Barnaby Bullard, Director of Financial Planning at Bullard, McLeod & Associates, Inc. will be available to meet individually with employees (and spouses/partners) for a 1 hour consultation on Thursday and Friday, May 2nd and 3rd.
All aspects of individual/family financial circumstances will be open to discussion and review on a confidential basis. Topics to discuss may include saving for retirement or college expenses, purchasing a house or vehicle, or creating a Will, Health Proxy or Power of Attorney. Mr. Bullard will also provide “reasonable” follow-up as part of this service, including a summary of the session and answers to questions raised at the session.
The Academy’s willingness to pay for the majority of the cost of this benefit is an opportunity for you to receive financial counseling at an affordable cost. You are only required to pay $25 — approximately 10% of the total cost of your session.
Priority for appointments will be given according to length of service with the Academy and/or those anticipating retirement within the next several years.
Please note: Neither the Academy nor its employees are legally able to provide you with financial counseling; therefore, the service is provided by an outside agency. The Academy takes no responsibility for any advice or direction provided by or taken as a result of this service.
If you wish to request an individual appointment, please complete the attached form no later than 4/26/2013. Be certain to include your first, second and third choice appointment times. Those scheduled for appointments will receive more information to help prepare for the meeting.