Individual advisory services
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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.

Four things to make the most of social security

Social Security decision making is complex. Getting the most out of your lifetime benefits begins with careful planning. Find out how to put your Social Security to work for you.
 
Expect to learn:
  • How benefits are calculated
  • Why age matters
  • How benefits are taxed 
  • Where to get the help you need

Five things you need to know about healthcare costs in retirement

Healthcare costs can take a significant bite out of your income in retirement. Find out how planning ahead can help you manage these expenses and put strategies in place to help protect your income in retirement. 
 
Expect to learn:
  • How much you can expect to pay for healthcare in retirement 
  • What Medicare does and does not cover 
  • How to plan for long-term care expenses  
  • When to begin planning for healthcare costs in retirement 
  • Questions to ask your TIAA advisor

How will you define and protect your family legacy?

Careful planning with your family and advisor can help put the right legacy plan in place. This helps protect you and your family, preserves your assets, and makes sure you pass on your legacy in accordance with your wishes.
 
Expect to learn:
  • How family and legacy planning can help you accomplish your goals
  • Why everyone needs an estate plan
  • How to protect your interests if you become incapacitated
  • How TIAA can help

Debunking 7 myths as you approach retirement

Gain information and perspective from TIAA subject matter experts on seven of the most common myths about preparing for and managing income in retirement.
 
Learn how we can help you:
  • Create a retirement budget and spending plan
  • Project healthcare costs
  • Manage your retirement income sources
  • Plan for the unexpected
  • Determine the best time to retire

Demystifying the financial planning process

Planning isn’t just about retirement anymore. Find out how goals-based planning can assist you in achieving multiple goals you have now and in the future.
 
Expect to learn:
  • Why everyone needs a financial plan
  • What your plan should address
  • Why people put off planning
  • How a TIAA plan may help you

5 ways to turn challenges into opportunities under the new tax law

The Tax Cuts and Jobs Act of 2017 ushered in the most comprehensive changes to the tax code in 30 years.
 
Learn how these changes impact you, including:
  • What these changes mean for taxpayers and investors
  • How the financial markets and economy are responding
  • Where new opportunities can be found
  • Ways to manage your tax exposure
  • Where to find the help you need

Upcoming webinar topics

Midyear market and economic outlook
July 2019
 
Lifetime inco   me
September 2019
 
Tax planning   
October 2019
 
2020 outlook
December 2019
 
The TIAA group of companies does not provide legal or tax advice. These webinars provide general information that you should discuss with your personal tax and legal advisors to determine how it may apply to your individual circumstances.

This webinar is not designed to accept or respond to requests or complaints regarding specific TIAA accounts, products or services. If you wish to discuss an issue of that nature, please contact TIAA at 800-842-2252. TIAA is not responsible for any opinions provided by webinar participants. TIAA is not responsible for the content or privacy policies of third-party sites to which you may link at an expert’s or webinar participant’s suggestion.

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.

Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

© 2018 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, 730 Third Avenue, New York, NY 10017
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