TIAA

TIAA Retirement

(Mandatory & Voluntary Retirement Plan Provider)

• Counseling/Enrollment Sessions
• About TIAA
• Contact

Counseling/Enrollment Sessions

Are you wondering if your retirement portfolio is steadily positioned to weather the inevitable ups and downs of the financial markets? Now more than ever is the time to take advantage of TIAA Advice and Planning Services, where we can help evaluate your investments to help you stay on track toward your financial goals now and into the future.

You can reach out to our on-campus representative below to schedule an appointment:

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About TIAA

Individual Counseling Sessions at No Additional Cost to You

You can discuss your personal financial situation with an experienced TIAA financial consultant on a confidential basis. They are available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

Personalized, Objective Advice. A detailed evaluation tells you everything you need to know and do.

Our individual counseling session will help you answer these questions:

• Are you setting realistic goals for key life events and retirement?
• Can you better balance your spending priorities to help you save more for your financial
  goals?
• What investment mix and strategy is best for you to increase your portfolio’s potential,
  including protecting against cost-of-living increases?
• What retirement income options best fit your situation?
• Are my investments properly allocated?
• Am I on track to meet my retirement goals?
• Am I saving enough?
• How and from where do I draw retirement income?
• What estate planning issues might I confront?

Our financial consultants can provide you with a personalized actionable plan based on, among other things, your goals, time horizon and individual risk tolerance.

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Contact

Contact WSU's TIAA financial consultant representative:

Jeremy Kohn, ChFC

• Address: 4910 Corporate Centre Drive, Suite 101, Lawrence, KS 66047
• Office: 785-856-4808 or 866-842-8604 ext. 264808
• Fax: 214-488-3214
• Email: Jeremy.Kohn@tiaa.org

Contact TIAA:

• Webpage: https://www.tiaa.org
• Call Toll-free: 800-842-2252

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