Although most people think estate planning is for just the elderly, it is actually important to everyone else, too—especially for those with minor children, substantial assets or unusual circumstances. Estate planning can allow one to make decisions on who receives … 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
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
For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It reviews the keys to successful money management and shows you how to juggle current financial demands with future retirement saving strategies. Date: September 20, 2023 … 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
In this session, you will learn about potential ID theft red flags including computer threats, scams and how best to protect your important information. Date: Tuesday, September 26, 2023 Time: 12 - 1 p.m. Location: Online
Fraud and scams related to retirement assets are on the rise, and their effects can be devastating. Scammers know how to exploit current events and add new twists to well-known ruses to steal your money. In this valuable webinar, you’ll … Read more
Are you thinking about buying a home? Curious about what current real estate market looks like? Or are just looking to learn more about the mortgage process? Join Relocation & Business Development Director, Renee Daniels, and Senior Mortgage Consultant, Dawn … Read more
No matter where you are in your career journey, this webinar can help you understand the key principles of investing for retirement. From Compounding to taxes to choosing investments, you'll learn that how you invest for retirement is just as … Read more
In this session SECU Financial Advisory Services Specialist, Chelsea Trimble, will review how to fit saving for college in your financial planning, common educational expenses, types of educational saving plans, sources of financial aid and how to prepare your child … Read more
