Events Calendar

Fall 2014 SEMINARS AND TRAINING PROGRAMS

TIAA-CREF REPRESENTATIVE

FIDELITY REPRESENTATIVE

VALIC REPRESENTATIVE

METLIFE REPRESENTATIVE

VOYA/ING REPRESENTATIVE

NYS Deferred Compensation 457(b) Plan Representative


Fall 2014 SEMINARS AND TRAINING PROGRAMS:

Fidelity Presents:  Preparing Your Savings for Retirement

September 19 at 12pm in the Hunt Room College Union 135

  • Focus on identifying sources of income (including Social Security), assessing the impact of future health care costs in retirement, and evaluating expenses and strategies to fill the gap

To Register - call:  800-642-7131 or go online at:  fidelity.com/atwork/reservations

TIAA CREF Presents:  The Starting Line:  Why and How retirement saving should begin now

October 6 at 12pm in the Tower Room Doty 300

  • The real effect of time on money; Why saving for your retirement is important and how to plan; Differences between good and bad debt; How budgeting can help you find and save

Voya/ING Presents:  The Sandwich Generation

October 9 at 12pm in the Hunt Room College Union 135

  • With the busy lifestyles of today, families are often challenged with balancing various family needs.  The financial impact of educational savings and the need to provide for elder care may be overwhelming.  This workshop provides assistance with planning for these types of needs and addressing multi-generational concerns.

VALIC Presents:  Social Security and Your Retirement

October 30 at 12pm in the Hunt Room College Union 135

  • A secure, comfortable retirement is every worker's dream.  Achieving this dream requires careful financial planning to anticipate meeting income needs in retirement.  As part of a comprehensive financial plan, Social Security is an important element in retirement security.  This seminar discusses when to claim Social Security benefits, how to maximize those benefits, and where Social Security fits in an employee's overall retirement income plans.  In this seminar, you will learn about: the cost of retirement, social security benefits, and bridging the income gap.

Please check back for more dates/topics.  Any suggestions can be directed to hr@geneseo.edu


TIAA-CREF CAMPUS REPRESENTATIVE ON-CAMPUS

Michael Spogli, Financial Consultant, is our SUNY Geneseo Campus Representative for TIAA CREF and will be available for one-on-one consultations.  These appointments are scheduled in one hour increments.

Dates/Location:   

February 3, 2015 - College Union, 324

February 11, 2015 - College Union 329

March 10, 2015 - College Union 328

April 7, 2015 - College Union 324

April 8, 2015 - College Union 325

April 9, 2015 - College Union 328

Schedule Appointment:  Call the Servicing & Scheduling Group at 800-732-8353 to schedule your consultation.

 

Time(s):  Appointments are scheduled in one hour intervals between 9:00am and 4:00 pm.


fidelity campus representative on-campus

John Farar, Fidelity Workplace Planning and Guidance Consultant, is our SUNY Geneseo Campus Representative for Fidelity.  He will be available for one-on-one consultations.

Dates/Location:

February 12, 2015 - College Union 324

March 5, 2015 - College Union 324

April 15, 2015 - College Union 325

May 13, 2015 - College Union 325

Schedule an appointment:

Call - 800-642-7131

Register Online at:  getguidance.fidelity.com


valic campus representative on-campus

Jeff Otterstein, Financial Advisor, is our SUNY Geneseo Campus Representative for VALIC.  He will be available for one-on-one consultations.

Dates/Location:

Thursday January 15, 2015 - College Union Rm 324

Thursday February 12, 2015 - College Union Rm 328

Thursday March 12, 2015 - College Union Rm 324

Thursday April 16, 2015 - College Union Rm 324

Thursday May 7, 2015 - College Union Rm 324

If you are unavailable on these dates and want to make an appointment with Valic - please call Jeff directly.

Schedule an appointment:

Call directly: 716-908-1517

Online by Clicking here to Register!


METLIFE CAMPUS REPRESETNATIVE ON-CAMPUS

John Ceddia, Financial Advisor, is our SUNY Geneseo Campus Representative for MetLife.  He will be available for one-on-one consulations.

Schedule an Appointment:

Call John Directly:  585-241-5255

Email:  jceddia@metlife.com


Voya/ing Representative

Gary Witten & Matt Witten, Financial Advisors, are our SUNY Geneseo Campus Representative for Voya/ING.  They will be available for one-on-one consulations.

Schedule an Appointment:

Call Gary & Matt  Directly:  716-626-3928

Email:  molly@teamifs.com


NYS Deferred Compensation 457(b) PLan Representative on-campus

Dave Gollus is our SUNY Geneseo Campus Representative for the NYS Deferred Compensation Plan and will be available for one-on-one consultations.  These appointments are scheduled in 1/2 hour increments from 10am - 3pm.

Dates/Location:

Thursday February 26, 2015 - College Union 324

Tuesday March 3, 2015 - College Union 324

Schedule Appointment:  Email Rebecca Farrington in the Human Resources & Payroll Services Department at:  farrington@geneseo.edu

*Note - you do not need to be enrolled into this plan to meet with Dave.

For more information regarding NYS Deferred Compensation, please visit their website at:  www.nysdcp.com