TIAA

TIAA’s Brookfield, WI is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (800) 842-4588.

Our associates had a great time reading with students at the Pajama Program Reading Center in NYC.

americanhealthcareleader.com

Ben H. Lewis Wants Healthcare Professionals to be Ready to Retire

TIAA’s Ben Lewis highlights the importance of having a retirement plan that provides lifetime income and helps employers and employees alike, via American Healthcare Leader.

americanhealthcareleader.com TIAA’s Ben H. Lewis highlights the importance of having a retirement plan that provides a steady stream of income and helps employers and employees alike

finance.yahoo.com

TIAA CEO Roger Ferguson: How to close the $1 trillion racial wealth gap

How can we close the racial wealth gap? CEO Roger Ferguson joined Yahoo Finance to discuss this issue and more.

finance.yahoo.com Ferguson manages $1.3 trillion worth of assets as the CEO of TIAA.

wamu.org

Howard University Takes On African American Financial Literacy Gap | WAMU

TIAA joined with Howard University and AARP to host a conversation about solving financial challenges and building economic strength in the African-Americans community. CEO Roger Ferguson and Howard President Wayne A. I. Frederick shared insights about these issues with NPR.

wamu.org An event held at Howard University focused on solving financial challenges and building the economic strength of the African American community.

TIAA CEO Roger Ferguson joined Howard University President Wayne A. I. Frederick to honor two Howard students, Ahmari Anthony and Shenteia Fryer, with TIAA Difference Maker Scholarships in recognition of their community service and to support their career aspirations.

TIAA is proud to be recognized by Charlotte’s Veterans Bridge Home as the 2019 Employer of the Year. Our Corps BRG members Joe Mulla and Jon Foss accepted the award, which echoes our commitment to serve our military and veteran community.

Never Run Out - Lorraine Conrad-Purificato

We’re committed to helping people like Lorraine never run out of income in retirement. Never run out with guaranteed monthly income for life. Learn more. https://go.tiaa.org/2WSA1Mn

Howard University

‪We are kicking off the second panel at Financial Wellness in the African American Community Seminar with TIAA and AARP.

‪We are joined by moderator Michelle Miller of CBS News and panelists Frederick Wherry of Princeton University, journalist and author, Opportunity Finance Network CEO Lisa Mensah and Kilolo of Urban Institute

Howard University

‪Good morning from TIAA CEO Roger W. Ferguson. Students, faculty and staff attend the first-of-it’s-kind, Financial Wellness in the African American Community Seminar today 10am-noon. AARP ‬

Howard University

‪Did you know: “59% of African Americans have been late on their student loan payment” – ‬ Annamaria Lusardi.

TIAA joined together with Howard University and AARP to host a conversation on solving financial challenges and building economic strength for African Americans. Learn more. https://go.tiaa.org/2RI1hhl

ICYMI: Our CEO Roger Ferguson joined financial expert Stacey Tisdale and Breakfast Club hosts Charlamagne Tha God (CThaGod) and Angela Yee last week to break down financial literacy and success: https://go.tiaa.org/2GisH6Q

TIAA Serves Dallas associates impacted 1,500 students by serving as judges during the financial consulting portion of the Texas DECA competition, which prepares high school and college students to be leaders and entrepreneurs for careers in marketing, finance, hospitality and management.

January is Financial Wellness Month. But at TIAA, we’re focused on creating end-to-end financial wellness for our clients every day of the year. It’s been TIAA’s top priority for the last 101 years. We’re proud to work every day to help our clients build financial confidence and achieve their goals. Learn more. #FinancialWellnessMonth https://go.tiaa.org/37fpUHA

TIAA CEO Roger Ferguson joined Stacey Tisdale and The Breakfast Club hosts for a discussion about financial literacy, financial wellness, and closing the wealth gap in the African American community. #WealthWednesday #BreakfastClub See it here: https://go.tiaa.org/2GisH6Q

hrc.org

Best Places to Work 2020 | Human Rights Campaign

TIAA is proud to be on the Human Rights Campaign's list of Best Places to Work. #CEI2020

hrc.org From banking to retail, read our full list of the Best Places to Work based on ratings in HRC's 2020 Corporate Equality Index.

Breakfast Club

We'll be celebrating the life of #MartinLutherKingJr on #WealthWednesday, January 22nd with our good friends at TIAA #resiliency ✊🏿

forbes.com

America's Best Employers For Diversity 2020

We’re honored to be included in the Forbes Best Employers for Diversity 2020.

forbes.com Where are the most diverse places to work? We polled 30,000 U.S. employees and came up with a ranking of the top 500 large employers and the top 250 midsize ones. Is your company on the list?

TIAA leaders and Business Resource Group associates joined together to attend the 33rd annual Martin Luther King, Jr. Breakfast in Jacksonville to celebrate the life and the legacy of Dr. King. The breakfast encourages individuals and corporations to come together for the improvement and development of the community.

stackingbenjamins.com

Navigating the SECURE Act » The Stacking Benjamins Podcast

TIAA’s Dan Keady joined the Stacking Benjamins podcast to share insights on how the SECURE Act helps Americans pursue a secure financial future and what the new legislation means for you.

stackingbenjamins.com Your retirement options just became more robust. A new law called The SECURE Act passed late last year and today we’re sharing ALL of the information you need to know to change your plan to take advantage of this new, exciting legislation. If this is new to you, don’t worry, we’ve got you cove...

Congratulations to University of Virginia economist Lee Lockwood for winning the 24th annual TIAA Institute Samuelson Award, which honors research that helps promote lifelong financial security. https://go.tiaa.org/39KWi6D

Once again, TIAA Bank has been recognized in the GBR Best Banks 2020 rankings. We’re proud to serve clients on every step of their financial journey. https://go.tiaa.org/2QTNlzd

Never Run Out - Carol Culton

We’re committed to helping people like Carol never run out of income in retirement. Never run out with guaranteed monthly income for life. Learn more. https://go.tiaa.org/2WSA1Mn

nbr.com

Nightly Business Report – December 19, 2019

TIAA CEO Roger Ferguson joined Nightly Business Report (NBR) to discuss the economy and Congressional action this week to help modernize and improve America’s retirement system with the passage of the SECURE Act.

nbr.com Tonight on Nightly Business Report, the three major averages all close at records as the year-end rally rolls on. Plus, Nike reports better than expected profit and revenue but sales in its biggest…

TIAA associates brought our annual Virtual Toy Drive full circle at the Metrocrest Services Holiday Site store in Carrollton, Texas by volunteering to sort toys and help families in need shop for holiday gifts at a reduced price to fill their holidays with joy.

[12/17/19]   TIAA applauds the Congressional action toward retirement security with the passage of the SECURE Act, which will help modernize America’s retirement system, once signed into law. Read our statement about the act’s implications. https://go.tiaa.org/2EuwuNr

TIAA associates and their families brought our annual Virtual Toy Drive full circle at the United Way Children’s Holiday Party in Denver by leading face painting and craft activities with the children, while their parents browsed donated toys to fill their holidays with joy.

Saving for retirement and repaying student loans can be difficult – CEO Roger Ferguson explains how we can bridge the gap. https://go.tiaa.org/35sfOSa

TIAA was honored at the eWomen News Corporate Equality luncheon honoring companies that are spearheading gender equality efforts. Melissa St. Clair, Sr. Director, Innovation and Diversity Strategies, represented the company on a panel discussing how to challenge unconscious bias and drive inclusion in the workplace. #equality #diversity #inclusion

TIAA's 2019 Lifetime Income Survey

Are you worried you’re not saving enough for retirement? You’re not alone. Build your financial confidence. Learn more. https://go.tiaa.org/2sVK0XT

It’s hard to know what the future will bring. Get tips from TIAA on how lifetime income can help you prepare for uncertainty. https://go.tiaa.org/2DPRjmk

Never Run Out - Raymond Clark

We’re committed to helping people like Raymond never run out of income in retirement. Never run out with guaranteed monthly income for life. Learn more. https://go.tiaa.org/2WSA1Mn

TIAA celebrated National Disability Employment Awareness Month by sharing the triumphs and challenges of those living with or helping with disabilities, and by giving back to our local communities through service projects. https://go.tiaa.org/2QOOqtI

marketwatch.com

Soaring student debt is keeping people of all ages from a stable retirement. Here’s how to help

TIAA CEO Roger Ferguson shares how student loan debt can impact your retirement, via MarketWatch.

marketwatch.com Navigating student loan debt is our collective responsibility.

TIAA was proud to be named Outstanding Philanthropic Organization by AFP Charlotte as part of its 2019 National Philanthropy Day celebration. It is an honor to give back to the communities where we work and live.

Scared to spend? Check out our tips in The New York Times on how to save wisely and live retirement to the fullest. Feel secure in your savings. https://go.tiaa.org/2O39Ml2

TIAA Serves Dallas associates partnered with Junior Achievement of Dallas for its JA BizTown to help Lyles Middle School students learn about financial resources and career experiences. Students had the opportunity to run a bank, manage a cafe, buy and use insurance, use debit cards, vote, and more.

employeebenefitadviser.com

Do employee resource groups help to boost diversity?

TIAA Chief Inclusion & Diversity Officer Corie Pauling shares insights on the value of Business Resource Groups via Employee Benefit Adviser.

employeebenefitadviser.com TIAA has been increasingly investing in these benefits as a way to create a more inclusive workspace.

Feeling financially secure and enjoying retirement can be tricky. Read our tips in The New York Times on how to do both. https://go.tiaa.org/2O39Ml2

NBC TODAY show financial expert Jean Chatzky shares her family’s positive experience with TIAA and why lifetime income is key. Never run out with guaranteed monthly income for life. Learn more. https://go.tiaa.org/33ZEAcd

cnbc.com

4 ways to avoid the overspending trap this holiday

TIAA’s Shelly-Ann Eweka shares tips to avoid overspending this holiday season via CNBC.

cnbc.com Despite being worried about debt, consumers will still spend an average of $1,679 on gifts this year, 75% more than last year, according to one report. Here are some steps you can take to avoid a holiday hangover.

In celebration of National Philanthropic Day, TIAA’s Charlotte Leadership Council provided lunch for the staff at Classroom Central as a thank you for the support they provide teachers and students in our local community.

TIAA CEO Roger Ferguson joined Professor Richard Berner at the NYU Stern School of Business Center for Global Economy and Business for a fireside chat with students, faculty and alumni on investing, TIAA’s history, and the economic outlook.

This week in Charlotte we hosted our Business Resource Group leaders for our CEO Inclusion Forum. The BRG leaders met with our Executive Committee members to share their perspectives on how we can support Inclusion & Diversity at TIAA and opportunities to continue driving engagement across the organization.

TIAA Our Corps BRG was honored to host U.S. Army veteran and author of Life Lessons from the Cockpit Frank Van Buren as part of our #VeteransDay celebration with Veterans Bridge Home #BeTheBridge

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15800 W. Bluemound Road, Suite 105
Brookfield, WI
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