Financial Counseling Sessions Available
We will be offering Individual Counseling Sessions, where you can discuss your personal financial situation with a TIAA-CREF consultant on a confidential basis. They will be available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.
This Individual Counseling Session will help you simplify your retirement by:
- Providing objective advice and asset allocation based on your individual needs
- Showing you how you can obtain a personalized actionable plan
- Recommending fund selections to keep you on track to and through retirement
- Reviewing your retirement income options
Schedule an appointment today with TIAA-CREF Consultant, Marty Jaspers, who will be at Dixie State University to answer questions about your financial matters.
WHEN: Wednesday, May 21, 10 a.m. – 4 p.m.
WHERE: Salazar Hall, Administration and Finance, HR Suite
Sign Up Today: To discuss your plan and options for managing your retirement saving or to schedule an appointment with a TIAA-CREF Individual Consultant, please call us at (866) 843-5640, Monday – Friday, from 9 a.m. – 8 p.m. (ET).
TIAA-CREF does not offer tax advice. See your tax advisor regarding your particular situation. The investment products and strategies that will be presented may be subject to market and other risks, including possible loss of principal.
TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Service, Inc., members FINRA, distribute securities products. Advisory services are provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor. Brokerage services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, members FINRA and SIPC. You should consider the investment objectives, risks, charges and expenses carefully before investing. Please call (877) 518-9161.
NOTE: Please mention if you need to cancel or reschedule an existing appointment!