TIAA Financial Services

Wealth management advisors in TIAA’s Louisville, KY office are available to help UofL employees plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Louisville, KY office is a smaller satellite office, so please call today to schedule an appointment (901) 498-6170. You may also schedule a virtual consultation.


All of the live webinars are posted to the Live Webinar Lounge ( and are available for registration on the site, as well as recorded and available “on demand” for 90 days at


Make the move toward long-term financial security: Your mid-career retirement check-in

Knowing the keys to successful money management, how to juggle competing financial demands and retirement saving strategies for lifelong financial security.

February 15 at 12 p.m. (ET)


Hindsight 2020: A look back at lessons learned in 2020

A look back at 2020 and the lessons learned during this unique time. This presentation will look back at the historical example of 2020 and what we learned in terms of the value of advice, following a disciplined risk management strategy and the role lifetime income can play in a sound financial plan.

February 15 at 3 p.m. (ET)


Inside Money: Managing income and debt

Improving day-to-day financial skills, including learning how to manage money and balance priorities to help enjoy life and save for the future.

February 28 at 1 p.m. (ET)


Opening doors to the future – Save in a 529 college savings plan

You can learn how 529 college savings plans work and how to invest in one for a child, grandchild, yourself or another loved one.

March 1 at 1 pm (ET)


Invest for Success: 5 Principles you need to know

Understanding the key principles of investing for retirement, from compounding to taxes to choosing investments. Includes learning that how you invest for retirement is just as important as how much you save.

March 2 at 11 p.m. (ET)



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