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TIAA Financial Consultations

Posted 1:20 p.m. Friday, Jan. 26, 2024

TIAA Feb 2024

Paul Fuller, TIAA Financial Consultant for UWL will be on site 2/13 - 2/16.

No matter where you are in life -- just getting started or planning for retirement -- a session with Paul Fuller can help you create a plan for your goals!  There is not cost and you will get answers to the following questions:

  • Am I invested in the right mix of investments to help meet my goals?
  • Am I saving enough to create the retirement income I need?
  • How do I take income from my retirement account once I stop working?

RSVP today as space is limited!  Please see the registration link below and, appointments should be scheduled on the top of the hour (versus at the half hour) for maximum benefit (ie - 9am or 2pm). 

Room 3103, Student Union

*Based on independent third-party advice methodology.  This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.  Investment, insurance, and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.  The TIAA group of companies does not offer tax advice. See your tax advisor regarding your particular situation.  TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.  ©2022 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017