Consultations and seminars

Need help planning for retirement? The UW offers both 1:1 consultations and financial planning seminars to help you set and achieve your retirement savings goals. As a UW employee, you can meet with representatives Fidelity Investments, TIAA, or both on-campus or at another location convenient for you.

Fidelity Investments
Fidelity representative are available to meet you at several UW locations including the UW Tower, Harborview, UW Medical Center, and UW Tacoma. Visit the Fidelity website to schedule an in-person meeting with a Fidelity representative.

Informed by decades of company experience, the financial professionals at TIAA can help you create a retirement portfolio that’s right for you. Get guidance from the TIAA website, and call to schedule and in-person meeting with a TIAA representative.

Talking with an investment professional can help you:

  • Maximize your retirement savings
  • Balance retirement planning with other financial goals
  • Build an investment portfolio with the right mix of asset allocations
  • Determine your investment strategy
  • Achieve your savings goals

If you can’t meet or just prefer getting help over the phone, you can call instead. Either way you’ll get help making investment choices that keep you on the right track for retirement.