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:

1/5, 1/16, 2/9, 2/20, 3/9, 3/20 (every 2nd Monday and 3rd Friday throughout the rest of the year)

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.  Dates to be announced.

Appointments Dates:

Starting January 20th from 1:00-5:00pm and running every other Tuesday through May 26th.

1/20, 2/03, 2/17, 3/03, 3/17, 3/31, 4/14, 4/28, 5/12, 5/26

Space is limited, please RSVP as soon as you can.  Call 866-843-5640, Monday through Friday from 9am to 8pm (ET)

VALIC Appointments

1/15, 1/21, 1/27, 2/05

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