To provide faculty and staff the investment planning opportunities and resources throughout their careers to help ensure they are financially prepared for retirement, and to continue providing to retirees financial and estate planning/wealth management guidance and support.

Don't wait to plan for your future! Make an appointment now to maximize your savings opportunities while enjoying tax savings on your current income.

In addition to four UGA benefits counselors, our three providers for the Optional Retirement Plan, 403b, and 457b tax deferred savings plans are now more accessible to faculty, staff, and retirees!

AIG-VALIC, Fidelity, and TIAA-CREF are available for counseling appointments during regular HR business hours to provide:

• Estate planning & wealth management services
• Retirement planning services
• Educational services
• Financial planning services

Please use the contact information at right to schedule a personal counseling appointment.

 

September 27, 2007