retirewiseÒ MetLife Seminar Sophomore Series | March-April 2014
Whether your retirement is a number of years away, or right around the corner, Marquette University is pleased to offer, for the fifth year in a row, the retirewiseÒ program to all employees.

You and a guest are invited to join us for MetLife's retirewise four part module series. The seminar is designed to build upon itself; so it is highly recommended you attend all four sessions, although it is not mandatory. This March and April Marquette University in conjunction with MetLife’s, Paul Tourville, will be offering Retirewise Session B-Sophomore Series . The same two classes will be offered each week, on two separate days over a four week time frame. This “sophomore” series is designed for the employee who has an average to advanced understanding of the financial aspects of retirement planning. It is also geared towards employees who are 55 and older. Download a flyer for more details.

Registration for the Sophomore Series must be done no later than Friday, March 21st

You can also register by visiting www.metlifeplansmart.com, (enter Marquette University) for the company name or call 1-866-801-3547, and print and fax the registration form attached to 1-855-288-6015.

· Milwaukee, WI (1442 West Wisconsin Avenue) – 3/25, 4/1, 4/8, 4/15 - register for the workshop series now

· Milwaukee, WI (1442 West Wisconsin Avenue) – 3/26, 4/2, 4/9, 4/16 - register for the workshop series now

Module 4: Making the Most of What You Have
04/15/2014 11:30 AM - 1:00 PM AMU 163 OR
04/16/2014 11:30 AM - 1:00 PM AMU 163


Long Term Care Class Sophomore (GROW program) | Tues. April 29 and Wed. April 30

  1. Keys to picking a carrier
  2. Mutual companies vs. stock companies
  3. CPI inflation protection vs. fixed inflation protection
  4. Combination Life/LTCi products
  5. Paying premiums vs. investing that same amount
  6. Tax considerations for LTCi
  7. How to be a smart LTCi policyholder

To Register for a class, email growwithmu@marquette.edu or call: 288-7305.

 

TIAA-CREF Individual Counseling Sessions | Tues. May 6
You can discuss your personal financial situation with a TIAA-CREF consultant on a confidential basis. You can also discuss how to help achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

TIAA-CREF Individual Counseling Sessions | Wed. May 7
You can discuss your personal financial situation with a TIAA-CREF consultant on a confidential basis. You can also discuss how to help achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

TIAA-CREF Individual Counseling Sessions | Thurs. May 8
You can discuss your personal financial situation with a TIAA-CREF consultant on a confidential basis. You can also discuss how to help achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

 

 

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Marquette University Department of Human Resources
David Straz Tower, Room 185
915 W. Wisconsin Ave., Milwaukee, WI 53233
Phone: (414) 288-7305 | (414) 288-7425 (FAX)