TSA and Wisconsin Deferred Compensation One-on-One Appointments and Seminar Schedule
Appointments are available throughout the year. You can view the appointment schedule below. Check Today in the Union (TITU) for room locations. For available appointment times, look next to the vendor name.
Tax-Sheltered Annuity Basics Seminars are on October 21, 3-4 p.m. and December 3, noon-1 p.m. in room 5045 at 21 North Park Street. Please register at the OHRD Benefits Education website.
Deferred Compensation Seminars are also offered throughout the year.
Schedule your appointment soon! Appointment times are limited.
Dreyfus (9:00 a.m. - 2:00 p.m.) |
To schedule a one-on-one portfolio review, please contact Dreyfus at: retirement@dreyfus.com |
No dates currently scheduled. Please check back later. |
Fidelity (9:00 a.m. - 5:00 p.m.) |
Make an appointment by calling: |
| November 17, 2009 (Memorial Union) |
| December 8, 2009 (Memorial Union) |
T. Rowe Price (9:00 a.m. - 5:00 p.m.) |
Make an appointment at this web site: To cancel appointments contact: |
| No dates currently scheduled. Please check back later. |
TIAA-CREF (9:00 a.m. - 5:00 p.m.) |
Make an appointment by calling or through their web site: 1-800-842-2005 x255674 www.tiaa-cref.org/moc |
| November 5, 2009 (Memorial Union - 2 rooms) |
| November 6, 2009 (Memorial Union - 2 rooms) |
| December 1, 2009 (Memorial Union - 3 rooms) |
| December 2, 2009 (Memorial Union - 3 rooms) |
| December 3, 2009 (Memorial Union - 3 rooms) |
| Wisconsin Deferred Compensation (9:00 a.m. - 4:30 p.m.) |
| Call 241-6604 in Madison or toll free (877) 457-9327, Option 2, to make appointments for counseling sessions. Seminar sessions will also be available on some of these days. |
| November 9, 2009 (Memorial Union) |
| November 13, 2009 (Memorial Union) |