One on One Retirement Planning
The Office of Faculty and Staff Benefits is pleased to offer you the opportunity to meet individually with financial consultants from TIAA, Fidelity and Vanguard. 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 on the second floor of Darnall Hall in Suite M-31, 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
To schedule an appointment, participants may log in to the TIAA website. You may also schedule an appointment by calling (800) 732-8353 (Monday – Friday, 9:00 am to 8:00 pm ET). A TIAA financial consultant will be available on the following dates:
- Sept 13, 25, 27
- Oct 11, 24, 25
- Nov 7, 15, 21
As part of their strategy to minimize administrative costs, Vanguard only makes quarterly visits to campus. You can schedule a teleconference with a Vanguard representative to help accomodate your schedule (Se habla español). To make an appointment please visit the Vanguard reservation website. A Vanguard financial consultant will be available on the following dates:
- September 5
- October 31
- December 5
To schedule an appointment, please visit the Fidelity Investment reservation website, or call 1-800-642-7131. A Fidelity Investments financial consultant will be available on the following dates:
- September 26
- October 3
- November 25
- December 4
Tidewater Financial Group
We have arranged for our financial education partner, The Tide Creek Financial Group, to provide individual financial coaching sessions, on campus. These sessions were previously only available to employees who had first attended one of our financial education workshops.
Don’t miss out on this opportunity to get financially organized! If you feel that you don’t have a good sense of your financial direction, want an impartial third-party opinion on your current strategies or simply have some questions you’d like answered, a financial coaching session may be right for you. Topics addressed include but aren’t limited to:
- Cash flow
- Risk management and insurance
- Investment planning and retirement savings
- College and major goal funding
- Estate and beneficiary planning
- General financial FAQs
45-minute sessions are available in-person on the dates above. Virtual and telephone meeting are also available when necessary. All meetings are by appointment only and will be done on a first-come, first-serve basis.
Sessions can be scheduled by emailing email@example.com and including Georgetown Financial Coaching in the subject line or by calling (443) 492-6563.