Want to enjoy a comfortable retirement? Come meet with Daniel Crumpacker and Glen Bobo, VALIC financial advisors. Crumpacker and Bobo are available to meet university employees and you do not have to be a VALIC client to meet with them. The services that the representatives provide to university employees include: review of the university retirement plan, retirement planning and portfolio analysis.
The pair is also offering free comprehensive financial plans to university employees. These comprehensive financial plans are holistic and review your entire financial situation. The analysis informs you whether or not you are on track to meet your retirement goals and analyzes your overall portfolio to ensure it is properly diversified. Please note that there is no fee for this service.
The pair will be on campus as follows:
Wednesday, June 27, 9 a.m.-4 p.m.
University Center, Room 146
Thursday, June 28, 11 a.m.-3 p.m.
Rasmuson Hall, Room 303
To schedule an appointment, please contact Daniel Crumpacker at email@example.com or (907) 279-8310. If you are unable to meet at the above times, Crumpacker and Bobo are both available to meet at your convenience on or off campus.
About the representatives:
Glen Bobo is a certified life underwriter and chartered financial consultant. He is also an adjunct faculty member of UAA and teaches the investment planning course at the university.
Daniel Crumpacker graduated from UAA with a double major in Economics and Political Science.