Retirement Planning and Financial Well-Being Resources

No matter where you are on your career journey, Georgetown University offers a resource to support your financial well-being.

Lynnette Khalfani-Cox, The Money Coach® , is a personal finance expert, television and radio personality, and the author of numerous books, including the New York Times bestseller Zero Debt: The Ultimate Guide to Financial Freedom. Lynnette once had $100,000 in credit card debt, before paying it all off in three years and turning her financial life around.

Since then, she has appeared on such national TV programs as The Oprah Winfrey Show, Dr. Phil, The Tyra Banks Show and Good Morning America sharing her success story and teaching millions about proper money management and how to get out of debt and eliminate their debt.

As part of its #RetireInequality for Women initiative, TIAA has partnered with Khalfani-Cox on a financial preparedness video series. Check it out!

TIAA offers live webinars each month on a variety of financial planning and retirement topics. You can register at tiaa.org/webinars and also access many on-demand seminars. Here’s the lineup for April:

Money at Work 2: Sharpening investment skills
Feel more secure in your savings strategy by verifying you’re on the right track. And
if you’re off track, know what adjustments you need to make. Learn how to plan your
investments and hold on to as much of your nest egg as possible.
April 12 at 12 p.m. (ET)

Looking to turn your retirement savings into a paycheck for life?
You diversify your investment portfolio before retirement to help offset risk. A similar
strategy can help see you through retirement. Learn how creating a diversified income
plan—one that uses a combination of income sources and includes annuity income
that’s guaranteed for life—can help reduce the risks you may face in retirement and
ensure you have income that never runs out.
April 12 at 3 p.m. (ET)

Quarterly economic and market update
Take a closer look at our views on the financial markets, including key market drivers,
the U.S. economy, policy and politics, and investing in public markets. We’ll also cover
the challenges that investors face and how to navigate them.
April 13 at 12 p.m. (ET)

Inside Money: Managing income and debt
Discover how to help make your money work harder by using your cash flow more
effectively, developing good saving habits and better managing debt.
April 14 at 12 p.m. (ET)

Retirement Income Diversification—What, Why and How
Learn about income diversification, why it is important and how to incorporate into your
retirement income strategies. It highlights the four key retirement risks and potential
lifetime income sources that can help create a strategy to mitigate them.
April 14 at 3 p.m. (ET)

An Introduction to Alternative Investments: Real estate
Interested in alternative investments? This webinar will help investors understand
TIAA’s innovative approach to real estate and how it can help diversify an investment
portfolio. Participants will receive an in depth look at the TIAA Real Estate Account, its
investments, performance, and strategy.
April 20 at 12 p.m. (ET)

The Fidelity Webcast Hub offers a wide variety of on-demand financial seminars. Topics include preparing for retirement, saving, investing and managing life.

PNC is the official banking partner of Georgetown University. As an employee, you are eligible for a number of workplace banking benefits. PNC provides special offers to employees. You can view the current promotions here and learn more about PNC’s workplace banking program.

Coffee with PNC: Each Tuesday from 8:30-8:45 a.m., employees are invited to join PNC for a quick overview of the workplace banking program for Georgetown University. Join via Zoom at https://pnc.zoom.us/j/92131973434. Bring your coffee!

Monthly financial wellness series: Held on the third Wednesday and Thursday of each month. This March, the topic will be Strengthening Your Financial Future.

You can find great deals on electronics, entertainment, gym memberships, travel and retail, as well as special offers on auto, home and pet insurance through our partners at Beneplace. Log on to www.beneplace.com/georgetown and use code “GUSAVES” when registering for the site.

We have arranged for our financial education partner, The Tide Creek Financial Group, to provide individual financial coaching sessions.

45-minute sessions are available on a first come, first serve basis.  Virtual and telephone meeting are available. 

Sessions can be scheduled by emailing info@tidecreek-fg.com and including Georgetown Financial Coaching in the subject line or by calling (443) 492-6563.

Don’t miss out on this opportunity to get financially organized!  If you feel that you don’t have a good sense of your financial direction, want an impartial third-party opinion on your current strategies or simply have some questions you’d like answered, a financial coaching session may be right for you.  Topics addressed include but aren’t limited to:

  • Cash flow
  • Risk management and insurance
  • Investment planning and retirement savings
  • College and major goal funding
  • Estate and beneficiary planning
  • General financial FAQs

Georgetown University established GUCares to help University employees (faculty, AAPs and staff) recover financially from loss due to recent natural disaster, accident, catastrophe, death or illness. You can learn more, apply or contribute at benefits.georgetown.edu/gucares.

Retirement Planning

You’ve been saving for retirement all these years and now the time has finally come. You are ready to retire, but where do you start? Visit Getting Ready to Retire to determine your next steps.

Ready for a retirement savings check up? Financial consultants from TIAA, Fidelity and Vanguard are available to meet with you. Please make reservations directly with your investment company.

All 1-1 appointments are now via phone or virtual, and are scheduled either by calling 800-732-8353 (Monday – Friday, 9:00 am to 8:00 pm ET) or going online to www.tiaa.org/schedulenow (new window). View TIAA’s Virtual Counseling flyer (new window) for more information about your team of financial consultants and how to connect.

You can schedule a teleconference with a Vanguard representative to help accommodate your schedule (Se habla español). To make an appointment please visit the Vanguard reservation website

Confidential consultations are a complimentary service provided to you as an employee of Georgetown University and your Fidelity Retirement Planners continue to be available over the phone and are here to help during these times of volatility.

Schedule your appointment to discuss your current financial concerns at GetGuidance.fidelity.com (new window), text “ASK” to 343898, or call 1-800-642-7131. You can also visit Fidelity’s Ask Us Anything webpage to learn about the services and support that Fidelity has to offer.