Attend any event and give MSA a (like) on FACEBOOK to get entered into the $25 raffle.
Winners contacted via email.
Tuesday, September 10th 12:00 pm -1:00 pm EDT or 3:00 pm – 4:00 EDT Why should estate planning be on your to-do list? How do you even get started? Join our webinar to learn about the steps involved and how you can use estate planning to care for your loved ones. Register on line.
Thursday, September 26th 12:00 pm -1:00 pm EDT or 3:00 pm – 4:00 EDT Whether college is soon or far in the future, we’ll help you get better prepared to fund your savings goals as we review scholarships, grants, college savings accounts, loans, and the FAFSA. Register on line
In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA). September 12 at 3 p.m. (ET)
Special Topic: Asset Location—A practical guide for income and estate planning
We often think about our investments in terms of how much we should invest in stocks or bonds or other investments so that we can achieve the greatest return according to our own risk tolerance, goals and time frame. Equally as important is where those assets are located to maximize the benefits of different account types—usually to minimize taxes. Learn about how the location of your assets may impact your retirement income and your beneficiaries. September 17 at 12 p.m. (ET)
She’s Got It: A woman’s guide to saving and investing
You can discover saving and investing strategies developed especially for women and how you can put them into action. September 17 at 3 p.m. (ET)
Money at Work 2: Sharpening investment skills
Feel more secure in your savings strategy by verifying you’re on the right track. And if you’re off track, know what adjustments you need to make. Learn how to plan your investments and hold on to as much of your nest egg as possible. September 18 at 12 p.m. (ET)
The Starting Line: Beginning to save for retirement
You can learn how to evaluate and manage debt, find additional ways to save, create a budget and begin to plan for retirement. September 18 at 3 p.m. (ET)
Special Topic: An Introduction to Alternative Investments—Real Estate
Learn about the role of real estate investments in a retirement portfolio and an introduction to the TIAA Real Estate Account. September 19 at 12 p.m. (ET)
Healthy Numbers: Integrating healthcare into your retirement plan
You can learn and plan for the cost of healthcare in retirement, including supplemental insurance, and the real benefits and costs of Medicare. September 19 at 3 p.m. (ET)
TIAA is scheduled to deliver important information about your retirement plan(s) via email and we are writing to remind you that the message may be diverted to your Clutter box. As you may already know, with Clutter, the email server keeps track of the email you read and the ones you don’t. Once you turn it on, as new email comes in, it takes messages you’re most likely to ignore and puts them into the “Clutter” folder. In order to efficiently provide employees with accurate and up-to-date information and to remain compliant with our annual participant fee disclosure responsibilities regulated by the Department of Labor, we ask that you follow the following steps:
You can turn Clutter off (or)
You can “train” clutter that TIAA emails are not clutter.
To “train” your Clutter, look in the Clutter folder and drag the TIAA email from your Clutter folder to your Inbox. Moving an email in or out of the Clutter folder from any of your devices is enough to give the signal to the Clutter system that an item from TIAA is or isn’t Clutter.
This August TIAA is offering 7 informative live webinars covering a wide variety of topics, including: a retirement checkpoint, market-proof your retirement, a woman’s guide to saving and investing, demystifying insurance, strategies for staying on track, and transitioning to retirement Read more….
Register for any of TIAA’s August 2019 live webinars by visiting www.TIAA.org/webinars.
Special Topic: All about IRAs: August 13 at 12 p.m. (ET)
You can
learn the facts on IRAs, how an IRA may help you meet your retirement savings
goals and which one may be right for you.
Halfway
There: A retirement checkpoint: August 13 at
3 p.m. (ET)
Give
yourself a mid-career financial checkup to evaluate your current savings,
formulate a plan to help pursue your savings goals and manage competing
financial priorities.
Special
Topic: Market-proof your retirement*: August 14 at 12 p.m. (ET)
In
retirement—and the years leading up to it—protecting your savings becomes just
as important as growing it. Join us to learn how to create your own personal
pension with TIAA Traditional, offered by Teachers Insurance and Annuity
Association of America (TIAA).**
Postcards
from the Future: A woman’s guide to saving and investing: August 14 at
3 p.m. (ET)
Fewer years in the workforce. Longer life spans. Women saving
for retirement face unique challenges. You can learn what it takes to overcome
these challenges and help make your retirement dreams come true on schedule.
Special
Topic: Demystifying life insurance: August 15 at 12 p.m.
(ET)
Life
insurance can play a critical role in your financial plan. You can learn how
much you may need, what types exist, how much you can afford and much more.
Special
Topic: Strategies for staying on track: August 15 at 3 p.m. (ET)
No matter how much or how little money you can save for
retirement, it’s important that you start now and stay invested for your
future. You can learn how taking smart financial steps today may help lead you
to a solid financial future after you’ve stopped working.
Within Reach: Transitioning from career to retirement: August 19 at
3 p.m. (ET)
You can plan
ahead to help make the most out of your retirement—from paying yourself to
allowing for taxes, healthcare and estate planning wishes.
Want
help? It’s quick. It’s easy.
It matters. And it’s at no cost to you!
This July TIAA is offering 7 informative live webinars covering a wide variety of topics, including: social security strategies for married couples, financial guidance for women, saving for retirement, investing, and more. Click on the “Read More” link below to see the full event listing as well as registration details. Read more….
Register for any of TIAA’s July 2019 live
webinars by visiting www.TIAA.org/webinars.
Special Topic: Social
Security strategies for married couples July 16 at 12 p.m. (ET)
Married couples can take advantage of some strategies
that may help to increase lifetime Social Security benefits. You can learn the
basics about spousal benefits, understand the many variables involved in
claiming strategies and how married couples can boost their benefits by
coordinating the timing of their claims.
Charting Your Course: A financial
guide for women July
16 at 3 p.m. (ET)
Women can face unique financial challenges. You can
discover tailored approaches to saving for retirement and tips to make your
money work hard.
Tomorrow in Focus: Saving for your ideal
retirement July
17 at 12 p.m. (ET)
Find out how retirement savings, planning and the real
benefit of time are essential features of retirement investments.
Money at Work 1: Foundations of
Investing July
17 at 3 p.m. (ET)
Discover how you can manage risk versus reward, as
well as understand the role of investing and managing risks, ways to help
accelerate savings and tools that can help sustain a portfolio.
Special Topic:
Quarterly economic and market update July 18 at 12 p.m. (ET)
TIAA’s Chief Investment Strategist will discuss
economic and market developments that may impact your retirement savings
strategy.
Debt consolidation and understanding the mortgage process July 18 at 3 p.m. (ET)
Discover how to manage and consolidate debt, and get a primer to help make the mortgage process easier to navigate.
Planning for Retirement: The Why,
What, and How July
23rd, 12 p.m. to 1 p.m. (ET)
Join us for a webinar discussing the challenges and
risks people face in retirement, and
how good planning can address them.
Want help? It’s quick.
It’s easy. It matters. And it’s
at no cost to you!
Dreaming of Retirement | July 9, 2019 | 9:00 AM (PST) & 12:00 PM (PST) | Register Here.
Many people can’t wait for retirement, yet
they haven’t actually run the numbers for their ideal retirement lifestyle
budget. The first step is calculating your current lifestyle costs and
projecting how your monthly budget will change when you retire. This class
helps you assess whether you are on track with your savings to sustain your
retirement budget, and we’ll offer a wide range of considerations to help
you formalize a realistic retirement plan.
Note:
If you register and cannot attend, a recording of the webinar, along with a
copy of the session presentation and handouts, will automatically be
sent within
24 hours.
You work hard for
your money, but is your money working hard for you?
When it comes to
our finances, we always wonder if we are making the right moves, and searching for answers can feel overwhelming.
Middlebury College
provides all employees access to financial well-being thru My Secure Advantage
(MSA).
MSA
helps you make the most of your hard-earned dollars! When it comes
to living a financially stress-free life, every decision you make adds
up. Through MSA, employees and their covered dependents can work
with a personal Money Coach and utilize website services to make financial
stress a thing of the past.
What’s
Included
90 days (per calendar year) of personalized money coaching with a personal, confidential, unbiased, and guilt free Money Coach. Coaches don’t sell products or services: their only job is to provide expert guidance and improve your financial life.
Guidance on financial topics, goals, challenges, or questions. Whether you’re getting by, digging out, or saving big, connecting with a Money Coach to discuss options, identify things to consider, and build out a plan can only help
Work with MSA to tackle questions like “Should I be saving more or
paying down debt?” “When will I be able to retire, and how much do I need?”
“What type of portfolio is best for me?” “How do I balance enjoying life now
with saving for the future?” and more.
Online tools include videos, calculators, articles, and budgeting software to help you stress less and save more.
Questions? Learn more about MSA here. To
get started, sign up, and schedule your first appointment with a Money
Coach call 888-724-2326.
This June TIAA is offering 6 informative live webinars covering a wide variety of topics, including: financial planning for the LGBT community, market proofing your retirement, income options in retirement, investing for women, market volatility, as well as managing income and debt. Read More…
Start the summer with live webinars that can help you improve your financial knowledge. Reserve your spot today. Register for any of TIAA’s June 2019 live webinars by visiting www.TIAA.org/webinars.
Special Topic: Equally
Prepared—Financial planning for the LGBT community June
11 at 12 p.m. (ET)
You can learn about the
specific challenges faced by the LGBT community—both financial and legislative
even with the U.S. Supreme Court’s marriage equality ruling—and potential
solutions to address them.
Special Topic: Market-proof your
retirement June 11 at 3 p.m. (ET)
In retirement—and the
years leading up to it—protecting your savings becomes just as important as
growing it. Join us to learn how to create your own personal pension with TIAA
Traditional, offered by Teachers Insurance and Annuity Association of America
(TIAA).
Paying Yourself: Income options in
retirement June 12 at 12 p.m. (ET)
You can learn the rules
that govern retirement assets and find out when to consider using different
income sources.
Start to Finish: The early career
woman’s guide to financial wisdom June 12 at 3 p.m. (ET)
When women are starting
their careers, there’s a lot to consider—career goals, job satisfaction,
achieving a work/life balance. But it’s important to also consider retirement.
Discover how establishing a plan now can help establish your financial future.
Special Topic: How smart investors
ride out market volatility June 13 at 12 p.m. (ET)
What’s the best way to
handle market ups and downs? TIAA offers best practices and actionable steps to
help investors steer through stormy markets while remaining on to help stay on
the path to financial security.
Inside Money: Managing income and
debt June 13 at 3 p.m. (ET)
Discover how to help
make your money work harder by using your cash flow more effectively,
developing good saving habits and better managing debt.
Want help? It’s quick. It’s easy. It matters. And it’s at no cost to you!
June 27, 2019 | 9:00 AM (PST) & 12:00 PM (PST) Register Here.
Employees in the
first half of their careers are often not thinking about or planning for
retirement. This class emphasizes the importance of
starting to plan as early in your career as possible in order to allow savings
to grow. There are many competing needs or wants
for every dollar you save, so we will talk about how you can use goals and
budgeting to stay on track with funding whatever lifestyle or timeline you
envision for retirement.
Note: If you register
and cannot attend, a recording of the webinar, along with a copy of
the session presentation and handouts, will automatically be sent within
24 hours.
You
work hard for your money, but is your money working hard for you?
When it comes to
our finances, we always wonder if we are making the right moves, and searching for answers can feel overwhelming.
Middlebury College
provides all employees access to financial well-being thru My Secure Advantage
(MSA).
MSA helps you make the most of your hard-earned dollars! When it comes to living a financially stress-free life, every decision you make adds up. Through MSA, employees and their covered dependents can work with a personal Money Coach and utilize website services to make financial stress a thing of the past.
What’s
Included
90 days (per calendar year) of personalized money coaching with a personal, confidential, unbiased, and guilt free Money Coach. Coaches don’t sell products or services: their only job is to provide expert guidance and improve your financial life.
Guidance on financial topics, goals, challenges, or questions. Whether you’re getting by, digging out, or saving big, connecting with a Money Coach to discuss options, identify things to consider, and build out a plan can only help
Work with MSA to tackle questions like “Should I be saving more or
paying down debt?” “When will I be able to retire, and how much do I need?”
“What type of portfolio is best for me?” “How do I balance enjoying life now
with saving for the future?” and more.
Online tools include videos, calculators, articles, and budgeting software to help you stress less and save more.
Questions? Learn more about MSA here. To
get started, sign up, and schedule your first appointment with a Money
Coach call 888-724-2326.
Throughout your career, you probably heard repeatedly how important saving for retirement is. However, as the day approaches, there are additional questions you’ll have to ask yourself. Am I overexposed to market losses? Will I outlive my money? Am I confident that I can retire on my terms?
In retirement—and the years leading up to it—protecting your savings becomes just as important as growing it. Join us to learn how to create your own personal pension* with TIAA Traditional, offered by Teachers Insurance and Annuity Association of America (TIAA).
Register today for our Tuesday, June 11th live webinar, 3 p.m. to 4 p.m. (ET) Sign up today! It’s quick. It’s easy. It’s free. Register here online.
Miguel Shefferson is a Director with TIAA’s Institutional
Financial Services and is passionate about educating clients on TIAA solutions
that promote financial well-being with a specific focus on retirement readiness.
He brings over 20 years of industry experience, including
prior roles with TIAA’s Nuveen Global Asset Management group and Individual
Advisory Services business, where he partners daily with TIAA’s Individual
Advisory and Institutional Financial Services teams promoting awareness of
TIAA’s unique capabilities.
This May TIAA is offering 10 informative live webinars covering a wide variety of topics, including: savings for college, Medicare, estate planning, investing for women, life insurance, and more.
Register for any of TIAA’s May 2019 live
webinars by visiting www.TIAA.org/webinars.
The 411 on 529 college savings plans May 2, from 12 p.m. to 1 p.m. (ET)
Learn all
about how 529 college savings plans work. You’ll have an opportunity to ask
questions and if interested, discover more about how to invest in one of the
529 college savings plans managed by TIAA for a child, grandchild, yourself or
other loved one.
Attention to Detail: Financial finishing
touches for women May 7 at 3 p.m. (ET)
Am I ready
to retire? How do I know if I have enough? How do I plan my income? What should
I look out for as I plan and even after I am retired? Financial success can
often complicate your life and we are going to try to help you answer those
questions and more.
Market proof your retirement May 8th live webinar, 12 p.m. to 1 p.m. (ET)
In
retirement—and the years leading up to it—protecting your savings becomes just
as important as growing it. Join us to learn how to create your own personal
pension* with TIAA Traditional, offered by Teachers Insurance and Annuity
Association of America (TIAA).
Healthy Numbers Integrating healthcare into
retirement plans May 8 at 3 p.m. (ET)
You can
learn and plan for the cost of healthcare in retirement, including supplemental
insurance, and the real benefits and costs of Medicare.
Halfway There: A retirement checkpoint May 9 at 3 p.m. (ET)
You can give
yourself a mid-career financial checkup to evaluate your current savings,
formulate a plan to help pursue your savings goals and manage competing
financial priorities.
Understanding Medicare May 14, from 12 p.m. to 1 p.m. (ET)
Paying for
healthcare in retirement is a critical part of financial planning and it is
important to understand how Medicare operates and what choices you have.
Money at Work 2 May 14 at 3 p.m. (ET)
Sharpening
investment skills Feel more secure in your savings strategy by verifying you’re
on the right track. And if you’re off track, know what adjustments you need to
make. Learn how to plan your investments and hold on to as much of your nest
egg as possible.
She’s Got It: A woman’s guide to saving and
investing May 15 at 3 p.m. (ET)
You can
discover saving and investing strategies developed especially for women and how
you can put them into action.
Special Topic: Demystifying life insurance
May 16 at 3 p.m. (ET)
Life
insurance can play a critical role in your financial plan. You can learn how
much you may need, what types exist, how much you can afford and much more.
Estate Planning Basics May 21, from 12 p.m. to 1 p.m. (ET)
Ensuring
that our assets will pass to loved ones and causes that are near and dear is
important to most of us. Discover the basic estate planning components and
strategies to ensure that your wishes are met.
(like) on FACEBOOK to get entered into the $25 raffle. 
