We are pleased to again welcome Keith Berry and Charlie Munkwitz to the College on Monday, Tuesday, and Wednesday, December 3, 4, and 5.  Both are with M3 Financial, Keith as a Retirement Plan Consultant, and Charlie as a Relationship Manager.  Together they provided valuable guidance to the College as we worked with TIAA to make positive changes to our Retirement Plan earlier this year. 

During these days each Keith and Charlie are available to meet one-on-one with you to revisit those changes, provide assistance to you in moving your retirement funds to the Retirement Choice Plan (if you haven’t already), in selecting investment options, etc. 

To sign up for a one-on-one, 30-minute, Advice Session, please follow the links below.  Session locations are noted in on the sign up page – be certain to take note of this important detail as you reserve your time. 

If you have any questions relating to the above, please contact Kathy Buechel in Human Resources at X2864 or kbuechel@edgewood.edu.