Are You on Track for Retirement?: TIAA and Your Financial Plan

Designed for faculty, administrators, and staff at Whitman College, Walla Walla University, and Walla Walla Community College.

Date: Thursday, January 16th

Time: 4 - 5 PM

Location: Petersen Hastings Wealth Advisors | 15 W. Alder St., Walla Walla, WA 99362

How to determine if you’re on track for a comfortable retirement.

Common mistakes to avoid when planning for your financial future.

How TIAA fits into your overall financial strategy.

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About the event

Discover how to evaluate your retirement progress, avoid common pitfalls, and integrate your TIAA benefits into a personalized financial plan.

Why Attend & What You'll Learn:

  • Clarity: Learn how your current retirement plan is helping you achieve your goals.
  • Confidence: Understand how to optimize your TIAA plan to fit your financial journey.
  • Expert Guidance: Get advice from a wealth advisor with years of experience helping educators.
  • Engagement: Participate in a live Q&A to address your unique questions.
Rachel Chacko

Meet Your Host

Rachel Chacko, CFP® | Wealth Advisor

Rachel Chacko is a trusted Wealth Advisor at Petersen Hastings Wealth Advisors. With a passion for helping educators, families, and those in the arts community, Rachel offers a personalized approach to financial planning. She specializes in guiding individuals through complex financial decisions, ensuring their unique goals remain the focus.

As a Walla Walla resident and former Whitman College professor, Rachel is deeply connected to the local community and understands the specific needs of faculty, staff, and administrators across Walla Walla’s academic community.

Seats are limited, so don’t wait! RSVP today to reserve your spot.

Petersen Hastings Wealth Advisors - TIAA Presentation RSVP

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