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
- 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 an appointment use the online scheduler or call 800-343-0860 or email chad.mclain@fmr.com.
| Date | Time | Location |
|---|---|---|
| Thursday, Jan. 2 | 9:00 a.m - 4:00 p.m | HR Centennial Meeting Room 133 |
| Friday, Jan. 3 | 9:00 a.m - 1:00 p.m | HR Centennial Meeting Room 133 |
| Thursday, Feb. 6 | 9:00 a.m - 4:00 p.m | HR Centennial Meeting Room 133 |
| Friday, Feb. 7 | 9:00 a.m - 4:00 p.m | HR Centennial Meeting Room 133 |
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 an appointment use the online scheduler or call 800-732-8353 or email dfitch@tiaa.org to schedule an appointment.
| Date | Time | Location |
|---|---|---|
| Wednesday, Dec. 11 | 9:00 a.m - 5:00 p.m | Student Union Walnut Room B |
| Thursday, Dec. 12 | 8:00 a.m - 4:00 p.m | HR Centennial Meeting Room 133 |
| Tuesday, Jan. 21 | 9:00 a.m - 5:00 p.m | HR Centennial Meeting Room 133 |
| Wednesday, Jan. 22 | 9:00 a.m - 3:00 p.m | Student Union Walnut Room A |
TIAA online tools and educational resources
TIAA offers both live and on-demand webinars on a variety of topics.
- Budgeting and Savings
- Investing
- Planning for Retirement
- Living in Retirement
Upcoming live webinars:
Here are a just a few of the upcoming live webinars:
- Special Topic: Understanding Health Savings Accounts (HSAs)
- October 16th at 9:00 a.m (MST) webinar duration: 60 minutes
- You may know about the tax advantages of contributing to a Health Savings Account (HSA), but did you know that HSAs are also a way to save for health care in retirement? This webinar will help you understand unique aspects of the HSA including how they help account owners to pay for current health care expenses and save for those in the future.
- Click here to register through the TIAA Live Webinar Lounge
- Special Topic: Understanding Medicare
- October 23rd at 12:00 p.m (MST) webinar duration: 60 minutes
- Paying for healthcare in retirement is a critical part of financial planning and it is important to understand how Medicare operates and what choices you have.
- Click here to register through the TIAA Live Webinar Lounge
Nationwide Financial Accordion Closed
457 Deferred Compensation Plan
To schedule an appointment use the online scheduler or contact Caleb Lennon at (928) 899-5016 or lennonc@nationwide.com.
| Date | Time | Location |
|---|---|---|
| Tuesday December 10 | 10:00 a.m. - 2:00 p.m. | HR Centennial Meeting Room 133 |
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.
More Information
Contact a Retirement Vendor
Fidelity Investments
Chad McLain
480-322-9743
chad.mclain@fmr.com
Call 800-343-0860 to schedule an appointment
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