2025 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

2025 Virtual or Phone:

  • December 19

 

 

2026 Virtual or Phone: 

  • January16
  • February 13
  • March 27

 

To schedule an appointment with Punchai Paul Vutiprichar, use the online scheduler at www.fidelity.com/reserve, or email punchai.vutiprichar@fmr.com

Voya on campus and virtual for Individual Consultations

   

2026 Virtual

  • February 4
  • April 3
  • June 2
  • August 7

2026 On-Campus

  • January 8
  • March 4
  • May 15
  • July 14

 

To schedule an appointment use the Virtual Appointment SchedulerIn-Person Appointment Scheduler or email Janice Parker at Janice.Parker@voya.com

 

TIAA Counseling

 

2026 On Campus Dates: 

  • January 5
  • January 26
  • February 9
  • February 23
  • March 9
  • March 30

To schedule an appointment with TIAA representative Rich Carroll, register at tiaa.org/schedulenow or call 800-732-8353.

Corebridge Financial (VALIC) Matching Plan Review

 

2026 On Campus Dates:

  • January 5
  • February 9
  • March 9
  • April 6
  • May 4

 

Corebridge Financial (Valic) Financial Planning (complimentary) - contact Jeffrey Gruse at (540) 240-3317 or email jeffrey.gruse@corebridgefinancial.com

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