VALIC representatives on campus, Sept. 12-13
by Michelle Saport |
Want to enjoy a comfortable retirement? Come meet with Daniel Crumpacker and Glen Bobo, VALIC financial advisors. Crumpacker and Bobo are available to meet with university employees, and you do not have to be a VALIC client to meet with them. The services that Crumpacker and Bobo provide to university employees include review of the university retirement plan, financial planning and portfolio analysis.
The representatives are 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 if you are on track to meet your retirement goals and analyzes your overall portfolio to ensure it is properly diversified. There is no fee for this service. If you are interested, please contact Daniel Crumpacker at daniel.crumpacker@valic.com.
The representatives will be on campus as follows:
Wednesday, Aug. 29
10 a.m.- 12:45 p.m, Eugene Short Hall, Room 202
1-3:45 p.m., Allied Health Sciences Building, Room 108
Thursday, Aug. 30
11 a.m.-3 p.m., Rasmuson Hall, Room 303
Wednesday, Sept. 12
11:30 a.m.-4 p.m., University Center, Room 143
Thursday, Sept. 13
11 a.m.-3 p.m., Rasmuson Hall, Room 303
To schedule an appointment, please contact Daniel Crumpacker at daniel.crumpacker@valic.com or (907) 279-8310. If you cannot meet at the above times, Crumpacker and Bobo are available to meet at your convenience on or off campus.
About the representatives:
Crumpacker graduated from UAA with a double major in economics and political science and has worked for VALIC for 8 years.
Bobo is a certified life underwriter and chartered financial consultant. He also is an adjunct faculty member of UAA and teaches Investment Planning at the university.
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