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, 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
InstitutionMonthCompany / DescriptionDatesNotes
UW-Madison January Fidelity January 10, 13, 23 and 24, 2014  
UW-Madison February Fidelity February 10, 12, 14 and 24, 2014  
UW-Madison March Fidelity March 7, 17, 21 and 28, 2014  
UW-Madison April Fidelity April 4, 7, 14 and 15, 2014  
UW-Madison May Fidelity May 2, 7, 8 and 19, 2014  
UW-Madison June Fidelity June 9, 10, 20 and 30, 2014  
UW-Madison January TSA Group Seminars January 22, 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. For more information call 262-5650 or 262-5564.
UW-Madison February TSA Group Seminars February 11, 2014 from 8:00am to 9:00am
  • 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 March TSA Group Seminars March 3, 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. For more information call 262-5650 or 262-5564.
UW-Madison April TSA Group Seminars April 3, 2014 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-Madison May TSA Group Seminars May 6, 2014 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 June TSA Group Seminars June 9, 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. For more information call 262-5650 or 262-5564.
UW-Madison January TIAA-CREF January 8, 9 and 10, 2014  
UW-Madison February TIAA-CREF February 5, 6 and 7, 2014  
UW-Madison March TIAA-CREF March 12, 13 and 14, 2014  
UW-Madison April TIAA-CREF April 16, 17 and 18, 2014  
UW-Madison May TIAA-CREF May 21, 22 and 23, 2014  
UW-Madison June TIAA-CREF June 11, 12 and 13, 2014  
UW-Green Bay January TSA Group Seminars January 29, 2014 from 12:00pm to 1:00pm
  •  Sponsored by the UW-Green Bay Wellness Committee; registration required - send an email to wellness@uwgb.edu with the subject "Tax-Sheltered Annuity Basics RSVP."
UW-Green Bay February Fidelity February 18, 2014  
UW-Milwaukee March Fidelity March 24, 2014  
UW-Oshkosh April Fidelity April 3, 2014  
UW-Stevens Point March Fidelity March 6, 2014  
UW-Whitewater March Fidelity March 27, 2014  
UW-Platteville January Fidelity January 27, 2014  
UW-Stevens Point May Fidelity May 15, 2014  
UW-Eau Claire February TIAA-CREF February 25, 26 and 27, 2014  
UW-Milwaukee April TIAA-CREF April 25, 2014  
UW-Milwaukee May TIAA-CREF May 1, 2014  
UW-Milwaukee June TIAA-CREF June 24, 2014  
UW-Milwaukee August TIAA-CREF August 5, 2014  
UW-Platteville May TIAA-CREF May 6 and 7, 2014  
UW-River Falls March TIAA-CREF March 11, 12 and 13, 2014  
UW-La Crosse April Fidelity April 15, 2014  
UW-La Crosse June Fidelity June 11, 2014  
UW-Green Bay April TIAA-CREF April 9 and 10, 2014  
UW-Stevens Point May TIAA-CREF May 7, 8 and 9, 2014  
UW-Superior February TIAA-CREF February 4, 5 and 6, 2014  
UW-Whitewater April TIAA-CREF April 24, 2014  
UW-Whitewater May TIAA-CREF May 14, 2014  
UW-La Crosse April TIAA-CREF Apri 15, 16 and 17, 2014  
UW-Oshkosh April TIAA-CREF April 30, 2014  
UW-Oshkosh May TIAA-CREF May 1 and 2, 2014  
UW-Parkside April TIAA-CREF April 23 and 30, 2014  
UW-Stevens Point May TIAA-CREF Seminars May 8, 2014 from 11:30am to 12:30pm
  • The Starting Line: Why and how retirement saving should begin now; Old Main, The Founders Room.
UW-Stout April Fidelity Group Seminars April 2, 2014
  • Fidelity is presenting a breakout session in conjunction with the UW-Stout Wellness Fair.
UW-Stevens Point April TSA Group Seminars April 22, 2014 from 2:00pm to 3:00pm
  • Presented by Prof. Kevin Bahr and Benefit Specialist Julie Hayes; Learning Resources Center, Room 310.
UW-Stout April T. Rowe Price April 3, 2014
  • To schedule an appointment, stop by the T. Rowe Price booth at the April 2 Wellness Fair.
UW-Stout April T. Rowe Price Group Seminars April 2, 2014 from 2:15pm to 3:00pm
  • Retirement Saving Options/Tax-Deferred or After-Tax (Roth); Sports & Fitness Center, Room 247A/B.
UW-Stout April Fidelity April 3, 2014  
UW-Oshkosh April TSA Group Seminars April 7, 2014 from 1:00pm to 2:00pm
  • Presented by Prof. Bob Kunkel and HR Director Tim Danielson; Sage Hall, Room 2239.
UW-La Crosse April TSA Group Seminars April 17, 2014 from 2:30pm to 3:30pm
  • Presented by Prof. Rob Wolf and Benefit Specialist Cedric Steine; Cartwright Center, Room 330.
UW-River Falls March TSA Group Seminars March 24 and 25, 2014
  • Presented by Mike Stifter, Executive Director for FP&M, and Eric Sterner, Benefit Specialist.
UW-Oshkosh May TIAA-CREF Seminars May 9, 2014 from 11:30am to 12:30pm
  • The Starting Line: Why and how retirement saving should begin now; Reeve Memorial Union, Room 306.
UW-La Crosse May TIAA-CREF Seminars May 21, 2014 from 11:30am to 12:30pm
  • The Starting Line: Why and how retirement saving should begin now; Cartwright Center, Ward Room.
UW-La Crosse May Fidelity Seminars May 1, 2014 from 1:00pm to 2:00pm
  • Building a Portfolio for any Weather - Cartwright Center, Room 332.
UW-Oshkosh April Fidelity Seminars April 23, 2014 11:30am to 12:30pm
  • Building a Portfolio for any Weather - Reeve Memorial Union, Room 306.
UW-Eau Claire April Fidelity April 14, 2014  
UW-River Falls April Fidelity April 22, 2014