Vanguard offers virtual counseling sessions and phone consultations during July

These are uncertain times and the financial markets are reflecting it. Individuals are juggling many responsibilities and dealing with many concerns, all in a changing atmosphere. You can get advice and education about your retirement savings in a one-on-one virtual counseling session or a phone consultation through Vanguard. Faculty and staff are encouraged to sign up for these opportunities during July. Appointments are still available.

One-on-one virtual counseling sessions/phone consultations with Vanguard will be held on the following dates:

  • July 28
  • July 29
  • July 30

To schedule a session with Vanguard, call 1.800.662.0106, ext. 14500, or register online at meetvanguard.com

As a reminder, no in-person meetings are currently being held with Vanguard. 

If these dates do not work for you, you may schedule a phone consultation with Vanguard by contacting the carrier and requesting a different date. 

To view additional resources from Vanguard, visit the retirement section on the Human Resources website.

Questions? Email AskHR@case.edu or call the HR Service Center at 216.368.6964.