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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 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.

2021 Schedule

Fidelity on campus for one-on-one counseling

 

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

Virtual:

January 15

February 15

March 16

April 14

May 13

June 11

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

 

Virtual:

January 20 & 27

February 11 & 24

March 9 & 24

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

 

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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