In difficult economic times, many people are struggling to just keep up with monthly bills, let alone make progress on debt repayment. What suffers most is contributing to savings and investing goals. This session will focus on developing financial plans … Read more
If you’re thinking about retiring, this webinar is essential for you. You’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets. Date: August … Read more
Join this session for more Information on the overall home buying process. The session will review the pre-approval process, pre-qualification and more. Date: Tuesday, August 15, 2023 Time: 12 - 1 p.m. Location: Online
When it comes to financial security, it’s essential to have a plan that aligns with your long-term goals. This webinar is designed to help you evaluate where you are on your financial journey, figure out where you want to be, … Read more
In this session, you will learn more about estate planning basics, including Advanced Health Care Directives, Powers of Attorney, Wills, Trusts as well as SECU’s Trust Services and Estate Planning Essentials Program. Date: Tuesday, August 22, 2023 Time: 12 - … Read more
Social Security will likely play a significant role in building your retirement income. It’s part of a critical safety net for most retirees. When you’re formulating your retirement plans, it’s helpful to understand how and when you can rely on … Read more
For advice on retirement savings and other financial matters, meet with your TIAA financial consultant onsite this fall! Request an appointment online at TIAA.org/schedulenow searching employer U of North Carolina-Chapel Hill or call 800-732-8353, weekdays, 8 a.m. to 8 p.m. Onsite … Read more
