Financial Wellness Series

Online and Instructor Led Courses and Programs are offered on a variety of financial topics including budgeting, estate planning, investing, retirement income streams, Public Service Loan Forgiveness, etc.

Additionally, UA offers a four-part series entitled “Planning for the Confident Retirement.” These courses and popular series helps employees answer the questions- Am I saving enough for retirement? How do I know which investment strategy is right for me? How will I generate enough income during retirement? How do I maximize my workplace benefits?

Interested in learning more about these courses and programs?

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TIAA Financial Counseling and Live or On-Demand Webinars

TIAA provides University employees with free, on-campus individual counseling sessions with a financial advisor. Employees can ask about investment options and strategies, retirement planning, or other investment matters. To schedule a session, call 1-800-732-8353 or visit TIAA.org/schedulenow or email a TIAA financial consultant. For immediate assistance for questions about your account, transactions or the TIAA.org website, call the National Contact Center at 800-842-2252, weekdays, 8 a.m. to 10 p.m.

TIAA offers live and on-demand webinars covering a variety of financial topics to help keep your financial goals on track.  Visit tiaa.org/webinars to register or watch past presentations on demand.


Sageview Advisory Group

Sageview Advisory Group serves as the investment advisory group for the University of Alabama System voluntary retirement plans.  As part of their service, they also offer a wide variety of financial education for employees through videos, flyers and webinars.


Financial Wellness Online Courses

UA offers a variety of courses through LinkedIn Learning on personal finances among other topics. View the many courses available through the University’s Learning Management System


Additional Resources

Financial Well-Being Quiz – Answer 10 questions to measure your current financial well-being and learn about steps you can take to improve it through better day-to-day money management and getting on track for your financial future.

Mymoney.gov offers resources to make the most of your money with the five building blocks to managing and growing your money: Earn, Spend, Protect, Save & Invest, and Borrow.