Individual TSA Counseling Sessions and Group Seminars

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Would you like to make some adjustments in your investments but aren’t sure how? Are you worried about stock market volatility? Do you want to be sure your investments are well diversified? Several of our Tax-Sheltered Annuity Program investment company representatives are available for one-on-one counseling sessions. These sessions are available for those who already participate in the TSA program as well as for those who don’t yet participate.

This is a wonderful – free – service our investment companies provide. The sessions tend to fill up fast, so don’t put off calling. You must make an appointment with the individual company in advance.

How to Register

  • TIAA-CREF: To schedule an appointment with a TIAA-CREF representative, call 1-800-732-8353.
  • Fidelity: To schedule an appointment with a Fidelity representative, sign up online or call 1-800-642-7131.

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Sessions and Seminars
InstitutionMonthCompany / DescriptionDatesNotes
UW-La Crosse October Dreyfus Oct 15, 2013  
UW-Madison October Dreyfus Oct 17, 2013  
UW-Oshkosh October TIAA-CREF Oct 10 and 11, 2013  
UW-Platteville September TIAA-CREF Sept 19 and 20, 2013  
UW-Stevens Point October TIAA-CREF Oct 30 and 31, 2013  
UW-Madison October T. Rowe Price Oct 8, 2013, from 12:30pm to 1:30pm
  • "Retirement Planning Made Simple" at Union South - Presented in conjunction with the Benefits Fair.
UW-Parkside October TSA Group Seminars Oct 23, 2013, from 10:30am to 11:30am and 12:00pm to 1:00pm
  • Seminars will be held at the Student Center, Spruce Room - Presented in conjunction with the Benefits Fair.
UW-Madison July Fidelity July 2, 18, 25 and 26, 2013  
UW-Madison July TIAA-CREF July 16 and 17, 2013  
UW-Madison July TSA Group Seminars July 10, 2013, from 1:00pm to 2:00 pm
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison August Fidelity August 22, 23, 27 and 28, 2013  
UW-Madison August TIAA-CREF August 14 and 15, 2013  
UW-Madison August TSA Group Seminars August 6, 2013, from 9:00am to 10:00am
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison September Fidelity Sept 6, 12, 19 and 23, 2013  
UW-Madison September TIAA-CREF Sept 10, 11 and 12, 2013  
UW-Madison September TSA Group Seminars Sept 12, 2013, from 10:00am to 11:00am
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison October TIAA-CREF Oct 22, 23 and 24, 2013  
UW-Madison October TSA Group Seminars Oct 22, 2013, from 1:00pm to 2:00pm
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison November TIAA-CREF Nov 12, 13 and 14, 2013  
UW-Madison November TSA Group Seminars Nov 13, 2013, from 11:00am to 12:00pm
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison December TIAA-CREF Dec 10, 11 and 12, 2013  
UW-Madison December TSA Group Seminars Dec 4, 2013, from 2:00pm to 3:00pm
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets. For more information call 262-5650 or 262-5564.
UW-Platteville September TSA Group Seminars Sept 25, 2013, from 10:00am to 11:00am and 12:00pm to 1:00pm
  • Seminars will be held at the Markee Pioneer Student Center, University South Room.
UW-La Crosse October TIAA-CREF Oct 14, 15 and 17, 2013  
UW-Milwaukee October Lincoln National Oct 9, 2013, from 1:00pm to 2:00pm
  • "Keeping Your Retirement Income on Track" at the Student Union - Presented in conjunction with the Benefits Fair.
UW-Milwaukee October TIAA-CREF Oct 9, 2013, from 2:00pm to 3:00pm
  • "Benefits of Retirement Savings" at the Student Union - Presented in conjunction with the Benefits Fair.
UW-Milwaukee October T. Rowe Price Oct 9, 2013, from 2:00pm to 3:00pm
  • "Retirement Planning Made Simple" at the Student Union - Presented in conjunction with the Benefits Fair.
UW-Parkside October Dreyfus Oct 18, 2013  
UW-River Falls October TIAA-CREF Oct 8, 9 and 10, 2013  
UW-Stout October TIAA-CREF Oct 31, 2013  
UW-Stout November TIAA-CREF Nov 14, 2103  
UW-Green Bay October Fidelity Oct 7, 2013  
UW-Oshkosh October Fidelity Oct 10, 2013  
UW-Platteville October Fidelity Oct 2, 2013  
UW-Stevens Point October Fidelity Oct 24, 2013