Retirement Planning and Financial Well-Being Resources
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.
No matter where you are on your career journey, Georgetown University offers a resource to support your financial well-being.
Educational Webinars and On-Demand Resources
- Is Roth right for you? | Webinar with Vanguard
Wednesday, June 7 | 12-1 p.m. ET
- Understanding Roth in Your Work Savings Plan | Webinar with Fidelity
Thursday, June 8 | 10-10:30 a.m. ET
Thursday, June 15 | 12-12:30 p.m. ET
- Making Roth Contributions to the Voluntary Contribution Retirement Plan in GMS
Zoom Meeting with GU Retirement Benefit Analyst, Vivek Kumar
Wednesday, June 21 | 1-1:30 p.m.
Wednesday, June 28 | 3:30-4 p.m.
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.
The Fidelity Webcast Hub offers a wide variety of on-demand financial seminars. Topics include preparing for retirement, saving, investing and managing life.
PNC Workplace Banking and Financial Wellness
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.
Financial Preparedness with TIAA and The Money Coach, Lynnette Khalfani-Cox
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!
- How do I make saving a skill?
- How do I balance my life and student loans?
- What do I do when I’m in my 20s/30s/40s and beyond?
- What’s it gonna take to retire my way?
- How do I get paid what I really deserve?
- How do I invest in ways that make the world better?
- How do I market myself as a brand?
- What’s the real deal with my money and my relationships?
Employee Discounts through GUAdvantage
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.
Financial Coaching with Tide Creek Financial Group
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 email@example.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
GUCares Employee Emergency Fund
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.