INDIVIDUAL RETIREMENT CONSULTATIONS
Financial Tuesdays in 2008
Schedule an individual retirement consultation with a representative from TIAA-CREF or Fidelity Investments and take a step towards securing your financial future. These consultations are designed to help you put your financial plan on track and better understand your retirement plan investment options. See below for dates, location, and details on how to make an appointment.
Consultations run for approximately 45 minutes. If you plan to attend your consultation during working hours, please obtain permission from your supervisor.
FIDELITY
Date |
Location |
January 15, 2008 |
BOB - 4th Floor Conference Room |
February 19, 2008 |
BOB - 4th Floor Conference Room |
March 18, 2008 |
BOB - 4th Floor Conference Room |
April 15, 2008 |
70 Ship Street - Room 105 |
May 20, 2008* |
BOB - 4th Floor Conference Room |
June 17, 2008 |
BOB - 4th Floor Conference Room |
July 15, 2008 |
BOB - 4th Floor Conference Room |
August 19, 2008 |
70 Ship Street - Room 105 |
September 16, 2008 |
BOB - 3rd Floor Conference Room |
October 21, 2008* |
BOB - 3rd Floor HR Conference Room |
November 18, 2008 |
BOB - 3rd Floor HR Conference Room |
December 16, 2008 |
BOB - 3rd Floor HR Conference Room |
*In addition to the individual consultations, Fidelity Investments will also facilitate a Brown Bag Presentation. Details to be announced closer to this date.
TIAA-CREF
Date |
Location |
January 8, 2008 |
BOB - 3rd Floor Conference Room |
January 22, 2008 |
BOB - 4th Floor Conference Room |
February 12, 2008 |
BOB - 4th Floor Conference Room |
February 26, 2008 |
BOB - 4th Floor Conference Room |
March 11, 2008 |
70 Ship Street - Room 105 |
March 25, 2008 |
BOB - 4th Floor Conference Room |
April 8, 2008
|
BOB - 4th Floor Conference Room (8:30 AM - 2 PM) BOB - 3rd Floor Conference Room (2 PM - 5 PM) |
April 22, 2008 |
BOB - 3rd Floor Conference Room |
May 13, 2008 |
BOB - 4th Floor Conference Room |
May 27, 2008
|
BOB - 4th Floor Conference Room (8:30 AM - 2 PM) BOB - 3rd Floor Conference Room (2 PM - 5 PM) |
June 10, 2008* |
BOB - 4th Floor Conference Room |
June 24, 2008 |
70 Ship Street - Room 105 |
July 8, 2008 |
BOB - 4th Floor Conference Room |
July 22, 2008 |
BOB - 4th Floor Conference Room |
August 12, 2008 |
BOB - 4th Floor Conference Room |
August 26, 2008 |
BOB - 4th Floor Conference Room |
September 9, 2008 |
70 Ship Street - Room 105 |
September 23, 2008 |
BOB - 3rd Floor HR Conference Room |
October 14, 2008 |
BOB - 3rd Floor HR Conference Room |
October 28, 2008 |
BOB - 3rd Floor HR Conference Room |
November 11, 2008 |
BOB - 3rd Floor HR Conference Room |
November 25, 2008 |
70 Ship Street - Room 105 |
December 9, 2008 |
BOB - 3rd Floor HR Conference Room |
*In addition to the individual consultations, TIAA-CREF will also facilitate a Brown Bag Presentation. Details to be announced closer to this date.
How To Schedule An Appointment
Fidelity: Call 1-800-642-7131, Monday through Friday from 8:00 AM to Midnight ET, or log on to http://www.fidelity.com/atwork/reservations to schedule your confidential consultation.
TIAA-CREF: Call 1-800-842-2004, Monday through Friday from 9:00 AM to 4:00 PM ET, or log on to http://www.tiaa-cref.org/moc to schedule your confidential consultation.
Telephone Counseling Centers
In addition to the individual consultations listed above, both Fidelity Investments and TIAA-CREF also offer telephone counseling, providing participants with the opportunity to speak with a consultant about topics such as investment and income options, benefits, pre-retirement illustrations, etc.
Eligible employees may utilize this service by calling Fidelity Investments at 1-800-343-0860 or TIAA-CREF at 1-800-842-2776.