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TIAA-CREF representative Jim Pinkston will be on campus from 9 a.m. to 5 p.m. Thursday, Aug. 22, in the Missouri Room of the Havener Center for private appointments. You can discuss your personal financial situation with this experienced financial consultant on a confidential basis. These appointments are 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. Pinkston will also be on campus all day on Tuesday, Oct. 15, in Room 206 of Centennial Hall.
This individual counseling session will help you simplify your retirement by:
- Consolidating your retirement accounts to make managing your holdings easier, particularly when it comes to tax preparation
- Offering any needed estate planning, including addressing life insurance needs and wealth transfer strategies
- Reviewing your retirement income options to provide you with the most flexibility possible.