(Second Wednesday of Every Month at regular monthly meeting)
 

June 10th:                     “TIAA CREF” Brief discussion on the (TIAA CREF) Retirement Account, Nittany Brokerage Services Inc. role, (Discuss Account Information Form) Future Value Hypo with TIAA Traditional account vs. CREF Funds.

July 8th:                        “Which Supplementary Saving Options is best for me?” Brief discussion on the different options available at PSU, AIG Retirement, TIAA CREF, Equitable, Vanguard, and Fidelity.

August 12th:                 “IRA vs. Roth IRA” Alternative ways to save for retirement, Brief discussion on the Pros and Cons between IRA’s, American Funds Brochure.

September 9th:             “Are you over insured?” The “True Need for Life Insurance”, Brief discussion on PSU Life Insurance vs. Individual Life Insurance, The SERS in service Death Benefit.

October14th:                “SERS” Brief discussion on the (SERS) State Employee Retirement System, Nittany Brokerage Services Inc. role, Discuss one page sheet, Guest speaker from the SERS local State College office.

November 11th:           “TIAA CREF” Brief discussion on the (TIAA CREF) Retirement Account, Nittany Brokerage Services Inc. role, (Discuss Account Information Form) Future Value Hypo with TIAA Traditional account vs. CREF Funds.

December 9th:              “Are you retirement ready?” Brief description on preparing for retirement, reviewing your true income need, making sure you have ‘Income for Life” Guest speaker from an investment company.