Financial Literacy

The Arizona Board of Regents contracts with both Fidelity Investments and TIAA to provide the Optional Retirement Plan and Voluntary 403(b) Plan. As part of these contracts, both investment companies offer a variety of financial education resources to all University of Arizona employees whether or not you have an account with them.

Courses that fit your schedule

NOTE: The self-paced online sessions require Adobe Flash.
The University of Arizona is providing these resources as information and does not own the content provided within these twebinars.

 

Retirement Accounts and

the CARES Act

Learn the impact of the coronavirus relief bill on University of Arizona retirement plans and the pros and cons of withdrawing from your retirement account.

Approx. Time: 15 minutes

Presenting Partner: TIAA

 

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TIAA Blue Target with Arrow in Bullseye

Buy, Sell, Hold Firm?

Keeping on Course in a Turbulent Market

Learn about the current market turbulence and how to stay on course with your personal finances.

Approx. Time: 15 minutes

Presenting Partner: TIAA

 

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Identify and Prioritize

Your Savings Goals

Learn how to identify and prioritize your savings goals.

Approx. Time: 30 minutes

Presenting Partner: Fidelity Investments

 

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Individual Financial Consulting

Meet with a certified financial planner from Fidelity Investments or TIAA to review your financial situation, plan for future financial needs, and determine if you are on track for retirement.

Meet with Fidelity

Meet with TIAA

  • Main campus: Visit the TIAA website or call 800-842-2252
  • College of Medicine – Phoenix: Contact Donn Fitch at dfitch@tiaa.org or 480-350-3209

Additional Videos On-Demand

Create a Budget, Ditch Your Debt, and Start Building for the Future: Learn practical strategies to managing your spending and debt.

Approx. Time: 28 minutes

Presenting Partner: Fidelity Investments

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Turn Your Savings Into Retirement Income: Learn different ways to save for retirement and how to keep your assets growing.

Approx. Time: 20 minutes

Presenting Partner: Fidelity Investments

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Learn the Basics of When and How To Claim Social Security: Learn how social security works and considerations for when to start claiming your benefit.

Approx. Time: 25 minutes

Presenting Partner: Fidelity Investments

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Connect with us!


Have questions about financial literacy offerings at the University of Arizona?

Connect with Chad Myler, MS, CHES

call 520-626-4760  or email cmyler@arizona.edu

 

Have questions about your benefits?

Connect with the HR Solutions team!

call 520-621-3660 or email hrsolutions@email.arizona.edu