Employees with questions about their retirement planning have a convenient option for a personalized financial check-up. TIAA financial consultants offer a regular schedule of on-campus meetings.
During a one-on-one consultation, employees meet with either Jay Albrecht or Paige Philips. Meetings are available in these campus locations:
- 3680 Beardshear Hall, second Tuesday and third Thursday of each month
- 1014 Communications Building, third Tuesday of each month
- 128B General Services Building, second Wednesday of each month
Appointments for any of these days can be booked online.
TIAA consultations are available to all benefits-eligible employees, even those who selected IPERS as their retirement plan. Consultants can review an employee's financial and savings plan to ensure it's on-track to meet long-term goals.
TIAA financial consultants also meet with employees in the TIAA office in Somerset or virtually. To schedule these meetings, visit TIAA.org/schedulenow or call Amanda Gilbertston, 925-830-3106.
