Retirement Vendor Appointments

ORP & Voluntary Retirement 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.

April 11th and 15th
May 9th and 20th
June 13th and 17th
July 11th and 15th
August 8th and 19th

To register for an appointment, go to : www.fidelity.com/reserve

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:

April: 14, 19, 25, and 28
May: 12, 16, 23, and 26
June: 9, 14, 23

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

Every other Tuesday starting  1/19 through 12/14:

April: 04/06, 04/21, 04/26
May: 05/05, 05/10, 05/19, 05/24,
June: 06/07, 06/15, 06/21,
July: 07/05, 7/14, 07/19,
August: 08/02, 8/11, 08/16, 08/24, 08/30,
September: 9/08, 09/13, 09/21, 09/27,
October: 10/05, 10/11, 10/20, 10/25,
November: 11/04, 11/08, 11/16, 11/22,
December: 12/02, 12/06, 12/14

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