The TIAA/CREF and Fidelity Investment Consultants visit W&L each month to meet with employees. The appointments are about 60 minutes long. The consultants can assist you with opening an account, reviewing/updating your investment choices, and reviewing/updating your beneficiaries. They can also help you determine if you are on track to save enough to retire when you are ready!
Fidelity Financial Consultant, Boyce Brice, will be on campus November 4. To schedule an appointment, call 1-800-642-7131.
TIAA/CREF Financial Consultant, Kurt Johnson, will be on campus November 19 and 21. To schedule an appointment, call 1-800-732-8353.