1-1 Retirement/Financial Planning Sessions: Fall 2008
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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:
August
Thursday, 8/7
Wednesday, 8/13
Thursday, 8/21
Wednesday, 8/27
September
Wednesday, 9/3
Wednesday, 9/10
Friday, 9/19
Wednesday, 9/24
October
Wednesday, 10/1
Tuesday, 10/7
Wednesday, 10/15
Tuesday, 10/21
November
Wednesday, 11/5
Wednesday, 11/12
Wednesday, 11/19
December
Wednesday, 12/3
Wednesday, 12/10
Wednesday, 12/17
To schedule an appointment, please visit the TIAA-CREF representation website at http://www.tiaa-cref.org/moc or call Cathy Lambert at 202-637-8901.
The Vanguard Group
A Vanguard Group financial consultant will be available on the following dates:
June
Wednesday, June 18
Thursday, June 19
August
Tuesday, August 12
Wednesday, August 13 (Law Center, McDonough 337)
Thursday, August 14
November
Thursday, November 13
Friday, November 14
To make an appointment please visit the Vanguard reservation website at www.meetvanguard.com.
Fidelity Investments
A Fidelity Investments financial consultant will be available on the following dates:
August
Wednesday, 8/6
Wednesday, 8/20
September
Thursday, 9/4
Wednesday, 9/17
Tuesday, 9/30
October
Wednesday, 10/8
Wednesday, 10/22
November
Tuesday, 11/11
Thursday, 11/20
Tuesday, 25th
December
Thursday, 12/4
Wednesday, 12/17
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.
