Retirement Vendor Appointments

ORP & Voluntary Retirement Plans Provider Directory

Fidelity Appointments with Larry Logan

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:

Sept. 12 and 16
October. 10 and 21
Nov. 14 and 18
Dec. 12 and 16

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:
August 4th & 18th
September 1st, 15th & 29th
October 4th, 13th, 17th & 27th
November 10th & 28th
Dec 8th

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: 6/02, 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