2024 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 5
- February 16
- March 1
- April 5
- May 3
- June 7
- July 12
- August 2
- September 13
To schedule an appointment with Punchai Paul Vutiprichar, use the online scheduler at www.fidelity.com/reserve, call (202) 604-3842 or email punchai.vutiprichar@fmr.com
MissionSquare on campus and virtual for Individual Consultations
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Virutal
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On-Campus
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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 Counseling
On-Campus:
- March 26
- March 27
- August 27
- August 28
To schedule an appointment with TIAA representative Peter Kohn, please click HERE
or call 800-732-8353.
Corebridge Financial (VALIC) Matching Plan Review
Corebridge Financial (Valic) Financial Planning (complimentary) - contact Sean Lankard at (540) 333-0364 or email sean.lankard@aig.com
