
Fidelity
Wednesday, Oct. 13 – 1 p.m.
Women Talk Money: Five Interesting Conversations to Have Now about Investing
Thursday, Oct. 28 – 2-5 p.m.
Creating a Portfolio with ETFs: Why and How
TIAA
Thursday, Oct. 7 – 3 p.m.
Understanding Health Savings Accounts (HSAs)
Tuesday, Oct. 12 – noon
Looking to Turn Your Retirement Savings into a ‘Paycheck’ for Life?
Thursday, Oct. 14
Within Reach: Transitioning from Career to Retirement - noon
Be a Cyber-Hero: Help Protect You, Your Family and Your Money – 3 p.m.
Check In Virtually
It's also a good idea to monitor your U-M retirement plans to ensure they're performing as planned. Fidelity and TIAA staff welcome occasional check-ins so you’re on the same page to meet your financial goals.
Your appointment can be virtual or by phone to suit your schedule. Face-to-face consultations are expected to resume when public health conditions allow.
To schedule:
Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight
Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m.
