Individual TSA Counseling Sessions and Group Seminars

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

View by Institution and Month | View by Institution | View by Company/Description and Month

Sessions and Seminars
Institution Month Company / Description Dates Notes
UW-Madison July Fidelity July 7, 11, 18 and 28, 2014
UW-Madison August Fidelity August 4, 5, 18 and 25, 2014
UW-Milwaukee August TIAA-CREF August 5, 2014
UW-Madison September Fidelity September 5, 18, 19 and 22, 2014
UW-Madison July TIAA-CREF July 23 and 24, 2014
UW-Madison August TIAA-CREF August 26, 27 and 28, 2014
UW-Stout August TIAA-CREF August 21, 2014
UW-Stout September TIAA-CREF September 19, 2014
UW-Stout November TIAA-CREF November 14, 2014
UW-Madison July TSA Group Seminars July 22, 2014 from 9:00am to 10:00 am
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets; #82 at Regent and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison August TSA Group Seminars August 13, 2014 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; #82 at Regent and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison September TSA Group Seminars September 10, 2014 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; #82 at Regent and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison October TSA Group Seminars October 13, 2014 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; #82 at Regent and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison November TSA Group Seminars November 11, 2014 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; #82 at Regent and Park Streets. For more information call 262-5650 or 262-5564.
UW-Madison December TSA Group Seminars December 10, 10:00am to 11:00 am
  • Seminars will be held in Madison at 21 North Park Street, Room 5045:
  • Campus bus #80 stops at Dayton and Park Streets; #82 at Regent and Park Streets. For more information call 262-5650 or 262-5564.
UW-Green Bay July Fidelity July 31, 2014
UW-Milwaukee July Fidelity July 30, 2014
UW-Oshkosh August Fidelity August 1, 2014
UW-Stevens Point August Fidelity August 7, 2014
UW-Milwaukee September TIAA-CREF September 18, 2014
UW-Madison September TIAA-CREF September 10, 11 and 12, 2014
UW-Madison October TIAA-CREF October 22, 23 and 24, 2014
UW-Madison November TIAA-CREF November 19, 20 and 21, 2014
UW-Madison December TIAA-CREF December 9, 10 and 11, 2014
UW-Platteville October TIAA-CREF October 28 and 29, 2014
UW-Milwaukee October TIAA-CREF October 14, 2014
UW-Milwaukee November TIAA-CREF November 5 and 18, 2014
UW-Stevens Point September TIAA-CREF September 24, 25 and 26, 2014
UW-Madison October Fidelity October 6, 28 and 30, 2014
UW-Madison November Fidelity November 6, 7, 14 and 17, 2014
UW-Madison December Fidelity December 3, 17, 18 and 19, 2014