Want to learn how to make today’s money work for you tomorrow and beyond? TIAA and Fidelity, U-M’s partners in administering its Basic Retirement Plan and additional retirement accounts, can show you how.
Select Your Tool
Prefer real-time or on-demand resources? TIAA and Fidelity offer both in an online format. Want to sneak in some knowledge during a break? A new, 2-minute video can be your fix. Need more in-depth information with comprehensive resources? Look for the annual U-M retirement tune-up email in your inbox or view it here.
The free Fidelity and TIAA webinars, all offered at Eastern Standard Time (EST), offer fresh takes for financial issues likely to come up for current-you, future-you and any “you” in between.
Webinar and Workshop Wisdom
Watch in real-time or on-demand in May:
Fidelity
Tuesday, May 3 or Thursday, May 19 – 4 p.m.
Five Money Musts
Wednesday, May 4 – 2 p.m.
Get a Handle on Your Current Student Loan Debt
Thursday, May 5 or Monday, May 23 – 10 a.m.
Create a Budget, Ditch Your Debt, and Start Saving for the Future
Thursday, May 5 – 10 a.m.
Managing My Money: Budgeting, Emergency Savings, and Debt Basics
Wednesday, May 18 – 4 p.m.
Making Financial Health a Priority for Women
Fidelity’s enrollment system tells you how many seats are available for each workshop and can put you on a wait list if a workshop is proving to be popular. View a complete list of workshops.
TIAA
Wednesday, May 11 – noon
The Starting Line: Beginning to Save for Retirement
Wednesday, May 11 – 3 p.m.
The Power of Savings
Thursday, May 12 – noon
Estate Planning Considerations
Thursday, May 12 – 3 p.m.
Lifetime Income: Market-proof Your Retirement
Tuesday, May 24 – noon
Save in a 529 College Savings Plan
Check in for a Check Up
What’s better than free learning opportunities? Meetings with financial reps from TIAA and Fidelity during your time, on your devices. Talk with knowledgeable reps from your office, your home or even your favorite getaway. All you need is a computer, tablet or smartphone to connect.
- Visit Fidelity's scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight
- Visit TIAA's website or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m.
Resources at MHealthy
MHealthy offers several resources to assist faculty and staff with improving their financial literacy. These include education programs, coaches, and immediate assistance for those who need help now.