Make the most of your benefits and meet your financial goals. Join Workplace Financial Consultant, Michael Kitto, CRPC® to learn ways to identify the three core components of a sound budget, how to build (or rebuild) your emergency savings fund … Read more
For anyone halfway down the road to retirement, this webinar is a critical checkpoint. It takes you through the keys to successful money management, how to juggle competing financial demands and retirement saving strategies that can help put you on … Read more
The current economic climate brings both challenges and opportunities from a financial perspective. You may wonder during these challenging times: “What should I be most careful about” and “What should my family and I work towards?” The 10 financial tips … 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
Managing your financial success can often present a new set of challenges and complications. In this webinar, we’ll explore key ways to stay in control of the portfolio you’ve accumulated and show you how to evaluate your current plan and … Read more
