Retirement Vendor Appointments

Voluntary Plans Provider Directory

Fidelity Appointments with Andrea N. Rall, 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?

May 15th

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

Every other Wednesdays, April 30, May 14, 28, June 11, 2014, 9:00am – 5:00pm at Human Resources Conference Room, 1 Park Place.

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

Click here for Flyer.

VALIC: Appointments with Tyler Walsh

May 6th, 21st, June 4th, 17th, July 8th, 24th

Please contact Tyler Walsh, Financial Advisor with VALIC at770-601-4985, tyler.walsh@valic.com for a confidential one on one consultation appointment.

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

Engaging Employees and Building Morale

Engaging Employees and Building Morale

Whether you are looking to engage in social activities or enhance your professional development, this page offers a variety of resources available to staff who enjoy a balanced work-life.