Retirement Meetings, Workshops and Webinars
Retirement planning can be a daunting topic and you may find yourself asking, how do I start? Am I saving enough? What's my next step? Where can I go for help? Whether you are thinking about retiring soon or just getting started with your retirement savings journey, we are working on bringing retirement sessions on campus with a variety of financial and retirement-related topics to help you along your road to retirement. Please join us! All sessions are open to faculty, staff and retirees.
Upcoming On-Campus 1:1 Meetings:
UofL's financial vendors will be on campus during the dates and times below. Please register using the instructions below if you would like to sign up for a 1:1 meeting.
TIAA
Eric Robertson
November 12th 8-5pm Cardinal Station HR Conference Room
December 10th 8-5pm Kornhauser Room 303
Fidelity
Tony Davis
November 13th 8-5pm Kornhauser Room #303
December 5th 8-5pm HR Conference Room #205
December 12th 8-5pm HR Conference Room #205
Fidelity:
Fidelity offers many live and on demand webinars on topics such as multi-goal planning, retirement income planning, budgeting and more. Any participant can login into Fidelity NetBenefits via webworkshops.fidelity.com to access live workshops of varying topics. Login is required.
Fidelity Consultants
Your Fidelity Workplace Financial Consultants, Mike Fischer and Tony Davis, are available to help you plan for your financial future. They can help you plan with basic budgeting or more complex financial situations.
Call 1-800-642-7131 or visit www.fidelity.com/schedule to schedule an appointment:
• Click Schedule a time to meet
• Enter & select University of Louisville
• Select Virtual Appointment or Phone
• Schedule a time that works best for you!
TIAA:
Wealth management advisors in TIAA’s Louisville office are available to help UofL employees plan for lifelong income, save for retirement, and achieve financial goals. The Louisville office is a smaller satellite office, so please call today to schedule an appointment (901) 498-6170. Additionally, a TIAA representative will be on campus for in-person consultations. To schedule an in-person consultation, contact TIAA. You may also schedule a virtual consultation.
TIAA also offers live webinars throughout the year on topics such as investing in your future, living in retirement, saving for life’s milestones and spending within your means. Visit TIAA.org/webinars to find a complete list and to register. You can also call 1-800-732-8353 or visit http://tiaa.org/schedulenow.
All of the live webinars are posted to the Live Webinar Lounge (www.tiaa.org/webinars2024) and are available for registration on the site, as well as recorded and available “on demand” for 90 days at TIAA.org/webinars.
TIAA Consultants
Eric Robertson
Financial Consultant | TIAA Retirement Advice & Consulting