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/reservecall (202) 604-3842 or email punchai.vutiprichar@fmr.com

MissionSquare on campus and virtual for Individual Consultations

 Virtual:                                                                                 On-Campus: 

 February 14                                                                        January 17

 April 19                                                                                March 14

 June 11                                                                                May 13

 August 15                                                                            July 17


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


March 26

March 27



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

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