Retirement Counseling

On-campus individual counseling appointments are available with a financial advisor with TIAA or VALIC.

TIAA

Phone: 800.732.8353 

 

Upcoming Individual Counseling Appointments:

  • Financial Advisor: Ricky Pavelock
    • September 14 and 15
    • October 24 and 25
  • Financial Advisor: Cathy Reinhardt
    • November 28 and 29
  • Financial Advisor: Jeff Freiser
    • December 5 and 6

 

You may call TIAA at the number above or schedule and request an appointment here.  Follow the steps below to request an appointment online.

All sessions will be held in Shelbie King Hall, Room 102.  


VALIC

Phone: 256.337.9758

Financial Advisor: Don Odendahl 

On-campus individual counseling appointments are available every Thursday.  Please contact the number above to schedule your appointment.
 


Teachers' Retirement Systems of Alabama

Phone: 877.817.0020

Retirement Preparation Seminars - Click the link below for more information and to schedule your appointment today.

Control Your Money Game - Mid-Career Seminars - These half-day seminars are for members with 1-19 years of service.

Retirement Preparation Seminars  - These full day seminars are for members who are within 5 years of retirement eligibility.
 

Off-Site Individual Appointments

Off-site individual counseling appointments for members within 3 Years of Retirement are available in various areas around the state for your convenience. These twenty minute, one-on-one appointments gives you an opportunity to have a discussion about your personal situation. View more information regarding off-site individual counseling.

RSA Counseling Center Appointments

Individual counseling appointments are available at RSA Counseling Center in Montgomery. Here you'll meet with counselors from TRS, PEEHIP and RSA-1 to discuss your individual plan and options for managing your retirement savings and insurance plan. Schedule an appointment with an individual counselor in Montgomery, or call the RSA Counseling Center at 877.517.0020.