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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: 

January 15 Human Resources, 7 Lebanon Street, Suite 203
January 26 Human Resources, 7 Lebanon Street, Suite 203
February 9 Human Resources, 7 Lebanon Street, Suite 203
February 13 Human Resources, 7 Lebanon Street, Suite 203
March 9 Human Resources, 7 Lebanon Street, Suite 203
March 13 Human Resources, 7 Lebanon Street, Suite 203
March 30 Human Resources, 7 Lebanon Street, Suite 203
April 2 Human Resources, 7 Lebanon Street, Suite 203
April 6 Human Resources, 7 Lebanon Street, Suite 203
April 24 Human Resources, 7 Lebanon Street, Suite 203
May 11, 12 and 13 Human Resources, 7 Lebanon Street, Suite 203
June 4 Human Resources, 7 Lebanon Street, Suite 203
June 18 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 20, 21, and 22 Human Resources, 7 Lebanon Street, Suite 203
February 17 and 18 Human Resources, 7 Lebanon Street, Suite 203
March 17, 18 and 19 Human Resources, 7 Lebanon Street, Suite 203
April 21 and 22 Human Resources, 7 Lebanon Street, Suite 203
May 19 and 20 Human Resources, 7 Lebanon Street, Suite 203
June 16 and 17 Human Resources, 7 Lebanon Street, Suite 203
July 21 and 22 Human Resources, 7 Lebanon Street, Suite 203
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 16 and 17 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: 12/10/14