2022 Schedule

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 denoted as "virtual" will be set up by the vendor.  If they're accepting physical appointments, they will be held on the 2nd floor of the Wine Price building, North Campus, 752 Ott Street. All visits are by appointment only.

Fidelity - Virtual Counseling

Virtual or Phone:

January 7

February 18 & 23

March 4 & 10

April 1 & 15

May 27

June 24

July 18

August 12

September 2

To schedule an appointment with Punchai Paul Vutiprichar, use the online scheduler at www.fidelity.com/reservecall (202) 604-3842 or email punchai.vutiprichar@fmr.com

MissionSquare on campus for Individual Consultations

Virtual:                                                                  On-Campus:

January 20                                                             February 16

March 8                                                                  April 6   

May 13                                                                   June 13

July 19                                                                   August 17

September 8                                                                 

 

To schedule an appointment click here: JMU online scheduling, email Janice Parker at jparker@missionsq.org , or call 1-855-253-1202.

Please see the FOCUSing On Your Commonwealth of Virginia newsletter.

TIAA - Virtual Counseling

 Virtual:

January 5 & 25

February 2 & 15

March 2 & 22

April 14 & 20

May 12 & 19

June 7 & 10

July 7 & 27

August 9 & 25

To schedule an appointment with Jay Colligan, email eugene.colligan@tiaa.org or log on to https://www.tiaa.org/public/support/contact-us/consultations-seminars.

VALIC Matching Plan Review

On-Campus:

March 23

April 20

May 18

April 27

May 18

June 22

July 20

For appointments or questions, please contact Jacob Meyer, email jacob.meyer@aig.com or call (540) 236-2490.

Valic Financial Planning (complimentary) - contact Sean Lankard at (540) 333-0364 or email sean.lankard@aig.com

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