Is your financial plan on track for retirement? Join us for this practical mid-career session featuring our guest speaker, Adam Rayburg, Wealth Management Advisor at TIAA. Adam will walk participants through five key steps to building a financial foundation that lasts: assessing your current financial standing, managing expenses, optimizing savings through retirement plans and IRAs, diversifying your investments, and creating guaranteed income strategies. You'll leave equipped with the tools and knowledge to take meaningful action toward a secure retirement.

In Session #5, our subject matter experts will cover:

• Understanding retirement accounts — a breakdown of 403(b), 401(a), Pre-Tax and Roth options and how each fits into your retirement plan
• Investment fundamentals and diversification — key principles for building a balanced portfolio that supports long-term retirement income
• Annuities vs. fixed income strategies — comparing options for generating steady, reliable income in retirement
• How much income you'll need — estimating your retirement income needs and whether your savings are on track
• Withdrawals and distributions — how to access funds once you retire, including RMDs, loans, and distribution strategies
• Beneficiary designations — why keeping your beneficiaries up to date matters and key considerations to keep in mind
• Planning tools and resources — budgeting tools, TIAA offerings, and how to work with a financial advisor

There will also be time at the end of the session for live Q&A.

Download your Passport to Retirement to keep track of your progress and take notes!

Register online for the webinar