TSA and Wisconsin Deferred Compensation One-on-One Appointments and Seminar Schedule

Appointments are available throughout the year at Memorial Union, unless otherwise stated. You can view the appointment schedule below. Check Today in the Union (TITU) for room locations. For available appointment times, look next to the vendor name.

Dreyfus

To schedule a one-on-one portfolio review, please contact Dreyfus at: custserv@dreyfus.com

One-on-One Appointment Dates | 9:00am - 5:00pm

Please check back for Dreyfus dates.

Fidelity

Make an appointment by calling: 1-800-642-7131 or sign up for appointments online.

One-on-One Appointment Dates | 9:00am - 5:00pm

  • February 15, 16, 17, 2012
  • March 21, 22, 23, 2012
  • April 25, 26, 27, 2012
  • May 22, 23, 24, 2012
  • June 20, 21, 22, 2012

T. Rowe Price

Live Webinars

T. Rowe Price is sponsoring live webinars "Retirement Investing From Beginning to End" and "Retirement Milestones" the weeks of February 6 and February 13; registration is required. More information >>

TIAA Cref

Make an appointment by calling: 1-800-732-8353

One-on-One Appointment Dates | 9:00am - 5:00pm

  • February 15, 16, 17, 2012
  • March 7, 8, 9, 2012 (March dates will take place at Union South)
  • April 12, 13, 2012
  • May 9, 10, 11, 2012
  • June 20, 21, 22, 2012 (June dates will take place at Union South)

Seminars

How Am I Doing?
February 17, 2012, 11:30am-12:30pm.
Memorial Union (check Today in the Union for the room location).

Staying on Track in a Volatile Market
Thursday, March 29, 2012 11:30am—12:30pm (Room TBD)

TSA Basics : Tax Sheltered Annuity 403(b) Seminar

Benefits Education Page (click on TSA Basics)

Tax-Sheltered Annuity Basics Seminars take place in room 5045 at 21 North Park Street, unless otherwise stated.

Learn how to invest a portion of your income for retirement on a pre-tax basis through the Tax Sheltered 403(b) program, a supplemental retirement savings plan. Investment options include mutual funds and fixed and variable annuities managed by authorized investment companies.

Wisconsin Deferred Compensation

Call 241-6604 in Madison or toll free (877) 457-9327, Option 2, to make appointments for counseling sessions. Seminar sessions will also be available on some days.

One-on-One Appointment Dates | 9:00am - 5:00pm

Please check back for Wisconsin Deferred Compensation dates.