Retirement Counseling Session Schedule
Simplify your retirement by consolidating your retirement accounts, assessing needs for estate planning, addressing one's life insurance needs and wealth transfer strategies and reviewing your retirement income options to build flexibility for future-looking needs.
TIAA-CREF offers individual retirement counseling sessions at KU Medical Center at no cost to you. A counseling session will help you simplify your retirement by:
- Consolidating your retirement accounts to make managing your holdings easier, particularly when it comes to tax preparation
- Offering any needed estate planning, including addressing one's life insurance needs and wealth transfer strategies
- Reviewing your retirement income options to you with the most flexibility possible
Register on the TIAA-CREF website or call 1-866-843-5640 Mon-Fri 8 a.m. to 7 p.m. (CST).