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2016 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 7 and 28 Human Resources, 7 Lebanon Street, Suite 203
February 3, 10 and 25 Human Resources, 7 Lebanon Street, Suite 203
March 3, 10 and 24 Human Resources, 7 Lebanon Street, Suite 203
April 12, 14 and 25 Human Resources, 7 Lebanon Street, Suite 203
May 5, 10 and 12 Human Resources, 7 Lebanon Street, Suite 203
June 9, 16 and 30 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 19 and 20 Human Resources, 7 Lebanon Street, Suite 203
February 16 and 17 Human Resources, 7 Lebanon Street, Suite 203
March 15 and 16 Human Resources, 7 Lebanon Street, Suite 203
April 19 and 20 Human Resources, 7 Lebanon Street, Suite 203
May 17 and 18 Human Resources, 7 Lebanon Street, Suite 203
June 21 and 22 Human Resources, 7 Lebanon Street, Suite 203
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: 12/7/15