We are pleased to again welcome Keith Berry and Charlie Munkwitz to the College on March 22 and 23 and March 28 and 29. Both are with M3 Financial, Keith as a Retirement Plan Consultant, and Charlie as a Relationship Manager, and both have provided valuable guidance to the College as we worked with TIAA to make positive changes to the College’s Retirement Plan. During these four days each Keith and Charlie are available to meet one-on-one with you to revisit those changes and, as needed, to provide assistance to you in moving your retirement funds to the new Retirement Plan, in selecting investment options, etc.
There are still 30-minute Advice Session times available! To sign up for a one-on-one Advice Session via Doodle.com, please follow the links below. Session locations are noted in Doodle.com – be certain to take note of this important detail as you reserve your time.
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WHEN
Follow link below to sign up
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CAMPUS
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WITH
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Morning/Afternoon
30-Min Sessions Available
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Thu, March 22, 8:30 AM – 4:30 PM
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Main
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Keith Berry
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11:00 – 11:30 AM
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Thu, March 22, 8:30 AM – 4:30 PM
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Main
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Charlie Munkwitz
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None
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Fri, March 23, 8:30 AM – 12 NOON
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Main
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Keith Berry
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11:00 – 11:30 AM
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Fri, March 23, 1:00 PM – 4:30 PM
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Deming Way
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Keith Berry
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None
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Fri, March 23, 8:30 AM – 4:30 PM
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Main
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Charlie Munkwitz
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None
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Wed, March 28, 8:30 AM – 4:30 PM
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Main
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Keith Berry
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2:30 – 3:00 PM
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Wed, March 28, 8:30 AM – 4:30 PM
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Main
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Charlie Munkwitz
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11:30 – 12 Noon
1:00 – 3:30 PM
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Thu, March 29, 8:30 AM – 4:30 PM
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Main
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Keith Berry
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9:00 – 10:30 AM
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Thu, March 29, 8:30 AM – 4:30 PM
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Main
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Charlie Munkwitz
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9:30 – 11:30 AM
1:00 – 4:00 PM
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Keith and Charlie have been scheduled back to the College on April 13 and, if needed, April 19. Details relating to these visits will be posted in the future.
If you have any questions relating to the above, please contact Kathy Buechel in Human Resources at X2864 or kbuechel@edgewood.edu.