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Ready for retirement? These planning sessions can help

March 8, 2011


This spring Beloit College will be offering sessions on topics related to retirement planning. These programs are designed to provide you with valuable information and help you plan for your retirement income needs, whether you are just beginning your career, at mid-career, or thinking about enjoying life post-career.

All faculty and staff are invited and encouraged to attend. Spouses and partners are also welcome. To help plan, human resources asks (but does not require) that you sign up. Times, locations, and more detailed descriptions of each session are listed below.

If you have questions about the sessions, please contact Lori Rhead at ext. 2630 or, or Terri Dahl at ext. 2630 or


Financial Planning – A financial counselor from Consumer Credit Counseling Service will provide information about personal financial planning including:  hints for maximizing the power of your money, avoiding financial mistakes, making your financial dreams happen, and staying on track.

Thursday, March 10, 10 a.m.  – 11 a.m., Mathers
Thursday, March 24, 10:00 – 11 a.m., Mathers


Understanding Social Security and Medicare – A representative from the Social Security Administration will offer guidance on retirement income and medical benefits, disability income, survivor benefits, online services, and making the most of your Social Security benefits.

Thursday, March 17, 9:30 a.m., Mathers
Wednesday, March 23, 12:30 p.m., Mathers


TIAA-CREF Group Information Sessions

Investment Strategies – This session will focus on goal-setting, investment market trends, reducing risk by diversifying, understanding your fund choices and asset allocations, and model portfolios. Wednesday, March 30, 10:30 a.m. – 11:30 a.m., Science Center 101

Income Options – For employees approaching retirement, this session will cover investment strategies and market trends with a focus on how to use plan features and income options in a way that best suits your individual vision of retirement. Wednesday, March 30, 12:30 p.m. – 1:30 p.m., Science Center 101


TIAA-CREF  Individual Sessions
Learn more about making financial decisions that are right for you.  Schedule an appointment today with a TIAA-CREF consultant who will answer questions about your financial matters and provide guidance about your retirement planning. This individual counseling session will help you plan for your retirement by:

  • Providing objective advice and asset allocation based on your individual needs
  • Selecting your TIAA-CREF options
  • Developing or maintaining your own strategy
  • Reviewing your retirement income options

 The consultant will be able to access your TIAA-CREF account information on-line during this session.  To schedule an individual appointment contact Anna Raspa at 1-800-842-2005 ext. 255642.

Appointment times:

Thursday, April 7 from 9:45 a.m. – 4:45 p.m. – 726 Church Street, second floor

Friday, April 8 from 9 a.m. – 2:45 p.m. – 726 Church Street, second floor