Are you on track saving for your future? Have you intended to sign up for the TSA 403(b) Program – your supplemental retirement savings program – but just wanted a little more information first? April is Financial Literacy month, and to celebrate UW-Madison and UW-System Administration are sponsoring TSA Days April 20–24 – a whole week of informative workshops, covering a range of investment topics. Although the workshops are presented by individual UW TSA companies, the information applies to investing in general and is intended to be useful no matter which company you contribute to.
| Date & Time | Event | Presenter | Location |
|---|---|---|---|
| Monday, April 20, 2015 9:30 am |
The Starting Line: Why and How Retirement Saving Begins Now | Ken Wolinski, TIAA-CREF | 5602 Research Park Blvd., UW-Extension, Accelerator Bldg., Room 10 (lower level) |
| Monday, April 20, 2015 11:45 am |
Retirement Planning Made Simple | Kelly Hunt, T. Rowe Price | Union South |
| Monday, April 20, 2015 2:30 pm |
Roth Contributions, | Kelly Hunt, T. Rowe Price | 780 Regent Street, Room 126A&B |
| Monday, April 20, 2015 3:30 pm |
The Starting Line: Why and How Retirement Begins Now | Ken Wolinski, TIAA-CREF | Union South |
| Tuesday, April 21, 2015 9:30 am |
Halfway There: A Retirement Checkup | Ken Wolinski, TIAA-CREF | Union South |
| Tuesday, April 21, 2015 1:00 pm |
Halfway There: A Retirement Checkup | Ken Wolinski, TIAA-CREF | Memorial Union |
| Wednesday, April 22, 2015 9:30 am |
Building a Portfolio For Any Weather | David Eichler, Fidelity | 5602 Research Park Blvd., UW-Extension, Accelerator Bldg., Room 10 (lower level) |
| Wednesday, April 22, 2015 11:00 am |
Retirement Dollars: Saving Enough and Making Them Last Seating limited, please register by emailing mtheisen@uwsa.edu |
Tim Pitney, TIAA-CREF | Pyle Center (see electronic board for room) |
| Thursday, April 23, 2015 9:30 am |
Confident Retirement | Brent Kimbel, Ameriprise | 21 North Park Street, Room 5045 |
| Thursday, April 23, 2015 1:00 pm |
Building a Portfolio For Any Weather | David Eichler, Fidelity | Union South |
| Friday, April 24, 2015 12:00 pm |
Market Bubbles: Understanding Their Causes and Potential Ways to Void Them | Kevin Mohr and Carrie Schmidt, Lincoln National | Education Building, 1000 Bascom Mall, Room 159 |
Additional training and consultation is also available:
- T. Rowe Price has webinars online — Roth Contributions and Investing Insights for Women.
- In addition, take advantage of individual counseling sessions with Fidelity (April 22, 23, 24 and 27) and TIAA-CREF (April 14, 15 and 16)
- T. Rowe Price offers phone consultations – call 1-800-922-9945.
- Ameriprise has advisers in Madison at 2501 West Beltline Hwy., Suite 301. For an Ameriprise appointment, call 608-819-0500.
- Lincoln has advisers in Madison at 406 Science Drive, Suite 310. For a Lincoln appointment, call 608-238-8388.