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). 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
All 1-1 appointments are now via phone or virtual, and are scheduled either by calling 800-732-8353 (Monday – Friday, 9:00 am to 8:00 pm ET) or going online to www.tiaa.org/schedulenow (new window). If the dates listed below don’t work for your schedule, you may reach out to Elzaida Smith at 202-637-8926 to find a time that works for you.
- June 5, 11
- July 17,31
- August 13, 28
- September 3, 16
- October 2, 16
- November 13,18
- December 10
You can schedule a teleconference with a Vanguard representative to help accommodate your schedule (Se habla español). To make an appointment please visit the Vanguard reservation website. A Vanguard representative is currently scheduled to be be on campus:
- August 20
- September 1
- October 6
- December 1
Confidential consultations are a complimentary service provided to you as an employee of Georgetown University and your Fidelity Retirement Planners continue to be available over the phone and are here to help during these times of volatility.
Schedule your appointment to discuss your current financial concerns at GetGuidance.fidelity.com (new window) or call 1-800-642-7131.
Tide Creek Financial Group
We have arranged for our financial education partner, The Tide Creek Financial Group, to provide individual financial coaching sessions.
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 on a first come, first serve basis. Virtual and telephone meeting are available.
Sessions can be scheduled by emailing firstname.lastname@example.org and including Georgetown Financial Coaching in the subject line or by calling (443) 492-6563.