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2015 Individual Financial Counseling Sessions

Representatives from Calvert, Fidelity, and TIAA-CREF are available for personal on-campus consultations.


Sessions are limited, so appointments are recommended.


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

August 10 and 13 Human Resources, 7 Lebanon Street, Suite 203
September 10, 11, and 24 Human Resources, 7 Lebanon Street, Suite 203
October 8, 22, and 23 Human Resources, 7 Lebanon Street, Suite 203
November 3, 9, and 12 Human Resources, 7 Lebanon Street, Suite 203
December 1 and 3 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:  

August 18 and 19 Human Resources, 7 Lebanon Street, Suite 203
September 15 and 16 Human Resources, 7 Lebanon Street, Suite 203
October 20 and 21 Human Resources, 7 Lebanon Street, Suite 203
November 17 and 18 Human Resources, 7 Lebanon Street, Suite 203
December 15 and 16 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: 7/27/15