VALIC representative at UAA, Sept. 12 and 13
by Michelle Saport |
Want to enjoy a comfortable retirement? Come meet with Daniel Crumpacker, a financial planner and UAA graduate who has been helping employees plan their retirements for nine years. Crumpacker is available to meet university employees, and you do not have to be a VALIC client to meet with him. The services that Crumpacker provides to university employees include: review of the university retirement plan, financial and retirement planning and portfolio analysis.
Crumpacker also offers 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.
Crumpacker will be on campus:
Thursday, Sept. 12, 9 a.m.-12:30 p.m. Rasmuson Hall, Room 112
Friday, Sept. 13, Noon-3 p.m. University Center, Room 114
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 is available to meet at your convenience on or off campus.Please do not submit trade instructions via email, as they cannot be accepted. Securities and investment advisory services are offered by VALIC Financial Advisors Inc., member of FINRA, SIPC and an SEC-registered investment advisor.
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