Seminars

Events and Resources

Retirement Planning Seminar

This seminar presented by consultant David Carboni, Ph.D, CFD, (DKC Retirement Associates, LLC) is designed to review the following aspects of retirement planning:

  • How much do you need in retirement?
  • Start saving early and prioritize your savings
  • Investment terms and options
  • Asset allocation -the right mix for you
  • Investment choices through Fidelity and TIAA-CREF
  • A review of the Tufts University 401(a) Basic & 403(b) Voluntary Retirement Plans

This workshop is an important step in planning for a successful retirement.

Attend an information session:
Sign up online at hr.tufts.edu/eserve/, then select “self-service”, “learning and development”, “request training enrollment”, then “search by course number”. Enter course number “RET004” to find the courses below:

> Grafton Campus – May 4, 2016

SESSION

TIME

LOCATION

00001 10:00am-12noon Kohnstamm Conference Room
00002 2:00-4:00pm Kohnstamm Conference Room

> Medford Campus – May 5, 2016

SESSION

TIME

LOCATION

00003 10:00am-12noon Tisch Library, Room 304
00004 2:00-4:00pm Tisch Library, Room 304

> Boston Campus – May 6, 2016

SESSION

TIME

LOCATION

00005 10:00am-12noon Jaharis Auditorium 304
00006 2:00-4:00pm Jaharis Auditorium 304

TIAA-CREF and Fidelity Workshops

This workshop outlines the important changes taking place, actions you may want to take, and important deadlines to remember.

This workshop has been designed to review the following topics:

  • Review of the new investment options
  • How do you decide which is best for you?
  • What resources that will be available to assist you through this change.
  • Investment terms, including details on the difference between mutual funds and annuities.
  • Scheduling of one-on-one guidance and consultation meeting with Fidelity and/or TIAA.

Attend an information session:
Sign up online at hr.tufts.edu/eserve/, then select “self-service”, “learning and development”, “request training enrollment”, then “search by course number”. Enter course number “RET005” to find the courses below:

> Grafton Campus – May 10, 2016

SESSION

TIME

LOCATION

00001 10:00-11:30am Jean Mayer, Kohnstamm Conference Room (106)
00002 2:00-3:30pm Jean Mayer, Kohnstamm Conference Room (106)

> Medford Campus – May 12, 2016

SESSION

TIME

LOCATION

00005 10:00-11:30am Dowling Hall, Room 745B
00006 2:00-3:30pm Dowling Hall, Room 745B

> Boston Campus – May 11, 2016

SESSION

TIME

LOCATION

00003 10:00-11:30am Posner Hall, First Floor Auditorium (Room 001)
00004 2:00-3:30pm Posner Hall, First Floor Auditorium (Room 001)