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2016 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: 

July 11 and 12 DHMC/Geisel Registrar Conference Room
July 26 and 28 Human Resources, 7 Lebanon Street, Suite 203
August 1, 3, and 9 Human Resources, 7 Lebanon Street, Suite 203
September 1, 15, 27 and 29 Human Resources, 7 Lebanon Street, Suite 203
October 4, 6 and 27 Human Resources, 7 Lebanon Street, Suite 203
November 8, 10 and 17 Human Resources, 7 Lebanon Street, Suite 203
December 8 and 15 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:  

July 19 and 20 Human Resources, 7 Lebanon Street, Suite 203
August 16 and 17 Human Resources, 7 Lebanon Street, Suite 203
September 20 and 21    Human Resources, 7 Lebanon Street, Suite 203
October 18 and 19 Human Resources, 7 Lebanon Street, Suite 203
November 15 and 16 Human Resources, 7 Lebanon Street, Suite 203
December 20 and 21 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: 7/8/16