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Upcoming workshops for Tax-Sheltered Annuity 403(b) programs

Are you on track saving for your future? Take advantage of these free events. The UW Tax-Sheltered Annuity 403(b) Program is your supplemental retirement savings plan. 

CONFIDENT RETIREMENT WORKSHOP 

Tuesday, October 4, 2016, 11:00 a.m. to 12:00 p.m., Union South, Industry Room

The Confident Retirement Workshop is presented during the UW-Madison Benefits Fair.

Join Brent Kimbel, Amerprise, for this workshop to take you through the four building blocks of what you need to have in place to feel secure in retirement:

  • Covering essential expenses
  • Ensuring lifestyle expenses
  • Preparing for the unexpected
  • Leaving a legacy

Following this workshop visit with the more than 60 benefits vendors and campus resources represented in Varsity Hall. No registration – just be there! 

T. ROWE PRICE INDIVIDUAL COUNSELING SESSIONS

October 5, 2016 (Memorial Union)
October 6, 2016 (Union South)
October 7, 2016 (UW System Administration, 780 Regent Street, room 121)

To schedule an appointment go to http://rpstrowepricereg86.fugent.com/home/events.asp.

RETIREMENT PLAN SAVINGS STRATEGY WORKSHOP

Thursday, October 6, 2016, 11:00 a.m. to 12:00 p.m., Union South, check Today in the Union for room

Jennifer Almeida, T. Rowe Price, presents this workshop. Have you thought about saving for retirement? Attend this workshop designed to discuss the importance of saving for retirement while highlighting the UW TSA 403(b) Plan provisions. You’ll learn how to get started, how to determine if you’re on track, and how T. Rowe Price can help along the way. There will be time for questions.

Please register at http://rpstrowepricereg85.fugent.com/home/events.asp. Walk-ins are welcome.

FIDELITY INDIVIDUAL COUNSELING SESSIONS

October 5, 2016 (UW System Administration, 780 Regent Street, room 121)
October 6, 2016 (Red Gym)
October 18, 2016 (Union South)
November 9, 2016 (Red Gym)
November 17 and 18, 2016 (Union South)

To schedule an appointment, call 1-800-642-7131 or go to http://fidelity.com/atwork/reservations 

TIAA INDIVIDUAL COUNSELING SESSIONS

October 5, 2016 (Agricultural Hall, 1450 Linden Drive, room 354)
October 6, 2016 (Health Sciences Learning Center, 750 Highland Avenue, room 1249)
October 6, 2016 (UW System Administration, 780 Regent Street, room 121)
October 7, 11 and 27, 2016 (Union South)
October 12 and 28, 2016 (Red Gym)
November 16, 17 and 30, 2016 (Union South)
November 16, 2016 (UW System Administration, 780 Regent Street, room 121)
November 17, 2016 (Education Building, 1000 Bascom Mall, room L259A)
November 18, 2016 (Agricultural Hall, 1450 Linden Drive, room 354)
November 18, 2016 (Red Gym)
November 30, 2016 (Education Building, 1000 Bascom Mall, room 154)

To schedule an appointment, call 1-800-732-8353 or go to https://publictools.tiaa-cref.org/public/publictools/events/eventswelcome. 

TSA 403(b) BASICS WORKSHOP  

Tuesday, October 25, 2016, 11:00 a.m.-12:00 p.m., 21 North Park Street, room 1108

Tuesday, November 15, 2016, 10:00 a.m.-11:00 a.m., 21 North Park Street, room 1108

This workshop is especially intended for new investors and for those not yet in the TSA Program, but those with established accounts will find it beneficial as well. The workshop will help you understand the basics of investing and what to look for when you choose your investments. A Roth 403(b) option is available. Please go to the UW-Madison TSA Basics webpage to register.

Lincoln has advisors in Madison at 406 Science Drive, Suite 310. For a Lincoln appointment, call 608-238-8388.

Ameriprise has advisors in Madison at 2501 West Beltline Hwy., Suite 301. For an Ameriprise appointment, call 608-819-0500. 

INDIVIDUAL COUNSELING SESSIONS

Please check “Today In The Union” the day of your individual counseling session for the room at Union South and Memorial Union; for the Red Gym check “Today In The Red Gym” at the front door and other entrances. Having an individual counseling session does not obligate you to open an account. Or, if you have an account, make an appointment to discuss if you’re on track saving for retirement.

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