Individual advisory services

TIAA Webinar Series

Hear from TIAA financial leaders who explore a broad range of topics that directly impact your financial planning.
Registration may be required to access the webinars.
Previously recorded live on 04/30/2020

Market Outlook: Navigating the global impact of coronavirus

The coronavirus pandemic continues to roil the global economy and markets.
Expect to learn: 
  • How the global economy is responding to the pandemic
  • Ways the markets and possibly your portfolio will continue to be impacted
  • What you can do now
  • Investment insights from Nuveen, a TIAA company
Previously recorded live on 03/17/2020

Dealing with market volatility: What you need to know

Even the most seasoned investor may be on edge these last few weeks. Find out what you need to know to help you navigate the ups and downs of the stock market.
Expect to learn:
  • The forces driving volatility
  • Strategies to mitigate market swings in a portfolio
  • What this may mean for your financial plan
Previously recorded live on 02/26/2020

Social Security: 6 things that impact your retirement

Our experts share insights on six adjustments for 2020 that affect workers and retirees, and ways to make the most of your lifetime retirement benefits. 
Expect to learn:
  • How the latest updates impact you
  • When to begin taking Social Security
  • Ways to maximize your benefits
Previously recorded live on 10/30/2019

5 year-end tax moves to make now

Are you getting the most out of your tax strategy?  Find out how year-end tax planning can help optimize income and cash flow while managing tax exposure.
Expect to learn:
  • Ways to manage your tax exposure
  • How to keep more of the money you earn
  • Why tax planning is critical for pursuing long-term goals
  • How TIAA can help
Previously recorded live on 09/17/2019

4 strategies for a secure retirement

You've worked hard to save for retirement. Make sure your income lasts as long as you need.
Expect to learn:
  • How to pay yourself when you're no longer working
  • Tax-efficient strategies for drawing income in retirement
  • Ways to turn savings into a regular income stream
  • How your TIAA advisor can help

Upcoming webinar topics

Financial Protection
June 2020
Election 2020
October 2020
2021 Outlook
December 2020