Sept. 2 - Schedule an in-person financial consultation with TIAA
Sept. 2 - Schedule an in-person financial consultation with TIAA
Alexander Herman, financial consultant for TIAA, will be on campus and available for one-on-one consultations on Tuesday, Sept. 2, 2025.
These consultations will take place in the Wooten-Garner House Conference Room. Herman will have availability from 10 a.m. until 4 p.m. Appointment availability is limited, so you are advised to reserve your time ASAP; the deadline to register for an appointment is Aug. 31, 2025 at 9:45 a.m.
To schedule an appointment with TIAA, please visit http://www.TIAA.org/schedulenow or call 800-732-8353.
TIAA financial consultant Rebecca Jones will return to campus for additional one-on-one consultations on Thursday, Oct. 2, 2025, if you are unable to schedule an appointment on Sept. 2, 2025.
These meetings are available for employees with existing ORP, 403(b) and/or 457(b) who have chosen TIAA to manage some/all of their investments, along with those who may be interested in opening a 403(b) and/or 457(b) accounts and having TIAA manage some/all their investments. During these meetings, you can discuss:
- The benefits of enrolling in your workplace retirement plan(s).
- How to boost your overall financial wellness.
- The resources available to help shape the future you want.
- Your broader financial goals so we can put a plan in place to help you get there.
Should the upcoming on-campus availability not work with your personal schedule on either of these dates, you may utilize the same schedule link above to explore alternate dates to meet with a TIAA representative. You can also call 800-732-8353 to schedule an appointment at a time that works for you.