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Financial/Retirement Consultants Calendar
2008 Financial / Retirement Consultants Calendar
Joe Crowley, Personal Financial Consultant
To schedule an appointment, please call (415) 422-6707. A message will posted on the USFconnect Message Board within two weeks of each of Mr. Crowley's visits.
One week before consultation, each Full-Time Faculty and Staff member will receive a reminder phone call.
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/CRED, Fidelity or VALIC Statements
- last payroll stub
- you may also bring one person with you to your appointmen
2008 Schedule
|
Dates |
Location |
Time |
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February 4, 5, 7 & 8 |
TBA |
8:00 - 5:00 |
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February 11, 12, 14, & 15 |
TBA |
8:00 - 5:00 |
|
April 3, 4 , 7 & 8 |
TBA |
8:00 - 5:00 |
|
June 9, 10, 12 & 13 |
TBA |
8:00 - 5:00 |
|
September 8, 9, 11 & 12 |
TBA |
8:00 - 5:00 |
|
October 13, 14, 16 & 17 |
TBA |
8:00 - 5:00 |
|
December 1, 2, 4 & 5 |
TBA |
8:00 - 5:00 |
2008 SRA Personal Consultations Schedule
TIAA-CREF Consultant
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Dates |
Location |
Time |
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February 12 |
University Center 419 |
9:00 - 5:00 |
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March 26 |
University Center 419 |
9:00 - 5:00 |
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March 27 |
Lone Mountain 103 |
9:00 - 5:00 |
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April 22 |
University Center 417 |
9:00 - 5:00 |
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April 23 |
University Center 417 |
9:00 - 5:00 |
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May 28 |
University Center 417 |
9:00 - 5:00 |
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August 25 |
Lone Mountain 103 |
9:00 - 5:00 |
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September 16 |
University Center 417 |
9:00 - 5:00 |
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September 17 |
University Center 417 |
9:00 - 5:00 |
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October 23 |
University Center 417 |
9:00 - 5:00 |
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November 18 |
University Center 417 |
9:00 - 5:00 |
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November 19 |
University Center 417 |
9:00 - 5:00 |
Times: 30 minute consultations
The 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 1-800-842-2007 ext. 4 or sign up on the TIAACref.org website. (under ?Services - Meeting and Counseling?).
VALIC Consultant
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Dates |
Location |
Time |
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January 24 |
University Center 419 |
8:30 - 4:30 |
|
February 21 |
Lone Mountain 358C |
8:30 - 4:30 |
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March 20 |
Lone Mountain 103 |
8:30 - 4:30 |
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April 24 |
Lone Mountain 103 |
8:30 - 4:30 |
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May 8 |
University Center 417 |
8:30 - 4:30 |
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May 15 |
University Center 417 |
8:30 - 4:30 |
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September 18 |
University Center 417 |
8:30 - 4:30 |
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October 16 |
University Center 417 |
8:30 - 4:30 |
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November 13 |
University Center 417 |
8:30 - 4:30 |
|
December 4 |
University Center 419 |
8:30 - 4:30 |
Times: 30 minute consultations
The VALIC 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 VALIC consultant, please call VALIC at 1-800 283-4892.
Fidelity Consultant
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Dates |
Location |
Time |
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January 25 |
University Center 419 |
8:30 - 4:30 |
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February 29 |
University Center 419 |
8:30 - 4:30 |
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March 28 |
University Center 421 |
8:30 - 4:30 |
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April 25 |
University Center 419 |
8:30 - 4:30 |
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May 30 |
University Center 419 |
8:30 - 4:30 |
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July 25 |
Lone Mountain 103 |
8:30 - 4:30 |
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August 29 |
University Center 419 |
8:30 - 4:30 |
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September 26 |
University Center 419 |
8:30 - 4:30 |
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October 28 |
University Center 419 |
8:30 - 4:30 |
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December 19 |
University Center 419 |
8:30 - 4:30 |
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.
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