Consultations with Financial Partners

PERA

  • Appointments are for members within three years of retirement who need help with planning. Appointments are available in-person, online, or by phone. If a member is more than three years out from retirement, they can call Customer Service and get help that way instead. Customer Service:1-800-759-7372.

There are two ways an employee can set up a 1:1 appointment with a Benefits Counselor at PERA

  1. Call Customer Service to request the appointment: 800-759-7372
  2. Log into their member account at www.copera.org.
    1. Find the Appointment tab on the menu on the left-hand side of the home screen.
    2. Click “Retirement Benefits Appointment” (in green)
    3. Then a calendar will open with the next available meeting times for the member to choose.

TIAA

CU Boulder employees can schedule individual in-person or virtual consultations by visiting TIAA's scheduling website. They can log in with their TIAA credentials or register as a guest to see dates, times, and additional information.

Elevations

Contact Elevations Credit Union with questions or concerns using this form. One of their representatives will connect you with the correct department/individual. 

Medicare 

For information and to consult with a Medicare professional, basics classes, and counseling, reference their website