Individual pre-retirement counseling
Posted by Mary Helen Stoltz
TIAA-CREF will hold free individual financial counseling sessions at the Havener Center on Tuesday, Jan. 28. Space is limited and registration is required. Register online or call 866-843-5640. Discuss your personal financial situation on a confidential basis with an experienced TIAA-CREF financial consultant and learn how you can 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:
- Consolidating your retirement accounts to make managing your holdings easier, particularly when it comes to tax preparation
- Offering any needed estate planning, including addressing one’s life insurance needs and wealth transfer strategies
- Reviewing your retirement income options to provide you with the most flexibility possible.
Posted by Mary Helen Stoltz
