One-on-One Financial Consultations: Vanguard

Monday, March 3, 2014 - 8:30am to 5:00pm
CU Anschutz, Education 2 South, L28-SGL-2302 North

Everyone could use some financial guidance now and then—from everyday budgeting to managing debt to retirement planning.

That's why CU provides its employees access to investment professionals.

Meet with a Vanguard representative if you are a CU employee who:

  • already has a Vanguard account and wants some one-on-one time to consult with a professional.
  • is considering opening a Vanguard investment account and is looking for more information about its services.
  • is looking for financial guidance in general.

Is there a cost?

Because the cost of these sessions is already included in Vanguard's administrative contract with CU, there's no additional charge to you for using these services.

To schedule a one-on-one appointment, call 1-800-662-0106, ext. 14500, or register online.

Not available this day? Don't worry: Vanguard and CU's other investment sponsors will host several financial consultation sessions throughout the year. Just check the Employee Services events calendar to find one that's convenient for you.