2020 Individual Financial Counseling Sessions

Representatives from Fidelity, and TIAA are available for personal financial consultations. Sessions are limited and appointments are required.

The schedule of sessions and locations are listed below:


Fidelity Investments representative Paul Bolles or Nick Liguori are available on the following dates: 

2020

 

Jan 14 and 27

Human Resources, 7 Lebanon Street, Suite 203

Feb 7, 10 and 24

Human Resources, 7 Lebanon Street, Suite 203

Mar 9, 10, 11 and 30 

Human Resources, 7 Lebanon Street, Suite 203

Apr 6, 20, 23 and 30

Human Resources, 7 Lebanon Street, Suite 203

May 4, 6, 11 and 14

Human Resources, 7 Lebanon Street, Suite 203

Jun 1, 9, 11, 12, and 30   

Human Resources, 7 Lebanon Street, Suite 203

Please schedule an appointment on line at http://getguidance.fidelity.com or by calling (800) 642-7131.

 

TIAA representative Mimi Boxwell is available on the following dates:  

2020

  

 

Jan 16

   

DHMC-Geisel Registrar Conference Room

Jan 21, 22, 23 

 

Human Resources, 7 Lebanon Street, Suite 203

Feb 4

 

DHMC-Geisel Registrar Conference Room

Feb 18, 19, 20

 

Human Resources, 7 Lebanon Street, Suite 203

Mar 17, 18, 19

 

Human Resources, 7 Lebanon Street, Suite 203

Mar 31

 

DHMC-Geisel Registrar Conference Room

Apr 14, 15, 16

 

Human Resources, 7 Lebanon Street, Suite 203

May 13

 

DHMC-Geisel Registrar Conference Room

May 19, 20, 21

 

Human Resources, 7 Lebanon Street, Suite 203

Jun 9

 

DHMC-Geisel Registrar Conference Room

Jun 16, 17, 18

 

Human Resources, 7 Lebanon Street, Suite 203

Jul 14, 15, 16

 

Human Resources, 7 Lebanon Street, Suite 203

Aug 18, 19, 20

 

Human Resources, 7 Lebanon Street, Suite 203

Sep 15, 16, 17

 

Human Resources, 7 Lebanon Street, Suite 203

Oct 20, 21, 22

 

Human Resources, 7 Lebanon Street, Suite 203

Nov 17, 18, 19

 

Human Resources, 7 Lebanon Street, Suite 203

Dec 15, 16, 17

 

Human Resources, 7 Lebanon Street, Suite 203

Please schedule an appointment on line at www.tiaa.org/schedulenow or by calling (800) 732-8353.