DATES:         March 9, 2016

                      April 7, 2016

                      May 5, 2016

TIME:              9:00 am to 4:00 pm

Whitman Hall - 1st Floor - Math Department Conference Room

Individual Counseling

A detailed evaluation tells you everything you need to know and do.

Our individual 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?

  • Consolidating your retirement accounts to make managing your holdings easier, particularly when it comes to tax preparation

  • Reviewing your retirement income options to provide you with the most flexibility possible