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Financial Workshop for Women
Wednesday, July 29

TIAA-CREF and Fidelity Consultants

Meet with a consultant from one of USF's retirement plan providers, who visit the campus throughout the year:

Date
Location Time Frame
Consultant RSVP
Thursday, July 16 UC 505 9:00am - 4:00pm Fidelity 1-800-642-7131 or book online
Wednesday, July 22 LM 268 9:00am - 3:00pm TIAA-CREF 1-800-732-8353 or book online
Thursday, July 23 UC 505 9:00am - 3:00pm TIAA-CREF 1-800-732-8353 or book online
Friday, August 14 LM 268 9:00am - 4:00pm Fidelity 1-800-642-7131 or book online
Tuesday, August 25 LM 268 9:00am - 3:00pm TIAA-CREF 1-800-732-8353 or book online
Wednesday, August 26 UC 505 9:00am - 3:00pm TIAA-CREF 1-800-732-8353 or book online
Tuesday, September 8 UC 505 9:00am - 4:00pm Fidelity 1-800-642-7131 or book online
Wednesday, September 23 UC 505 9:00am - 3:00pm TIAA-CREF 1-800-732-8353 or book online
Thursday, September 24 LM 268 9:00am - 3:00pm TIAA-CREF 1-800-732-8353 or book online

Appointment Logistics:

  • RSVP required
  • Appointments are 45 minutes in duration
  • Appointments complimentary for benefits-eligible faculty and staff
  • Appointments are limited to two times per calendar year
  • Rooms are subject to change; please check this webpage prior to your appointment
  • If you cannot make your appointment, please cancel immediately by calling the appropriate retirement plan provider listed above

During your appointment, your financial consultant may:

  • Ask you a series of questions to gain a complete understanding of your financial situation (see below)
  • Provide financial advice tailored to your individual needs
  • Evaluate your goals and objectives, including risk tolerance, time horizon and other planning needs
  • Provide a holistic view of your retirement readiness by reviewing outside assets and Social Security projections
  • Provide actionable recommendations, including investment mixes suitable for your circumstances, and help implement your chosen strategy for added confidence
  • Schedule an additional one-on-one appointment at your convenience
  • Schedule check-ins to track progress and adjust the plan if your needs change

Questions that may be asked and answered during your appointment:

  • Are you saving enough?
  • Are your assets invested appropriately?
  • Are you on track to retire when and how you want?
  • Do you have a plan to generate enough income in retirement to cover expenses for up to 30 years or longer?