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One-on-One Retirement Planning Consultations

Discover new ways to think about your financial future. Arrange a one-on-one consultation on campus with the retirement advisors from TIAA-CREF and Fidelity; Sept. 5.

Fall campus

TIAA-CREF representatives David Croce, Malinda Starr, Paul Eiting or Josh Passler will be available for appointments on the following dates:

  • Sept. 5, 2019
  • Sept. 26, 2019
  • Oct. 10, 2019
  • Oct. 24, 2019
  • Nov. 14, 2019
  • Dec. 12, 2019
  • Dec. 19, 2019


TIAA-CREF appointments now take place in Criss Library, room 105

To make an appointment with a TIAA representative, call 1-800-732-8353 or register here.

 

FIDELITY representative Jason Cronick will be available for appointments on the following dates:

  • Sept. 5, 2019
  • Sept. 19, 2019
  • Oct. 3, 2019
  • Oct. 17, 2019
  • Nov. 7, 2019
  • Nov. 21, 2019
  • Dec. 3, 2019
  • Dec. 17, 2019


FIDELITY appointments now take place in Criss Library, room 208

To make an appointment with a Fidelity representative, please call 1-800-642-7131 or visit their site. 

 

About Your Consultation

During your consultation, you will be able to:

  • Ask questions about saving for retirement and other goals
  • Evaluate investment choices that meet your needs
  • Create an action plan to get and stay on track for retirement
  • Review retirement income options

What questions should you ask?

  • How much do I need to save to reach my financial goals?
  • What asset allocation mix makes sense for me?
  • What investment strategy should I consider?

 

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