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

January 18
February 15
March 22

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

January 23
February 27
March 27
April 17
May 22
July 24
August 28
September 18
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 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 15 & 31
February 
March 18
April 23 
May 20 & 21
June 10
July 8
August 26 & 27
September 23 & 24
October 28 & 29
November 11
December 9

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

February 21
March 21
April 18 
June 20
July 18
August 15
September 
November 21

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

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

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