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2017/2018 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: 

November 28 Human Resources, 7 Lebanon Street, Suite 203
December 1, 8 and 15 Human Resources, 7 Lebanon Street, Suite 203
   
2018  
January 25, 30 and 31 Human Resources, 7 Lebanon Street, Suite 203
February 9, 12, 13 and 15 Human Resources, 7 Lebanon Street, Suite 203
March 5, 26, 27 and 28 Human Resources, 7 Lebanon Street, Suite 203
April 11, 12, 13 and 30 Human Resources, 7 Lebanon Street, Suite 203
May 4, 9, 10 and 29 Human Resources, 7 Lebanon Street, Suite 203
June 4, 5, 11 and 14 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):  

November 14,15 and 16 Human Resources, 7 Lebanon Street, Suite 203
December 19 and 20 Human Resources, 7 Lebanon Street, Suite 203
   
2018  
January 16, 17 and 18 Human Resources, 7 Lebanon Street, Suite 203
February 20 and 21 Human Resources, 7 Lebanon Street, Suite 203
February 22 DHMC - Geisel Registrar Conference Room 4th floor
March 20 DHMC - Geisel Registrar Conference Room 4th floor
March 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: 11/17/17