Financial Planning & Education

All employees regardless of employment classification have access to a variety of financial education resources through NAU retirement providers including individual retirement counseling sessions, financial education webinars and retirement planning tools.

You can meet with a representative for an individual retirement counseling session to learn about your retirement plan options and the best investment mix and strategy to meet your retirement goals.

ORP & 403(b) Investment Provider

To schedule a phone or virtual appointment for the dates listed below use Fidelity’s online scheduler or call (800) 343-0860 to schedule.

Contact Ryan Barton, your Fidelity representative, at ryan.barton@fmr.com or call 480-322-9743 with questions.

• Wednesday, August 20th – 8 a.m. – 5 p.m. (on Campus in Centennial)
• Wednesday, September 17th – 8:00 a.m. to 5:00 p.m. (on Campus in Centennial)

Financial Education & Resources

Visit the NAU Home Page to learn more about ORP and 403(b) plan & investment options. Here you can also access Fidelity’s tools and resources.

• Fidelity offers both live and on-demand webinars on a variety of topics. View On-demand web workshops
• Watch this quick three-minute video to see all the help you can take advantage of and take your next steps towards financial wellness today!

ORP & 403(B) Investment provider

To schedule a phone or virtual appointment use the TIAA online meeting scheduler.

Contact Heather Coleman at Heather.Coleman@tiaa.org or 480-350-3210 with questions.

• Tuesday, August 19th – 8 a.m. – 5 p.m. (on Campus in Centennial)
• Wednesday, August 20th – 8 a.m. – 5 p.m. (on Campus in Centennial
• Thursday, August 21st – 8 a.m. – 5 p.m. (on Campus in Centennial)

Financial Education & Resources

Visit TIAA’s Arizona University System Home Page to learn more about ORP and 403(b) plan & investment options.

• TIAA offers both live and on-demand webinars on a variety of topics.   Visit TIAA’s Webinar Lounge.
• Visit Insights to access TIAA’s tools, videos and advisors that help you prepare for retirement.

Upcoming live webinars

• • Thursday, August 14th at 9 a.m. –Your guide to living well in retirement
  • Thursday, August 28th at 12 p.m. – Live long and prosper: Your guide to understanding longevity 
  • Thursday, September 11th at 10 a.m. – Tips for working with a financial professional
  • Thursday, September 25th at 1 p.m. – How to get the most from your employee retirement plan

457(b) Investment Provider

To schedule an appointment with NAU’s representative Randall Neis email him at neisr1@nationwide.com or call (480) 213-4157.

Financial Education & Resources

Learn about the 457(b) Supplemental Savings plan. This plan will help supplement your primary retirement plan. Take advantage of the insights and educational resources available to you. Live virtual meetings will be held every Wednesday at 3:30 pm throughout 2025 and every Thursday at 9 am and 1 pm throughout 2025. Register here.

Independent Financial Advisor

To schedule an appointment with a CAPTRUST advisor, visit captrustadvice.com or call (800) 967-9948.

Regardless of which retirement plan employees choose, the 1:1 session is your opportunity to discuss any financial topics that matter to you. This could include budgeting, debt reduction, emergency savings, investment questions, college or retirement planning, estate planning, the ASRS plan, the ORP, and more.

• Wednesday, September 3^rd – 8:00 am to 5:00 pm
• Thursday, September 4^th – 8:00 am to 5:00 pm

Upcoming live webinars

• Wednesday, September 3rd at 10 am – Bridging the Gap 
• Wednesday, September 3rd at 1 pm – Bridging the Gap 
• Thursday, September 4th at 10 am – Bridging the Gap
• Thursday, September 4th at 1 pm – Bridging the Gap 

Member education is for everyone! It is never too early to plan for your retirement and now you can find even more learning opportunities as an ASRS member. Watch a video, explore via eLearning, attend an online webinar or join a live group meeting.

Explore ASRS member education