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
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 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
- Attend an onsite Retiring from NAU workshop
- Utilize online educational webinars, tools and resources from the Arizona State Retirement, TIAA or Fidelity websites
Upcoming highlighted webinars
Make Your Decisions With Confidence
On Demand Social Security Video Series – Use this Fidelity link to register
Flagstaff campus retirement counseling schedule:
- To meet with a vendor counselor please schedule a phone or virtual appointment.
- 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 or virtual appointment for the dates listed below use the online scheduler. Or can call 800-343-0860 to schedule.
| Date | Time | Location |
|---|---|---|
| Tuesday, Jan. 5th | 9 am to 4 pm. | Meetings will be by phone |
| Wednesday, Jan. 6th | 9 am to 4 pm. | Meetings will be by phone |
| Tuesday, Feb. 23rd | 9 am to 4 pm. | Meetings will be by phone |
| Wednesday, Feb. 24th | 9 am to 4 pm. | Meetings will be by phone |
| Tuesday, Mar. 23rd | 9 am to 4 pm. | Meetings will be by phone |
| Wednesday, Mar. 24th | 9 am to 4 pm. | Meetings will be by phone |
Fidelity online tools and educational resources
With the market’s recent downturns, you may be concerned about the retirement savings you’ve worked so hard to build potentially being in jeopardy. Join our Navigating Market Volatility webinar and get answers to questions like these:
- Should I change how I’m invested to something less risky?
- Should I move to cash right now?
- How do I pull my money out of the market?
- Why should I put more into my retirement savings plan?
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
Please use the link below to schedule a May TIAA virtual meeting. Click on an available date and time.
| Date | Time | Location |
|---|---|---|
| Wednesday, Jan. 6th | 8 am to 4 pm | Virtual meeting |
| Thursday, Jan. 7th | 8 am to 4 pm | Virtual meeting |
| Tuesday, Feb. 2nd | 8 am to 4 pm | Virtual meeting |
| Wednesday, Feb. 3rd | 8 am to 4 pm | Virtual meeting |
| Thursday, Feb. 16th | 8 am to 4 pm | Virtual meeting |
| Tuesday, Mar. 2nd | 8 am to 4 pm | Virtual meeting |
| Wednesday, Mar. 3rd | 8 am to 4 pm | Virtual meeting |
| Wednesday, Mar. 17th | 8 am to 4 pm | Virtual meeting |
TIAA online tools and educational resources
TIAA offers both live and on-demand webinars on a variety of topics.
- Learn more about virtual counseling
- Stay up-to-date with weekly market commentary
- Budgeting and Savings
- Investing
- Planning for Retirement
- CARES Act Info.
- Where do I begin?
Click here to register through the TIAA Live Webinar Lounge
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 |
|---|---|---|
| Please contact Nationwide to schedule an appointment |
Upcoming Webinar!
Women in Retirement – Tuesday July 14th 11:30 am -12:30 pm
What kind of lifestyle do you want to enjoy? Women face unique challenges as they prepare financially for retirement. Women tend to spend less time in the workforce, accumulate less in lifetime savings, live longer and invest more conservatively than men.
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.