TIAA-Cref Retirement

(Mandatory & Voluntary Supplemental Retirement Plan Providor)

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.

A TIAA Financial Consultant will be on-campus for a free one-on-one retirement planning advice sessions, at Wichita State University, on the following dates:

TIAA Representative

Jeremy Kohn, ChFC
Jeremy.Kohn@tiaa.org

1-800-732-8353

Click HERE to Schedule an Appointment with
Jeremy Kohn (http://www.wichita.edu/j/?6153)

Alternatively, please call our scheduling team at 800-732-8353 to set an appointment by phone.

2018 Financial Counseling Dates
with Jeremy Kohn:
Tuesday, January 23, 2018 - RSC Meeker Room #238

Wednesday, January 24, 2018 - RSC Meeker Room #238

Tuesday, February 13, 2018 - RSC Ashton/Bridges Room #257
Tuesday, February 14, 2018 - RSC Warner Room #207
Wednesday, March 14, 2018 - RSC Mayfield Room #240
Thursday, March 15, 2018 - RSC Mayfield Room #240
Wednesday, April 25, 2018 - RSC Mayfield Room #240
Thursday, April 26, 2018 - RSC Mayfield Room #240
Tuesday, May 8, 2018 - RSC Warner Room #207
Wednesday, May 9, 2018 - RSC Mayfield Room #240
Tuesday, June 12, 2018 - RSC Warner Room #207
Wednesday, June 13, 2018 - RSC Mayfield Room #240

Thursday, June 14, 2018 -RSC Mayfield Room #240

Wednesday, July 11, 2018 - RSC Mayfield Room #240

Thursday, July 12, 2018 - RSC Mayfield Room #240

Tuesday, August 7, 2018 - RSC Ashton/Bridges Room #257

Wednesday, August 8, 2018 - RSC Smoky Hills Room #258

Tuesday, October 2, 2018 - RSC Spencer Room #264

Wednesday, October 3, 2018 - RSC Spencer Room #264

Tuesday, November 6, 2018 - RSC Meeker Room #238

Wednesday, November 7, 2018 - RSC Mayfield Room #240

Wednesday, December 5, 2018 - RSC Mayfield Room #240

Thursday, December 6, 2018 - RSC Mayfield Room #240

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About TIAA-Cref

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:

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SME: DLR/HJB
Revised: 07/30/2018 HJB