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Retirement Providers Lincoln Financial Group VALIC TIAA VOYA Financial Fidelity



Human Resources Benefits Office is hosting financial planning webinars to assist you with savings and future retirement planning.

Register for your fall 2019 training webinar today by clicking on the vendor links below.  Please use your UTSA email when registering to receive training and development credit.

Date/Time

Class/Course Number

Presented by

Registration/Webinar link

Wed, October 9, 2019
Noon-1pm

Is TRS Enough?
PD0144

VOYA

[Register]

Wed, October 30, 2019
Noon-1pm

Cash Management
PD0845

AIG

[Register]

Wed, November 6, 2019
Noon-1pm

Halfway There
PD0846

TIAA

[Register]

Wed, November 20, 2019
Noon-1pm

Demystifying Social Security
PD0843

Lincoln Financial Group

[Register]

Wed, December 11, 2019  
Noon-1pm 

Creating a Budget, Ditch your Debt, Starting saving for the Future You
PD0844

Fidelity Investments

[Register]

Hundreds of online and classroom trainings available for all UTSA employees (full-time or part-time; faculty, staff and student employees).  View other classes and register at www.training.utsa.edu


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

Oct. 24, 2019

 1:30pm – 4:00pm

Main – GSR 2.114

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

Contact: 800-642-7131 Dena Yebernetsky

GetGuidance.Fidelity.com

LINCOLN FINANCIAL GROUP

Nov. 13, 2019

Dec. 17, 2019

Jan. 16, 2020

10:00am – 4:00pm

10:00am – 4:00pm

10:00am – 4:00pm

DT – DB 2.208

Main – NPB 4.170

DT – 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

 

 

 

 

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

jayson.wagner@valic.com

VOYA

Oct. 11, 2019

Oct. 18, 2019

Oct. 18, 2019

Nov. 8, 2019

Nov. 8, 2019

Nov. 22, 2019

Nov. 22, 2019

Dec. 6, 2019

Dec. 6, 2019

8:00am – 5:00pm

8:00am – 9:30am

10:00am – 5:00pm

8:00am – 3:00pm

3:00pm – 5:00pm

8:00am – 9:30am

10:00am – 5:00pm

8:00am – 3:00pm

3:00pm – 5:00pm

Main – NPB 4.170

DT – DB 2.208

Main – GSR 2.114

Main – GSR 2.114

DT – DB 2.208

DT – DB 2.208

Main – GSR 2.114

Main – GSR 2.114 

DT – DB 2.208 

 

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

TJ.Dubeansky@voyafa.com

Please continue to visit this site for future opportunities.

 


Updated: October 2019