Attend personal finance workshops, consultations

Posted by
On July 1, 2020

The UM System human resources’ retirement department offers resources to help you review your financial situation. Both live web workshops and one-on-one phone conversations are available. The workshops will be held at 11 a.m. on Wednesdays, July 22, Aug. 19, Sept. 16 and Sept. 23.

The consultations and workshops are led by experts with Fidelity and TIAA.

Live web workshops with Fidelity

  • “Manage unexpected events and expenses” on July 22
  • “Get started and save for the future you” on Aug. 19
  • “Invest confidently for your future” on Sept. 16.

Register for a Fidelity workshop.

Live web workshop with TIAA

  • “Paying yourself” on Sept. 21.

To schedule a phone conversation with a representative from Fidelity or TIAA, register online:

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On July 1, 2020. Posted in Announcements