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.

• Friday, October 11th – 9:00 a.m.- 11:15 a.m.
• Monday, October 14th – 1:30 p.m.- 2:15 p.m.
• Monday, October 21st – 9:45 a.m. – 12:00 p.m.
• Tuesday, October 22nd – 9:45 a.m. – 12:00 p.m.
• Friday, October 25th – 9:00 a.m. to 3:00 p.m. (On Campus in Centennial)
• Monday, October 28th – 9:00 a.m. – 1:30 p.m.
• Tuesday, October 29th – 9:00 a.m.- 1:30 p.m.
• Wednesday, October 30th – 9:00 a.m. – 3:00 p.m.

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 Kevin Collins at Kevin.Collins@TIAA.org or call Amber Knickerbocker at (319) 356-8010 with questions.

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

• Tuesday, October 1st at 11 a.m. – Protecting your savings: How to recognize and prevent account takeover schemes
• Wednesday, October 9th at 10 a.m. – Quarterly Economic and Market Update
• Tuesday, October 17th at 12 p.m. – Understanding health savings accounts (HSAs)
• Wednesday, October 23rd at 1 p.m. – Myth-busting: Planning and managing healthcare expenses

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.

Independent Financial Advisor

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

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