Department of Human Resources

INDIVIDUAL FINANCIAL COUNSELING SESSIONS SCHEDULE 

TIAA-CREF and Vanguard individual consultants will be available to provide employees with personalized planning and guidance to help you reach your retirement and financial goals.  They will be available on the following dates during the Spring semester:

TIAA-CREF
January 22, 23
February 13, 14
March 12, 13
April 15, 16
May 6, 7
June 10, 11

To schedule an appointment with TIAA-CREF, please call 1-800-732-8353 or register on-line at www.tiaa-cref.org/moc.  TIAA-CREF sessions will be held in the BRYN MAWR ROOM in the Connelly Center except for the sessions scheduled for January 23rd and March 12th.  Sessions scheduled for these dates will be held in the HAVERFORD ROOM.

Vanguard
January 25
February 28
March 19
April 23
May 23
June 20

 To schedule an appointment with Vanguard, please call 1-800-662-0106, Ext. 14500, or register on-line at www.meetvanguard.com.  Vanguard sessions will be held in the HAVERFORD ROOM in the Connelly Center except for the sessions scheduled for May 23rd and June 20th.  Sessions scheduled for these dates will held in the ROSEMONT ROOM.

The consultants will be available to discuss financial issues such as:  choosing the right investment funds, investing during any market, and understanding distribution options.