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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.

2020 Schedule

 

Fidelity on campus for one-on-one counseling

January 31

April 10

August 28

November 6

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

ICMA-RC on campus for Individual Consultations

January 28

February 21

March 17

April 9

May 20

June 2

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

Please see the FOCUSing On Your Commonwealth of Virginia newsletter.

TIAA on campus for one-on-one counseling

January 15 & 29

February 12 & 26

March 11 & 24

April 8 & 22

May 12 & 26

June 10 & 24

July 7 & 22

August 4 & 19

September 9 & 15

October 14 & 27

November 11 & 17

December 9 & 15

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

June 25th

July 9th

July 23rd

August 6th

August 20th - CLICK HERE TO SIGN UP FOR A VIRTUAL MEETING (8/20)

September 3rd - CLICK HERE TO SIGN UP FOR A VIRTUAL MEETING (9/3)

September 17th - CLICK HERE TO SIGN UP FOR A VIRTUAL MEETING (9/17)

For appointments or questions, please contact Corbin Hess, email corbin.hess@valic.com or call (540) 830-1630.

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

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