Do you know all that Fidelity and TIAA offers to VCU faculty and staff?
Fidelity provides financial well-being webinars for all VCU faculty and staff, whether you are a Fidelity customer or not.
AMERICA SAVES WEEK is February 22-26, 2021
Join VCU HR and Fidelity for this session to help you save!
Friday, February 26th – 12 pm
Take the First Steps to Investing
(Presented by VCU HR and Fidelity)
Learn key investing concepts, common investment types and how to choose your investment approach.
TIAA provides financial well-being webinars for all VCU faculty and staff, whether you are a TIAA customer or not.
Wednesday March 31 – 3 pm
TIAA Estate Planning
(Presented by VCU HR and TIAA)
Create A Lasting Legacy with an Effective Estate Plan
· Nothing is certain: An estate plan can help improve your overall financial well-being.
· Plan for the future: Make sure that you have the documents and planning in place to minimize taxes and streamline your estate.
Fidelity understands that everyone’s needs are different, and that the retirement plan is part of everyone’s current financial situation. Our goal is to help everyone increase their financial knowledge and confidence. We are excited to offer Department Meeting presentations to fit your teams needs and goals. A presentation can be scheduled during your normal department meeting times, covering the following topics:
• Understanding your pension
• Roth vs. Pretax
• Fidelity tools and resources
• How much should I have saved for retirement and am I on track
• What are mutual funds
• Q &A sessions
Contact Bill Giesen, CRPC, Director, Retirement Planner from Fidelity to get more information – 800-238-5224 – firstname.lastname@example.org
TIAA offers many different webinars. Some upcoming ones include:
o The SECURE Act – March 16 at 12 p.m. (ET)
o Strategies for staying on track – March 16 at 3 p.m. (ET)
o Social Security basics – March 17 at 12 p.m. (ET)
o Retiring in the new normal – March 17 at 3 p.m. (ET)
o Understanding Medicare – March 18 at 12 p.m. (ET)
o Home buying 101: A financial primer for first-time home buyers – March 18 at 3 p.m. (ET)
o Social Security strategies for married couples – March 23 at 12 p.m. (ET)
o Estate planning basics – March 24 at 12 p.m. (ET)
Check out more information and how to access these webinars on the VCU HR Work Life website.
Did you know both Fidelity and TIAA offer individual retirement counseling at no cost to VCU employees?
Bill Giesen, your Fidelity Director Retirement Planner, would love to meet with you. Please feel free to schedule phone or virtual 1 on 1 consultation at a time that works best. He welcomes you to bring your spouse or other planning partner along.
View dates of availability or schedule an appointment online with Fidelity or call 800.642.7131.
View dates of availability or schedule an appointment online with TIAAor call 800.732.8353