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Retirement Providers Lincoln Financial Group VALIC TIAA VOYA Financial Fidelity


Retirement Provider Schedule

Provider
Date
Time
Location
How to schedule an appointment?
During vendor visits, walk-ins can be accommodated based on vendor’s availability.
FIDELITY INVESTMENTS

 

 

 

 

To schedule an appointment
Contact: 800-642-7131 John Harris

Contact: 800-642-7131 Dena Yebernetsky

GetGuidance.Fidelity.com

LINCOLN FINANCIAL GROUP

June 19, 2018

10:00a.m. – 3:00p.m.

 

Downtown   DB 2.208

 

To schedule an appointment:
Contact: 512-891-9565
Charles Davenport

Charles.Davenport@lfg.com
TIAA

 

 


To schedule an appointment:
Contact: 800-732-8353
James Douglas "Doug" Johnson

VALIC

July 18, 2018

Aug. 29, 2018

9:00a.m. – 4:00p.m.

9:00a.m. – 4:00p.m.

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

To schedule an appointment:
Contact: 281-299-7367
Jayson Wagner

jayson.wagner@valic.com

VOYA

June 21, 2018

July 12, 2018

July 19, 2018

July 19, 2018

Aug. 9, 2018

Aug. 9, 2018

Aug. 23, 2018

 

8:00a.m. – 12:00p.m

8:00a.m. – 3:00p.m.

8:00a.m. – 11:00a.m.

11:30a.m. – 5:00p.m.

8:00a.m. – 2:00p.m.

2:30p.m. – 5:00p.m.

11:00a.m. – 5:00p.m.

 

HR– NPB Rm 4.102B

HR – NPB Rm 4.102B

DT – DB Rm 2.2.08

HR – NPB Rm 4.102B

HR – NPB Rm 4.102B

DT – DB Rm 2.2.08

HR – NPB Rm 4.102B

To schedule an appointment:
Contact: 773-456-4144
TJ Dubeansky

TJ.Dubeansky@voyafa.com

Please continue to visit this site for future opportunities.

 

Retirement Fair Presentations

Learn how to identify your future financial goals, track progress, and make the most of the UT Retirement Programs at our upcoming Retirement Fair. Attend an interactive retirement education seminar led by Lincoln Financial Group, VALIC, TIAA, VOYA and Fidelity. Visit https://mytraining.utsa.edu/classroom/ to register for the presentations.

Provider
Presentation Title
Description
Room
Time
VOYA

Is TRS Enough?

 

Do you know what you will receive from TRS/ORP, Social Security and your UT Retirement Savings? Now is a good time to find out how they all work together.  Before embarking on your retirement journey, be sure you understand how your income sources work together and what roadblocks may lay in your path.

Main Campus:

UC 2.02.02

 

9:00am-10:00am

LINCOLN

Get Real

Investors who will retire in the next five years and need to be involved in the transition from saving to spending.

Main Campus:

UC 2.02.02

10:15am-11:15am
VALIC Cash Management

This program helps attendees assess existing spending habits, set financial goals, create a written budget and start a savings plan.

 

Main Campus:

UC 2.02.02

11:30am-12:30pm

TIAA CREF

Halfway There: A Retirement Checkup

A seminar designed for  - Mid-career Financial Check-up - Evaluating your current savings. -  Formulating a plan to reach your savings goals. - How to manage what is competing with retirement savings - college savings, short-term savings, etc.

 

Main Campus:

UC 2.02.02

12:45pm-1:45pm
FIDELITY Learn Ways to Optimize for Social Security Benefits

Understand how Social Security works - Know considerations for how to best claim Social Security benefits. - Deciding when to take Social Security.

 

Main Campus:

UC 2.02.02

2:00pm-3:00pm
Seminar
Description
Time

Is TRS Enough?
(PD0138)

 

Discover how your income sources—like TRS/ORP, Social Security, and UT Retirement Savings—can work together to help you achieve the future you deserve. 

 

Slides unavailable, however, you are welcome to contact TJ Dubeansky directly at 773-456-4144 or TJ.Dubeansky@voyafa.com

Get Real
(PD0137)

 

Planning to retire in the next five years? Learn how to transition from saving to spending as you prepare for retirement.

Presentation

You are also welcome to contact Charles Davenport at 512-891-9565 or Charles.Davenport@lfg.com
Cash Management
(PD0136)

Get financially empowered. Acquire the practical tools you need to assess your spending habits, set financial goals, create a budget, and start a savings plan. 

 

Slides unavailable, however, you are welcome to contact Jayson Wagner at 281-299-7367  or jayson.wagner@valic.com

Halfway There: A Retirement Checkup
(PD0135)

 

Are you on track for retirement? Evaluate your current savings, create a plan for reaching your goals, and learn how to balance your financial priorities. Slides unavailable, however, you are welcome to contact Doug Johnson at 800-732-8353 

Learn Ways to Optimize for Social Security Benefits
(PD0134)

 

What exactly is Social Security? How do you claim your benefits? When should you start receiving payments? Find out how to make the most of this important financial benefit.

Presentation

You are also welcome to contact John Harris or Dena Yebernetsky at 800-642-7131

 *If you are an approved UT System retirement provider and would like to reserve an office for one on one appointments, please complete the Conference Room Request Form and email it to benefits@utsa.edu.

 


Updated: June 2018