Presidio10K Race and Reception
The Presidio 10 Race and Reception was Sunday, April 13
Splash Swim 3-20-13
Human Resources staff at the Splash Fun Wellness lunchtime activity
SOE Meaningful Mile 4.14 (3)
The School of Education staff participate in the Meaningful Mile
Human Resources - Room 339, Lone Mountain Main
Human Resources - Room 339, Lone Mountain Main
Presidio 10 2014
USF Faculty and Staff at 2014's Presidio 10 Race

Financial Consultant Schedule

2013 Financial / Retirement Consultants Calendar

Joe 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 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 1-800-732-8353 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.