Retirement Vendor Appointments

Voluntary Plans Provider Directory

Fidelity Appointments with Andrea Leota, CFP

As a valued employee of a not-for-profit organization, Fidelity invites you to take advantage of complimentary one-on-one appointments and attend educational workshops covering a range of retirement and financial topics.

  • Does my portfolio have the right mix of investments?
  • Am I saving enough to retire when and how I want?
  • Will I have enough money to last throughout my retirement?

Appointment Dates:

Every 2nd Monday and 3rd Friday throughout the rest of the year, except for April, 3rd Friday moves to April 24th; and May, 3rd Friday moves to May 22, from 9:00am – 5:00pm at Benefits Office.

6/19, 7/13, 7/17, 8/10, 8/21, 9/14, 9/18, 10/12, 10/16, 11/9, 11/20, 12/14, 12/18

To register for an appointment, go to :

TIAA-CREF Individual Counseling Sessions

You can discuss your personal financial situation with an experienced TIAA-CREF Financial Consultant on a confidential basis.  They are available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

A detailed evaluation tells you everything you need to know and do. Our individual counseling session will help you answer these questions:

  • Are you setting realistic goals for key life events and retirement?
  • Can you better balance your spending priorities to help you save more for your financial goals
  • What investment mix and strategy is best for you to increase your portfolis’s potential, including protecting against cost-of-living increases?
  • What retirement income options best fit your situation?

This Individual Counseling Session will help you simplify your retirement by:

  • Consolidating your retirement accounts to make managing your holdings easier, particularly when it comes to tax preparation
  • Reviewing your retirement income options to provide you with the most flexibility possible

Appointments will be at Human Resources Conference Room, 1 Park Place.

Appointments Dates for 2016:

1/21, 2/4, 2/18, 2/22, 3/3, 3/17, 3/28

Space is limited, please RSVP as soon as you can. Please call the TIAA-CREF Scheduling department at 800-732-8353 to make your appointment.

VALIC Appointment Dates for 2016

01/19, 1/28, 02/02, 02/12, 02/16, 02/24, 03/01, 3/08, 03/15, 3/21, 03/29, 4/06, 04/12, 4/18, 04/26, 5/05, 05/10, 5/19, 05/24, 06/07, 06/21

Please contact Eden Schwallier, Financial Advisor with VALIC at 470-289-9286,  for a confidential one on one consultation appointment.

Click for Flyer.

Please Note:  You can contact vendors directly to schedule appointments on dates not listed above.
Register for Valic Appointment