![\"Fidelity](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/5\/2024\/08\/FIDELITY-LOGO.png\"){kind=logo}
<\/p>\nAll 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.<\/p>\n
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.<\/p>\n
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To schedule a phone or virtual appointment for the dates listed below use Fidelity’s online scheduler<\/a> or call (800) 343-0860 to schedule.<\/p>\n Contact Ryan Barton, your Fidelity representative, at ryan.barton@fmr.com or call 480-322-9743 with questions.<\/p>\n Visit the NAU Home Page<\/a> to learn more about ORP and 403(b) plan & investment options. Here you can also access Fidelity’s tools and resources<\/a>.<\/p>\n <\/p>\n To schedule a phone or virtual appointment use the TIAA online meeting scheduler<\/a>.<\/p>\n Contact Heather Coleman at Heather.Coleman@tiaa.org or 480-350-3210 with questions.<\/p>\n Visit TIAA’s Arizona University System Home Page<\/a> to learn more about ORP and 403(b) plan & investment options.<\/p>\n Upcoming live webinars<\/strong><\/p>\n <\/p>\n <\/p>\n To schedule an appointment with NAU’s representative Randall Neis email him at neisr1@nationwide.com or call (480) 213-4157.<\/p>\n 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<\/a>.<\/p>\n <\/p>\n To schedule an appointment with a CAPTRUST advisor, visit captrustadvice.com<\/a> or call (800) 967-9948.<\/p>\n\n 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.<\/p>\n Upcoming live webinars<\/strong><\/p>\n <\/p>\n <\/p>\n <\/p>\n 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.<\/p>\n Explore ASRS member education<\/a><\/p>\n\n \n 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 […]<\/p>\n","protected":false},"author":235,"featured_media":3871,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","ring_central_script_selection":"","footnotes":""},"class_list":["post-6873","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/pages\/6873","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/users\/235"}],"replies":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/comments?post=6873"}],"version-history":[{"count":4,"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/pages\/6873\/revisions"}],"predecessor-version":[{"id":23897,"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/pages\/6873\/revisions\/23897"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/media\/3871"}],"wp:attachment":[{"href":"https:\/\/in.nau.edu\/human-resources\/wp-json\/wp\/v2\/media?parent=6873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
\n \n \n How to use Fidelity\u2019s appointment scheduler Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
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Financial Education & Resources<\/h4>\n
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\n![\"TIAA](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/5\/2024\/08\/TIAA-LOGO-232x93.png\"){kind=logo}
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ORP & 403(B) <\/strong>Investment provider<\/strong><\/h4>\n
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\n \n \n How to use the TIAA online meeting scheduler Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
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Financial Education & Resources<\/h4>\n
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\n![\"\"](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/5\/2024\/08\/Nationwide-Logo-232x76.png\"){kind=logo}
<\/p>\n457(b) Investment Provider<\/h4>\n
Financial Education & Resources<\/h4>\n
\n![\"\"](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/5\/2024\/08\/CAPTREST-LOGO-232x87.png\"){kind=logo}
<\/p>\nIndependent Financial Advisor<\/h4>\n
\n \n \n How to use CAPTRUST online scheduler Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
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\n \n \n How to use CAPTRUST scheduler for in-person dates Accordion Closed<\/span><\/h4>\n <\/span>\n <\/div>\n <\/a>\n
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\n![\"Arizona](\"https:\/\/in.nau.edu\/wp-content\/uploads\/sites\/5\/2024\/08\/asrs-1-232x81.png\")
<\/h4>\n\n \n2025 Financial Education Calendar<\/a><\/div><\/div><\/h4>\n<\/div>\n<\/div>\n\n
\n\n\n \n\n \n Resources<\/h3>\n <\/div>\n <\/div>\n<\/strong><\/p>\n
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\nPrimary Retirement Plans<\/h4>\n
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\nSupplemental Retirement Plans<\/h4>\n
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