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TIAA-CREF One-on-One Counseling

Research Foundation Logo
MEMORANDUM

To: Eligible Research Foundation Employees
From: Lisa Coleman, Manager of Employee Benefits, Human Resource Services
Date: September 4th, 2007

Why not take advantage of our commitment to helping you make the financial decisions that are right for you?

A TIAA-CREF consultant will be on site to provide free one-on-one counseling sessions. To schedule an appointment with a TIAA-CREF consultant, please visit the TIAA-CREF website or call Kathy Murphy at (516) 454-4025. Topics might include:

  • Understanding the Stony Brook University Retirement Program
  • New Savings Opportunities
  • How to find the right investment allocation for you
  • TIAA-CREF retirement income flexibility
  • Lifetime income vs. Cash withdrawals

Stony Brook University

Dates: September 11, 18, 26
October 2, 11, 16, 25
November 6, 14, 19, 27
December 5, 11, 19
Time: 09:00AM to 04:00PM
Location: Administration Building, Room 390

Health Sciences Center

Dates: September 7, 13
October 8, 22, 24
November 8, 15, 21
December 3, 18
Time: 09:00AM to 04:00PM
Location: Administration Building, Room 390