Tuesday, February 10 | 1:00–2:00 p.m.
Location: Room 2520-D, University Capitol Centre (UCC), 200 South Capitol St., Iowa City.
A welcome gathering for new UIRA members will take place beginning at 11:30 a.m.
A complimentary lunch will be offered from 12:15–1:00 p.m. for attendees.
Please RSVP by February 6:
Clark Buelt, wealth management advisor with TIAA Financial Services, will talk with us about financial decisions retirees make, some of the options open to us, and considerations that might influence our choices. He will draw on his experience working with university retirees, but his remarks will also have a general application.
Clark Buelt grew up on an Iowa farm and is a graduate of Iowa State University. He has worked in the financial planning industry for almost 30 years in the Cedar Rapids/Iowa City area. He has been with TIAA for about 10 years and works in the Coralville office at Iowa River Landing. At TIAA, he assists clients with investment allocation, retirement income planning, and estate planning. In helping clients to develop retirement strategies, he uses a wide array of investments including stocks, bonds, mutual funds, and annuities. His goal is to help clients find clarity and build confidence in retirement.
We hope to see you there!
UIRA Program Committee