Are you or your spouse part of the 15% of Lexington’s population that participate in a TIAA-CREF retirement plan? Come hear the ins and outs of these plans from a former TIAA-CREF financial consultant. The five years before and the five years after retirement are your critical planning years for a successful and sustainable retirement. Are you 50 years+ and concerned that longevity, inflation, and undependable market returns will negatively impact your retirement? Hear independent thinking about the strengths and limitations of your TIAA-CREF retirement plan, and how it may or may not fit into your overall planning. Each student will receive a retirement planning workbook in class.
Rose Thompson worked for TIAA-CREF as a financial consultant to area universities, colleges, hospitals and other non-profits. Rose guided over 1,000 doctors, nurses, professors, researchers, administrators and staff on their retirement planning. Currently Rose works for Common Capital Advisors, a Registered Investment Advisory firm in Needham, MA.