1-1 Retirement/Financial Planning Sessions for 2009
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Overview
The Office of Faculty and Staff Benefits is pleased to offer you the opportunity to meet individually with financial consultants from TIAA-CREF, Fidelity Investments and The Vanguard Group. Representatives from these highly respected financial companies will be available to meet with you to answer your financial questions (see dates below). All one-on-one sessions will be held in the North Healy Gatehouse, unless otherwise noted. These popular sessions fill up quickly so be sure to use the contact information listed below to secure your space today. Please note that you must make your reservations directly with the individual investment companies.
These financial consultants can help you.....
-Create savings strategies for major financial milestones (i.e., buying a home, sending kids to college)
-Develop a retirement strategy and understand investment choices available to you
-Understand the importance of protecting your assets against inflation
-Review your current investment allocation
TIAA-CREF
A TIAA-CREF financial consultant will be available on the following dates:
September
Wednesday, Sept 16
Tuesday, Sept 22
Wednesday, Sept 23
Tuesday, Sept 29
Wednesday, Sept 30
October
Wednesday, Oct 7
Wednesday, Oct 14
Thursday, Oct 15
Wednesday, Oct 21
Tuesday, Oct 27
November
Thursday, Nov 5
Wednesday, Nov 11
Thursday, Nov 12
Wednesday, Nov 18
December
Wednesday, Dec 2
Wednesday, Dec 9
Thursday, Dec 10
Wednesday, Dec 16
To schedule an appointment, please visit the TIAA-CREF representation website at http://www.tiaa-cref.org/moc or call 1-800-842-2776.
The Vanguard Group
A Vanguard Group financial consultant will be available on the following dates:
November
Thursday, Nov 19
To make an appointment please visit the Vanguard reservation website at https://retirementplans.vanguard.com/VGApp/pe/ekit/registration/organizations.jsf.
Fidelity Investments
A Fidelity Investments financial consultant will be available on the following dates:
October
Tuesday, Oct 13
Thursday, Oct 22
November
Wednesday, Nov 4
Tuesday, Nov 24
December
Tuesday, Dec 8
Wednesday, Dec 23
To schedule an appointment, please visit the Fidelity Investment reservation website at http://www.fidelity.com/atwork/reservations and select District of Columbia under Make a Reservation.
You may also schedule an appointment by calling 1-800-642-7131.
We hope that you find these financial planning sessions to be of great value to you and your family.
