Retirement Information Sessions
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 (please note location for these meetings) |
| March | 4 | Monday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
| March | 22 | Friday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
| April | 2 | Tuesday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
| May | 3 | Friday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
| May | 13 | Monday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
| June | 7 | Friday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
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 (please note location for these meetings) |
| March | 12 | Tuesday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
| March | 13 | Wednesday | 8:00 AM - 4:30 PM | MUB, Room 321 |
March | 26 | Tuesday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
April | 25 | Thursday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
May | 7 | Tuesday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
May | 8 | Wednesday | 8:00 AM - 4:30 PM | MUB, Room 233 |
May | 23 | Thursday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
June | 11 | Tuesday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
June | 20 | Thursday | 8:00 AM - 4:30 PM | Elizabeth Demeritt House (18 Garrison Avenue) Conference Room |
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.