Retirement Information Sessions

You can schedule "One-on-One" Information Sessions with either Fidelity Investments or TIAA-CREF Financial Services representatives who are here on the UNH Durham campus every month.  Representatives are also available via telephone consulations as well. 

Fidelity Investments: "One-on-One" Consultations

Individual meetings designed to help you answer the following questions:

  • Am I on track to reach my retirement goals?
  • Am I making the most of my workplace savings plan?

To get the most out of your appointment:

  • Prepare a list of questions or topics that you wish to discuss.
  • Bring your most recent retirement plan statement.
  • Please allow sufficient time in the event that appointments run longer than the allotted time.

Fidelity Investments Available Dates/Times:

MONTH

DATE

DAY

TIME

LOCATION

July 27 Monday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
August 14 Friday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
August 24 Monday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
September 16 Wednesday 10:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
September 21 Monday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
October 5 Monday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
October 12 Monday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
November 2 Monday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
November 13 Friday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December 4 Friday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
December 14 Monday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)

To schedule an on-campus ‘one-on-one’ consultation time to meet with Fidelity representative Paul Bolles, you can do one of the following:

One-on-one consultations run approximately 60 minutes. Spouses and guests are welcome to attend.

Fidelity Investments Telephone Counseling Center

If you are unable to attend, Fidelity Retirement Services Specialists are available for telephone consultations at 1-800-343-0860, Monday - Friday, 8:00 am to midnight ET.

TIAA-CREF "One-on-One" Consultations

Take advantage of TIAA-CREF's Individual Counseling Sessions. A TIAA-CREF Individual Consultant will be available to meet with you personally and answer any questions you may have about your financial future.

Meeting with a TIAA-CREF Consultant can help you evaluate your current financial plan and make some informed decisions. Possible topics include:

  • A review of your current situation -- contracts, accumulations and allocations
  • Estimates of your retirement income based on current accumulations and projected start date (using hypothetical interest rates)
  • Illustration of personalized TIAA-CREF portfolio based on answers to risk questionnaire
  • Any other aspect of retirement planning you wish to discuss

TIAA-CREF Available Dates/Times:

MONTH

DATE

DAY

TIME

LOCATION

August 6 Thursday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
August 7 Friday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
September 17 Thursday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
September 18 Friday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
October 1 Thursday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)
October 15 Thursday 8:00 AM - 4:30 PM Elizabeth Demeritt House Conference Room 
(18 Garrison Ave.)

To schedule a "One-on-one" consultation with a TIAA-CREF representative,  please call Susan Geist at (617) 788-5906 to make an appointment or you can contact the scheduling department directly at (800)732-8353. You may also email Susan at: sgeist@tiaa-cref.org. Spouses and guests are welcome to attend. Sessions will last about 60 minutes. Please bring your most recent Quarterly Statement with you if you have one.

TIAA-CREF Telephone Counseling Center

You can speak with a TIAA-CREF consultant, 6 days a week, Monday through Friday from 8 am to 10 pm, and Saturday from 9 am to 6 pm, by calling 1-800-842-2776.