Retirement Information Sessions

You can schedule "One-on-One" Information Sessions with either Fidelity Investments or TIAA-CREF Financial Services representatives who are here on the UNH Durham campus every month.  Representatives are also available via telephone consulations as well.

 

Fidelity Investments: "One-on-One" Consultations

Individual meetings designed to help you answer the following questions:

  • Am I on track to reach my retirement goals?
  • Am I making the most of my workplace savings plan?

Call (800) 642-7131 today to schedule a One-on-One consultation with a Fidelity Investments Retirement Counselor.

To get the most out of your appointment:

  • Prepare a list of questions or topics that you wish to discuss.
  • Bring your most recent retirement plan statement.
  • Please allow sufficient time in the event that appointments run longer than the allotted time.

Fidelity Investments Available Dates/Times:

MONTH

DATE

DAY

TIME

LOCATION

October18Friday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
October25Friday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
November8Friday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
November22Friday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December9Monday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December13Friday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)

To schedule a "One-on-One" consultation with a Fidelity representative, call their Central Reservations line at (800) 642-7131. Consultations run approximately 30 minutes.

Fidelity Investments Telephone Counseling Center

If you are unable to attend, Fidelity Retirement Services Specialists are available for telephone consultations at 1-800-343-0860, Monday - Friday, 8:00 am to midnight ET.

TIAA-CREF "One-on-One" Consultations

Take advantage of TIAA-CREF's Individual Counseling Sessions. A TIAA-CREF Individual Consultant will be available to meet with you personally and answer any questions you may have about your financial future.

Meeting with a TIAA-CREF Consultant can help you evaluate your current financial plan and make some informed decisions. Possible topics include:

  • A review of your current situation -- contracts, accumulations and allocations
  • Estimates of your retirement income based on current accumulations and projected start date (using hypothetical interest rates)
  • Illustration of personalized TIAA-CREF portfolio based on answers to risk questionnaire
  • Any other aspect of retirement planning you wish to discuss

TIAA-CREF Available Dates/Times:

MONTH

DATE

DAY

TIME

LOCATION

October3Thursday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
October8Tuesday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
October29Tuesday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
November5Tuesday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
November21Thursday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December3Tuesday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December5Thursday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December16Monday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December17Tuesday8:00 AM - 4:30 PMElizabeth Demeritt House Conference Room 
(18 Garrison Ave.)

To schedule a "One-on-one" consultation with a TIAA-CREF representative,  please call Melissa Prunier at TIAA-CREF (866) 904-7801 to make an appointment. Spouses and guests are welcome to attend. Sessions will last about 45 minutes. Please bring your most recent Quarterly Statement with you.

TIAA-CREF Telephone Counseling Center

You can speak with a TIAA-CREF consultant, 6 days a week, Monday through Friday from 8 am to 10 pm, and Saturday from 9 am to 6 pm, by calling 1-800-842-2776.