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Financial Counseling Sessions

Let these companies help you make financial decisions that are right for you. Schedule an one-on-one appointment today with a consultant to discuss your personal financial situation on a confidential basis. They will be available to discuss how to help meet your financial goals with products, such as mutual funds and annuities, or other financial matters you have. Sessions start at 8:00 a.m. - 4:30 p.m. and will be held on the 2nd floor of the Wine Price building, North Campus, 752 Ott Street. All visits are by appointment only.

2017 Schedule

Fidelity on campus for one-on-one counseling

February 24
March 24
July 14
August 18
September 22
October 27
November 17

December 15

To schedule an appointment with Punchai Paul Vutiprichar, call (202) 604-3842 or email punchai.vutiprichar@fmr.com

ICMA-RC on campus for Individual Consultations

February 21
March 7
April 11
May 23
June 27
July 25 
August 22
September 12
October 17
November 14

December 12

To schedule an appointment click here: JMU online scheduling

Please see the FOCUSing On Your Commonwealth of Virginia newsletter to learn of an upcoming new Roth feature for the Commonwealth of Virginia 457 Deferred Compensation Plan.

TIAA on campus for one-on-one counseling

February 21 & 22
March 15 & 16
April 3
May 8 & 9
June 5 & 6
July 18 & 19
August 14 & 15
September 18 & 19
October 10 & 13
November 12 & 14

December 11 & 12

To schedule an appointment with Christian Pechuekonis, call (866) 842-2044 or log on to https://www.tiaa.org/public/support/contact-us/consultations-seminars.

VALIC Matching Plan Review

March 15
April 20
May 18
June 15

July 20

To schedule an appointment with Rob Lankard in advance, call (540) 820-3601 or email rob.lankard@valic.com.