Financial Education

TIAA - Building an Intelligent Portfolio

TIAA consultants regularly visit Case Western Reserve University. Why not take advantage of our commitment to helping you make the financial decisions that are right for you? A TIAA consultant will be on-site to provide free one-on-one counseling sessions. Topics include:

  • how to find the right investment allocation for you,
  • understanding basic types of investments,
  • new savings opportunities,
  • TIAA retirement income flexibility and
  • the effects of inflation and taxes on your retirement income.

Schedule an appointment today to have your financial questions answered by an expert consultant.

Date and Location: See upcoming counseling information
Time: 8:30 a.m. to 5 p.m.

If you would like to meet with an individual consultant, please contact TIAA at 800.732.8353.

Vanguard - Unlock the Secrets of Investing for Retirement

Let careful planning and wise financial decisions open the door to a retirement full of possibilities. Meet one-on-one with a licensed Vanguard representative to learn about investing for long-range goals, choosing the right investments and other financial issues that matter to you. Spend 45 minutes with a licensed Vanguard representative and discover how to:

  • maximize your retirement plans,
  • choose the right funds for your investment mix,
  • invest during any market,
  • evaluate your distribution options and
  • make use of your resources for brokerage services, financial planning services and IRAs.

Date and Location: See upcoming counseling information
Time: 9 a.m. to 5 p.m.

To schedule a one-on-one, call 1.800.662.0106, extension 14500 or register online.