Note: This workshop is capped at 16 participants

Total Workshop Time: 1.5 hours

Pre-requisites: None


In this workshop participants will learn:

  • How to create a larger and more tax efficient inheritance for your heirs
  • Strategies for efficient use of surplus savings and/or excess income (Required Minimum Distributions, pensions, Social Security, etc…)
  • How to avoid the time and complexity of probate
  • About maintaining control and access while growing cash value needed during your lifetime

Facilitated by: a TIAA-CREF representative

Related Classes

Level: Fundamental

Competency: HR Policy and Processes

Series: New for 2016

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