Representatives from Cannon Financial Strategists, Inc. will be on the Gainesville campus, beginning Jan. 13, to meet with retirement plan participants for plan change assistance. Consultations are available by appointment only. A 45-minute meeting time can be scheduled between 8:30 a.m. – 5 p.m. most days. Meeting locations will vary. To schedule an appointment, please contact Kelley Maddox at firstname.lastname@example.org. Several dates to be announced later will be available in February and March.
Cannon representatives will have access to current retirement plan balances either with TIAA-CREF or Lincoln Financial Group. Again, these initial consultations are intended to aid employees with the retirement plan changes. To receive investment allocation recommendations you are advised to provide a comprehensive view of your current financial situation. You are encouraged to bring statements for any other accounts you would like to include in this discussion. All meetings are confidential between the employee and Cannon. Cannon representatives will schedule follow-up consultations as needed with employees desiring more detailed reviews of their financial situation.