Financial Wellness Workshops & Tools

Learn about basic financial concepts you need to make wise decisions and reach your goals at every career stage.

Financial Planning

Upcoming Virtual or On Campus Workshops

Join Benefits, HR Representatives, TIAA and external experts for workshops on these topics:

  • Personal Finance
  • Preparing for Retirement
  • Women Investing
  • College Saving Plans
  • and more!

Workshop Calendar


Visit the TIAA Webinar Lounge for a full list of webinars offered by TIAA on a variety of topics, such as planning for retirement, stock market commentary, and investing.


Financial Tools

Connect with your WashU/TIAA financial wellness consultant

Discuss your personal financial needs with our team of certified financial consultants and learn how you can take action now to plan for the future you want. Schedule a consultation.

Literacy & Wellness

Utilize the tools in the Money Matters Toolkit to learn about simplifying your financial life and managing personal finances. The toolkit is provided by Work-Life Solutions (EAP), a free resource for WashU employees and their families to assist with solutions for every aspect of your life.

TIAA also offers a Debt Illustrator, which can help you get a holistic view of your consumer debt and graphically illustrate how you can pay your debt down faster.

Savi Public Service Student Loan Forgiveness

WashU wants to help employees manage their student loan repayment options and eligibility for the Public Service Loan Forgiveness (PSLF) Program. This federal program is designed to reduce the burden of student loan debt for people who work in public service.  WashU has partnered with Savi and TIAA to provide this service.

Frequently Asked Questions (PDF)

Learn More

Retirement Savings

Learn more about the 403(b) Retirement Savings Plan.

Preparing to Retire

As a benefits-eligible employee of Washington University in St. Louis, you are eligible for various benefits when you retire. Review the Planning for Your Retirement Guide for steps to help you transition.

WashU Perks

Human Resources partners across the university and community to offer you special opportunities.

Learn More

Investing Basics

New to investing? Learn the meaning of common financial terms or get help creating a long term investment strategy by using TIAA’s Retirement Advisor tool.