Register Today: Retirement Planning Workshops for Officers Ages 55+
Dear colleague,
We would like to invite you to attend an upcoming Financial Planning Workshop, via Zoom, conducted by an independent certified financial planner.
These workshops are designed to help Officers ages 55+ make decisions about their retirement planning and personal finances.
The following topic areas will be covered:
- Retiree medical, Medicare, and retirement planning
- Retirement income sources
- Social security and other resources
- Estates, distribution of assets, federal gifts, and estate taxes
Workshop dates:
- Friday, May 23: 10 a.m. – 12 p.m. | Register
- Wednesday, June 25: 2:30 p.m. – 4:30 p.m. | Register
- Thursday, July 10: 10 a.m. – 12 p.m. | Register
- Friday, July 11: 10 a.m. – 12 p.m. | Register
- Friday, July 18: 10 a.m. – 12 p.m. | Register
- Friday, August 1: 10 a.m. – 12 p.m. | Register
The Zoom information for this meeting will be emailed to you closer to the date of the session.
1-on-1 Consultations:
TIAA and Vanguard retirement planning specialists are also available for one-on-one consultations on campus or virtually. Sign up now to personalize your investments to help meet your retirement goals.
- TIAA – Call 1-800-732-8353, Monday through Friday, 8 a.m. to 8 p.m., or go to https://tiaa.org/schedulenow.
- Vanguard – Call 1-800-662-0106, ext. 14500, Monday through Friday, 8:30 a.m. to 9 p.m., or go to meetvanguard.com.
- Take advantage of Vanguard's special meeting time slots by selecting "New York" then "Columbia University" from the drop-down menus at meetvanguard.com.
Best regards,
Gisele E. Monroe
Executive Director, Retirement Benefits
Columbia University Human Resources