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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: 

January 12 and 31 Human Resources, 7 Lebanon Street, Suite 203
February 8 and 24 Human Resources, 7 Lebanon Street, Suite 203
March 9, 28 and 30 Human Resources, 7 Lebanon Street, Suite 203
April 11, 12, 20 and 21 Human Resources, 7 Lebanon Street, Suite 203
May 9, 11 and 30 Human Resources, 7 Lebanon Street, Suite 203
June 6, 8 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:  

January 17 and 18 Human Resources, 7 Lebanon Street, Suite 203
February 21, 22, and 23    Human Resources, 7 Lebanon Street, Suite 203
March 21, 22, and 23 Human Resources, 7 Lebanon Street, Suite 203
April 18, 19, and 20 Human Resources, 7 Lebanon Street, Suite 203
May 16, 17, and 18 Human Resources, 7 Lebanon Street, Suite 203
June 20, 21, and 22 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: 1/19/17