2013 Financial / Retirement Consultants CalendarJoe Crowley, Personal
Financial Consultant
FREE one hour appointments are available once per year to benefits eligible faculty and staff.
A message will posted on the
USFconnect Message Board within two weeks of each of Mr.
Crowley's visits inviting you to schedule an appointment with him.
To schedule an
appointment after the announcement, please call Mr. Crowley's Performance Link office at (408) 246-0246. Leave a message with your name, phone number and preferred appointment time. You will receive a confirmation call from his office.
Please bring copies of
any/all of the following documents:
- most
recent tax return
- mortgage
or property information/documents
- homeowners
or personal property insurance policy
- recent
statement from any brokerage account most
- most recent TIAA/CREF, Fidelity or VALIC Statements
- last payroll stub
- you may also bring one person with you to your appointment
Dates
|
Location
|
Time
|
| February 4, 5, 7, 8 |
Lone Mountain 260 |
9:00 - 5:00 |
| April 15. 16, 18, 19 |
UC 505 |
8:00 - 5:00 |
| June 10, 11, 13, 14 |
UC 505 |
8:00 - 5:00 |
| July 29, 30; August 1, 2 |
Kendrick Hall 320 |
8:00 - 5:00 |
| October 14, 15, 17, 18 |
UC 505 |
8:00 - 5:00
|
| December 9, 10, 12, 13 |
Lone Mountain 260 |
9:00 - 4:30 |
2013 SRA Personal Consultations Schedule
TIAA-CREF Consultant
Dates
|
Location
|
Time
|
| January 23 |
Lone Mountain 268 |
8:30 - 5:00 |
| February 26 |
Lone Mountain 268 |
8:30 - 5:00 |
| March 19 |
Lone Mountain 268 |
8:30 - 5:00 |
| April 18 |
Lone Mountain 268 |
8:30 - 5:00 |
| May 21 |
Lone Mountain 268 |
8:30 - 5:00
|
| June 18 |
Lone Mountain 268 |
8:30 - 5:00 |
| July 18 |
Lone Mountain 268 |
8:30 - 5:00 |
| August 21 |
Lone Mountain 268 |
8:30 - 5:00 |
| September 24 |
Lone Mountain 268 |
8:30 - 5:00 |
| October 24 |
Lone Mountain 268 |
8:30 - 5:00
|
| November 20 |
Lone Mountain 268 |
8:30 - 5:00 |
| December 12 |
Lone Mountain 268 |
8:30 - 5:00 |
Times: 30 minute consultationsThe TIAA-CREF Consultant can answer your questions about long-term investment strategies tax-deferred savings opportunities and other issue affecting retirement. To schedule an appointment to meet with a TIAA-CREF consultant, please call the San Francisco Office and speaking to an assistant at 1-800-732-8353 or sign up on the www.tiaa-cref.org website. (Under "Products & Services" - Consultation & Seminars).
Fidelity Consultant
Dates
|
Location
|
Time
|
| January 24 |
UC 505 |
8:30 - 5:00 |
| February 28
|
UC 505 |
8:30 - 5:00 |
| March 21 |
UC 505 |
8:30 - 5:00 |
| April 23 |
UC 505 |
8:30 - 5:00
|
| May 21 |
UC 505 |
8:30
- 5:00
|
| June 24 |
UC 505 |
8:30 - 5:00 |
| July 23 |
UC 505 |
8:30 - 5:00
|
| August 29
|
UC 505 |
8:30
- 5:00
|
| September 26 |
UC 505 |
8:30 - 5:00 |
| October 21 |
UC 505 |
8:30
- 5:00
|
| November 18 |
UC 505 |
8:30 - 5:00 |
Times: 30 minute consultations
The Fidelity Consultant can answer your questions about long-term investment strategies, tax-deferred savings opportunities, and other issue affecting retirement. To schedule an appointment to meet with a Fidelity consultant, please call Fidelity at 1-800-642-7131.
