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2017 Individual Financial Counseling Sessions

Representatives from Fidelity, and TIAA-CREF are available for personal financial consultations  The schedule of sessions and locations are listed below:


Sessions are limited, so appointments are recommended.


Fidelity Investments representative Paul Bolles is available on the following dates: 

May 19, 22, 23, 24, and 30 Human Resources, 7 Lebanon Street, Suite 203
June 6, 8 and 27 Human Resources, 7 Lebanon Street, Suite 203
July 13 and 26 Human Resources, 7 Lebanon Street, Suite 203
August 10 and 15 Human Resources, 7 Lebanon Street, Suite 203
September 6, 7 and 27 Human Resources, 7 Lebanon Street, Suite 203

Please schedule an appointment on line at www.fidelity.com/atwork/reservations or by calling (800) 642-7131.

 

 TIAA-CREF representative Chuck Doolittle is available on the following dates (60 minute sessions):  

May 4, 12 DHMC in Rubin 892
May 16, 17, 18, 19, 22 and 23 Human Resources, 7 Lebanon Street, Suite 203
June 6, 7, 8, 20, 21, and 22 Human Resources, 7 Lebanon Street, Suite 203

 

Due to the increased demand of appointments with the fund line up transition, Chuck Doolittle and other consultants from our Hanover TIAA office will be offering abbreviated meetings.

These 30 minute sessions (by phone to offer more flexibility or in-person at Human Resources) will be focusing solely on the impact to an individual's Dartmouth retirement account with this transition.

May 24, 25, 30, 31 - by phone

 

Please schedule an appointment on line at www.tiaa-cref.org/moc or by calling (800) 732-8353.

 

 


Last Updated: 5/24/17