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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: 

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):  

July 18, 19 and 20 Human Resources, 7 Lebanon Street, Suite 203
August 15, 16 and 17 Human Resources, 7 Lebanon Street, Suite 203
September 19, 20 and 21 Human Resources, 7 Lebanon Street, Suite 203

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

 


Last Updated: 7/11/17