Our Transition Program

Transitioning to a New Institution

Transitioning to a New Institution

If you are getting ready to transition or have recently relocated to a new institution, the Collegiate Financial Services Transition Program could be an asset to you.

This program was created to help college coaches and administrators make smooth transitions from university to university throughout their career.

Ask Yourself Some of the Following Questions:

  • Which retirement program should I enroll in at my new university?
  • How should I allocate my money amongst my investment choices?
  • What changes should I make to my investments and when should I make them?
  • Should I consolidate my retirement plans from all of my previous employers?
  • What should I do with my retirement plans from my previous university?
  • When will I be able to retire and how much money will I have to live on?
  • How can I generate a more reliable future income stream for myself and my spouse?