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2018 Individual Financial Counseling Sessions

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


Sessions are limited and appointments are required.

 


Fidelity Investments representative Paul Bolles or Nick Liguori are available on the following dates: 

   
2018  
July 13, 23 and 26 Human Resources, 7 Lebanon Street, Suite 203
August 3, 6 and 27 Human Resources, 7 Lebanon Street, Suite 203
Sept 6, 11, 13, 24 and 25 Human Resources, 7 Lebanon Street, Suite 203
Oct 1, 2, 5, 12 and 31 Human Resources, 7 Lebanon Street, Suite 203
Nov 1, 2, 7, 30 and 31 Human Resources, 7 Lebanon Street, Suite 203
Dec 3, 4, 5, 7 and 10 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 representative Mimi Boxwell is available on the following dates:  

     
2018    
June 19, 20 and 21 Human Resources, 7 Lebanon Street, Suite 203  
July 17, 18 and 19 Human Resources, 7 Lebanon Street, Suite 203  
August 14, 15 and16 Human Resources, 7 Lebanon Street, Suite 203  
Sept 18,19 and 20 Human Resources, 7 Lebanon Street, Suite 203  
Oct 16, 17 and 18 Human Resources, 7 Lebanon Street, Suite 203  
Nov 13, 14 and 15 Human Resources, 7 Lebanon Street, Suite 203  
Dec 18, 19 and 20 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: 6/13/18