University Seminars

Make the Most of Your Uni­ver­sity Retire­ment Plan

We can show you how.

If you would like to be notified of our next University Seminar, please contact me and I will be sure you are invited.
> Send an email now

What you’ll learn:

• The top 4 invest­ment mis­takes Uni­ver­sity par­tic­i­pants make with TIAA-CREF and Fidelity and how to avoid them.
• Infor­ma­tion about TIAA-CREF and Fidelity from objec­tive, inde­pen­dent research and analysis.
• Why sta­tic asset allo­ca­tion mod­els may not be suf­fi­cient in today’s new economy.
• The ben­e­fit of mon­i­tor­ing and mak­ing appro­pri­ate adjust­ments to your port­fo­lio base­d on eco­nomic analysis.

Atten­dees will receive our exclu­sive 22-page guide “Make the Most of Your Uni­ver­sity Retire­ment Plan”. The sem­i­nar is free, but reser­va­tions are required.

Call: 734.994.1188 or 877.847.2446