TIAA and Vanguard offer virtual counseling sessions, phone consultations in July

These are uncertain times, and the financial markets are reflecting it. Get advice and education about retirement savings in a one-on-one virtual counseling session or a phone consultation through both TIAA and Vanguard.

One-on-one virtual counseling sessions/phone consultations with TIAA will be held on the following dates:

  • July 7
  • July 8
  • July 9
  • July 10

To schedule a session with TIAA, call 800.732.8353 or register online at ScheduleNowTIAA.

One-on-one virtual counseling sessions/phone consultations with Vanguard will be held on the following dates:

  • July 28
  • July 29
  • July 30

To schedule a session with Vanguard, call 1.800.662.0106, ext. 14500, or register online at meetvanguard.com.

In-person meetings are not currently being conducted by TIAA or Vanguard.

If these dates do not work for you, you can schedule a phone consultation with TIAA or Vanguard by contacting the respective carrier and requesting a different date.

Additionally, you can check the Retirement Counseling Session Calendar for future dates in 2020.

To view additional resources from TIAA and Vanguard, visit the Human Resources page and click on the Retirement tab. 

Questions? Email AskHR@case.edu or call the HR Service Center at 216.368.6964.