TIAA retirement plan updates: group forums and individual meetings

Event Date
-
-
Location
Rosenau Room C in the ASCC
Investment advisor and clients looking at a tablet with a chart reviewing investments.

This message, which is a follow-up to our open forums and individual meetings from September, is for all HFC employees participating in HFC-sponsored TIAA retirement plans.

Join us for a discussion regarding updates to your TIAA retirement program.

You are invited: group meetings with Miller Financial Nov. 11 and 12

Joe Miller of Miller Financial Services will once again be on the HFC campus speaking about the latest retirement plan information, hosting group meetings in Rosenau Room C on the first floor of the Andrew A. Mazzara Administrative Services & Conference Center (ASCC) (Building L on the main campus):

  • Monday, November 11, from 10:00 to 11:00 a.m.
  • Tuesday, November 12, from 2:30 to 3:30 p.m.

Please register to attend one of the group meetings

The group sessions will be similar but not identical to those in September. If you did not attend in September, we recommend you participate now that the changes have been made. If you did attend in September, you are welcome to attend again.

You are invited: individual meetings with Miller Financial, Nov. 11 and 12

Individual meetings are available if you are unable to attend the group meetings or have individual retirement questions. Please bring your most recent statements of the accounts you wish to discuss with a financial advisor. These meetings are offered at no charge to you.

Individual meetings are available every 30 minutes:

  • Monday, November 11 11:00, 11:30, 12:00, 12:30, 1:00, 1:30.
  • Tuesday, November 12: 9:00, 9:30, 10:00, 10:30, 11:00, 11:30

Please register here to attend an individual meeting

Zoom option for an individual meeting

To schedule a Zoom meeting anytime with Joe Miller of Miller Financial, contact Diane Shank at 269-781-5129 or diane@millerfinancialplanning.com.

For questions or more information, contact Bryan Bame at ext. 9657 or Dina Fonseca at ext. 9746.