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.

2019 Schedule

 

Fidelity on campus for one-on-one counseling

October 25
November 15
December 13

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

October 17
November 20
December 12

To schedule an appointment click here: JMU online scheduling

Please see the FOCUSing On Your Commonwealth of Virginia newsletter.

TIAA on campus for one-on-one counseling

October 28 & 29
November 11
December 9

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

October 10
November 21
December 19

Please click on the date you wish to schedule for to see individual appointments.  For questions, please contact Corbin Hess, email corbin.hess@valic.com or call (540) 830-1630.

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

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