Financial Counseling

Free Financial Counseling on Campus

Lincoln Financial, TIAA, and AIG/VALIC offer Texas A&M employees no-cost, one-on-one consultations with their financial/retirement advisors here on campus!  Let these professionals help you learn how to take control of your financial well-being!  RSVP for your meeting.

Lincoln Financial Consultant - RSVP Here

First Wednesday of every month
9:30 am – 1:30 pm | Suite 1201 of the General Services Complex

TIAA Financial Consultant - RSVP Here

Dates listed on Flyer
8:30 am – 4:30 pm | Suite 1201 of the General Services Complex

AIG/VALIC Consultant - RSVP Here

Dates listed on Flyer
8:30 am – 11:30 am |  Room L524 (lower level) of the Memorial Student Center

These are just a few of several approved A&M System retirement vendors.  For additional information regarding A&M System retirement programs including a comprehensive list of approved vendors,  visit here.

Online Videos & Seminars:

Fidelity Financial Presentations

Lincoln Financial Presentations

  • Managing Debt - Learn the proper balance between saving and spending in order to improve your financial health and prepare for retirement.  Watch Here
  • Traditional vs Roth Contributions - Learn more about these two types of plan contribution options and have a better understanding of which may be more suitable for your situation.  Watch Here
  • Retire Right - In just five simple steps, this short seminar teaches you how to creating a budget can help you plan your financial roadmap, save for retirement and other long-term goals, and minimize debt.  Watch Here

Lincoln Brain Sharks for Texas A&M University 403B Plan" - Video Seminars

  1. Traditional vs. Roth
  1. Demystifying Social Security
    • Provides participants an in-depth review of Social Security benefits and explains claiming strategies and how to estimate the amount they may expect to receive
    • Watch Seminar: DC-SS-PPT003
  2. Retire Right
    • Teaches participants how creating a budget can help them plan their financial roadmap, save for long-term goals, and minimize debt
    • Watch Seminar: DC-BUDG-PPT001
  3. Managing Debt
  1. Interest Rates
  1. Market Bubbles

TIAA Financial Presentations

TRS Financial Awareness - Video Series

  • The Financial Awareness video series is provided by the Teacher Retirement System of Texas (TRS) for educational and informational purposes only. It is neither intended as tax or investment advice nor does it constitute a recommendation to buy or sell any security.