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.

2018 Schedule

Fidelity on campus for one-on-one counseling

January 19
February 16
March 23
April 13
May 18
June 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

January 30
February 28
March 29
April 12
May 7
July 18
August 23
September 12
October 24
November 8
December 6

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

January 22 & 23
February 12 & 13
March 19 & 20
April 23 & 24
May 21 & 22
June 11 & 12
July 23 & 24
August 20 & 21
September 17 & 18
October 22 & 23
November 12 & 13
December 10 & 11

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

January 18
February 15
March 15
April 19
May 17
June 14
July 19
August 16
September 20
October 18
November 16
December 13

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

Valic Financial Planning (complimentary) - contact Sean Lankard at (540) 477-2680 or email sean.lankard@valic.com 

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