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2014 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: 

May 1 Human Resources, 7 Lebanon Street, Suite 203
May 30 Human Resources, 7 Lebanon Street, Suite 203
June 6 Human Resources, 7 Lebanon Street, Suite 203
June 30 Human Resources, 7 Lebanon Street, Suite 203
July 9 Human Resources, 7 Lebanon Street, Suite 203
July 24 Human Resources, 7 Lebanon Street, Suite 203
August 26 and 27 Human Resources, 7 Lebanon Street, Suite 203
September 4 Human Resources, 7 Lebanon Street, Suite 203
September 8 Human Resources, 7 Lebanon Street, Suite 203
October 2 Human Resources, 7 Lebanon Street, Suite 203
October 28 Human Resources, 7 Lebanon Street, Suite 203
November 6 Human Resources, 7 Lebanon Street, Suite 203
November 20 Human Resources, 7 Lebanon Street, Suite 203
December 4 Human Resources, 7 Lebanon Street, Suite 203
December 8 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:  

May 20 and 21 Human Resources, 7 Lebanon Street, Suite 203
June 17 and 18 Human Resources, 7 Lebanon Street, Suite 203
July 15 and 16 Human Resources, 7 Lebanon Street, Suite 203
August 19 and 20 Human Resources, 7 Lebanon Street, Suite 203
September 16 and 17 Human Resources, 7 Lebanon Street, Suite 203
October 21 and 22 Human Resources, 7 Lebanon Street, Suite 203
November 18 and 19 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: 4/30/14