Questions on your retirement savings?
Fidelity can help. This is a great time to schedule a one-on-one consultation.
Meet with F. L. Geary, your Fidelity Workplace Planning and Guidance Consultant, to:
Meet at work, or even over the phone — whatever is most convenient for you.
Why Fidelity? As one of the nation’s leading providers of retirement savings plans for not-for-profit institutions, Fidelity Investments has more than 50 years of experience helping people save for their future. F. L. understands that one-size-fits-all just doesn’t fit all. |
Date |
Time |
Location |
Wednesday, August 8 |
9:00 A.M. to 4:00 P.M. |
California University of Pennsylvania Dixon Hall Room 408 |
Wednesday, October 3 |
9:00 A.M. to 4:00 P.M. |
California University of Pennsylvania Dixon Hall Room 408 |
Wednesday, November 7 |
9:00 A.M. to 4:00 P.M. |
California University of Pennsylvania Dixon Hall Room 408 |
Wednesday, December 5 |
9:00 A.M. to 4:00 P.M. |
California University of Pennsylvania Dixon Hall Room 408 |
Schedule your confidential consultation today!
Call 800-642-7131 or visit www.fidelity.com/atwork/reservations
Important Note: don’t forget to mark your calendar with your consultation date and time, and please call us to cancel or reschedule if you cannot make your appointment.
To-do list:
ü Talk to Fidelity about my retirement options
ü Get guidance to help me make decisions about my financial future
ü Evaluate my investment choices
ü Roll over my former employer’s plan
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Although consultations are one-on-one, guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.
Before closing or consolidating accounts, always consider all applicable fees, features, and benefits.
Fidelity Brokerage Services LLC, Member NYSE, SIPC. 900 Salem Street, Smithfield, RI 02917.
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