Jeff Begovatz, a Financial Consultant with TIAA, is available to meet with you virtually on Tuesday, June 22 from 9 AM – 4:00 PM to provide a One-on-One Advice Session.  Register for a session by clicking here or calling 800/732-8353.

Our M3 Financial partners, Keith Berry (Retirement Plan Consultant) and Charlie Munkwitz (Relationship Manager) are also available to meet with you by phone to answer questions about retirement planning.  Keith can be reached at 262/524-4172, and Charlie, at 262/524-6020.

Consider signing up for a virtual visit with Jeff or reaching out to one of our M3 Financial partners – they’re able to answer these questions and more:

• How do I move my monies to the Retirement Choice Plan (314862) to take advantage of lower investment fund and record keeping fees? 
• Am I invested in the right mix of investments to meet my goals?
• Am I saving enough to create the retirement income I need?
• How do I take income from my retirement savings when I stop working?

Please direct questions you have relating to the above to Human Resources at 608/663-3317 or HumanResourcesDepartment@edgewood.edu.