One on One Retirement Planning

Individual Retirement & Financial Planning ConsultationsThe 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 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

 

TIAA-CREF

To schedule an appointment, participants may log in to the TIAA-CREF website. You may also schedule an appointment by calling (800) 732-8353 (Monday – Friday, 9:00 am to 8:00 pm ET). A TIAA-CREF financial consultant will be available on the following dates: 
 

  • Thursday, Feb 2
  • Thursday, Feb 9
  • Thursday, Feb 23
  • Thursday, Mar 9
  • Tuesday, Mar 21
  • Thursday, Mar 30

 

The Vanguard Group

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 Group financial consultant will be available on the following dates: 

  • Thursday, Feb 2
  • Thursday, May 4
  • Thursday, June 1
  • Thursday, Sept 7
  • Wednesday, Nov 1
  • Thursday, Dec 7
     

Fidelity Investments

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: 

  • Tuesday, February 28
  • Tuesday, March 28
  • Tuesday, April 18
  • Tuesday, April 25

 

MetLife

We are please to begin offering complimentary one on one financial consultations with MetLife financial planners to all Georgetown employees (formerly available only to those who've attended MetLife Finacial Education Workshops). MetLife representatives can help you with a veriety of finacial topics, including: 

  • Determining how much to save for retirement
  • Deciding how to invest existing assets
  • Determining proper insurance coverage
  • Saving to acheive your goals (e.g. buying a home, saving for education, retiring early, etc.)
  • Create an estate plan using a variety of finacial assets and insurances
Scheduling an Appointment

To schedule a time, send an email to Erika Bonney at ebonney@metlife.com.