Representatives from Cannon Financial Strategists, Inc. will be on the Gainesville campus during the month of February to help employees manage their 403b retirement plans. Consultations are available by appointment only. Please contact Kelley Maddox at firstname.lastname@example.org for dates and times and to schedule an appointment.
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.