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Individual Counseling Sessions with a TIAA-CREF Retirement Specialist

May 2, 2012


Thursday May 10
and Thursday, June 7, Individual Counseling Sessions with a TIAA-CREF Retirement Specialist

ONE-ON-ONE COUNSELING SESSIONS

Pacific will be offering Individual Counseling Sessions, where you can discuss your personal financial situation with a TIAA-CREF consultant on a confidential basis. They will be available to discuss how to help you achieve your financial goals by investing in your employer-sponsored retirement plan, IRAs, mutual funds and annuities. These are now 45 minute sessions focused on asset allocation, income options and consolidating outside accounts.   

  

The Individual Counseling Session can help you answer questions such as:

 

  • Am I saving enough for retirement?
  • Is my asset allocation on track?
  • What are the tax implications with different retirement products, such as a Roth IRA?
  • Should I consolidate outside accounts with TIAA-CREF?
  • What are my income options at retirement?

  

  

Date(s)                                                 Time(s)                                 Location(s)

Thurs, May 10th                                         9 a.m. - 3 p.m.                         Library - Study Room 4

Thurs, June 7th                                          9 a.m. - 3 p.m.                         Library - Study Room 4

SIGN UP TODAY:

 

An appointment is required for these events!

To schedule a meeting with a TIAA-CREF Consultant, please call the

Service & Scheduling Group at (800) 732-8353. You can also schedule

on-line by logging on to your accounts at www.tiaa-cref.org.

 

*If you have met with a TIAA-CREF consultant within the past 12 months, please call our Telephone Counseling Center at 800-842-2252 with any questions or concerns. This will give other employees an opportunity to meet with TIAA-CREF one-on-one if they haven't been able to do so in the past due to capacity and wait lists. Thank you for your cooperation!*

 

TIAA-CREF does not offer tax advice. See your tax advisor regarding your particular situation. The investment products and strategies that will be presented may be subject to market and other risks, including possible loss of principal.

 

TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products. Brokerage Services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, members FINRA and SIPC.

 

You should consider the investment objectives, risks, charges and expenses carefully before investing. Please call 877 518-9161, or go to www.tiaa-cref.org/prospectuses for a prospectus that contains this and other information. Please read the prospectus carefully before investing.

 

Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement

Equities Co., New York, NY.

©2012 and prior years Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF), New York, NY 10017.