Financial Planning
Counseling & Online Financial Educational Resources
Our ‘Financial Wellness’ program provides employees access to financial education information three different ways.
- Meet with a vendor representative for an individual retirement counseling session
- Attend an onsite Retiring from NAU workshop
- Utilize online educational webinars, tools and resources from the Arizona State Retirement, TIAA or Fidelity websites
The university’s retirement plan vendors regularly come to the Flagstaff campus for individual counseling sessions. Schedule a session to learn:
- about your retirement plan options
- the best investment mix and strategy to meet your retirement goals
- how to balance your spending priorities in order to save more
Flagstaff campus retirement counseling schedule:
- To meet with a vendor counselor please schedule an appointment.
- Important update! Effective 03/16/2020 our vendor counselors (Fidelity, TIAA and Nationwide are only scheduling phone and virtual meetings.
- To review online workshops, webinars and other educational resources click on the vendor drop-down list
Fidelity Accordion Closed
Optional Retirement Plan (ORP) and Voluntary 403(b) plan
To schedule a phone appointment use the online scheduler.
| Date | Time | Location |
|---|---|---|
| April | Please schedule a meeting | Meetings will be via phone |
Fidelity online tools and educational resources
Fidelity offers both live webinars and on-demand financial education workshops.
- Plan for Life workshops are live webinars offered to employees.
- View on demand webinars and other helpful tools with the Fidelity Learning Center.
Webinars:
TIAA Accordion Closed
Optional Retirement Plan (ORP) and Voluntary 403(b) plan
To schedule a phone appointment use the online scheduler .
| Date | Time | Location |
|---|---|---|
| Wednesday, Mar. 25 | 9:00 a.m - 4:00 p.m | Meetings will be via phone |
| Tuesday, April 28 | Virtual meeting times not yet posted | |
| Wednesday, April 29 | Virtual meeting times not yet posted | |
| Thursday, April 30 | Virtual meeting times not yet posted |
TIAA online tools and educational resources
TIAA offers both live and on-demand webinars on a variety of topics.
- Stay up-to-date with weekly market commentary
- Budgeting and Savings
- Investing
- Planning for Retirement
- Living in Retirement
- Where do I begin?
Upcoming live webinars:
Here are a just a few of the upcoming live webinars:
Learn about TIAA’s latest online tools and resources: April 1 at 9:00 a.m (MST)
- Learn about TIAA’s mobile and web resources.
Tax Planning in 2020: April 14 at 9:00 a.m (MST)
- After filing annual income tax returns, many of us want to think about income tax planning strategies for the future. We also want to know if estate, gift or generation skipping transfer (GST) taxes will impact our planning. Learn some common strategies to help leave more for you and for your heirs.
The Starting Line: Why and how retirement savings begins now: April 14 at 12:00 p.m (MST)
- You can learn how to evaluate and manage debt, find additional ways to save, create a budget and begin to plan for retirement.
Explore other available webinars
Public Service Loan Forgiveness (PSLF) Tools.
The PSLF program may be able to help you. Learn more about Public Service Loan Forgiveness and if you meet the requirements. www.tiaa.org/pslf .
Nationwide Financial Accordion Closed
457 Deferred Compensation Plan
To schedule an phone appointment use the online scheduler or contact Caleb Lennon at (928) 899-5016 or lennonc@nationwide.com.
| Date | Time | Location |
|---|---|---|
| Thursday, April 2 | 10:00 a.m - 1:00 p.m | Meetings will be via phone |
| Thursday, May 7 | 10:00 a.m. - 1:00 p.m. | Meetings will be via phone |
Arizona State Retirement System (ASRS) Accordion Closed
ASRS online tools and resources
Road to Retirement Series: 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.
- ASRS member education
- View the Road to Retirement series.
Is parking provided for my counseling session?
No special parking is available for counseling sessions. Year-round, a vehicle must display a valid permit to park on campus. Temporary permits can be purchased at the kiosk located near the entrances to campus or by contacting Parking and Shuttle Services at 928-523-6623.
Contact a Retirement Vendor
Fidelity Investments
Chad McLain
480-322-9743
chad.mclain@fmr.com
TIAA
Donn Fitch, CFP
866-548-3705,
ext. 453209 or
480-350-3209
dfitch@tiaa.org
Nationwide Retirement Solutions
Caleb Lennon, Retirement Specialist
928-899-5016
Customer Service:
1-800-796-9753
lennonc@nationwide.com