Retirement Vendor Appointments

Fidelity Individual Retirement Counseling

As a valued employee of a not-for-profit organization, Fidelity invites you to take advantage of complimentary one-on-one appointments and attend educational workshops covering a range of retirement and financial topics.

• Does my portfolio have the right mix of investments?
• Am I saving enough to retire when and how I want?
• Will I have enough money to last throughout my retirement?

To register for an appointment, go to : www.fidelity.com/reserve.

TIAA Individual Retirement Counseling

You can confidentially discuss your personal financial situation with an experienced TIAA financial consultant. Consultants are available to discuss how to help you achieve your financial goals by investing in financial solutions such as mutual funds, brokerage, life insurance and annuities.

A detailed evaluation tells you everything you need to know and do. Our counseling session will help you answer these questions:

• Are you setting realistic goals for key life events and retirement?
• Can you better balance your spending priorities to help you save more for your financial goals?
• What investment mix and strategy is best for you to increase your portfolio’s potential, including protecting against cost-of-living increases?
• What retirement income options best fit your situation?

How to Schedule an Appointment

To schedule an appointment, click below:

Click Here to Schedule Appointment

Or Call: 1.800.732.8353 to schedule

VALIC Individual Retirement Counseling