Current Announcements

FROM: Diana Balla RE: Fidelity Representative on Campus
Sent:
8/1/2012 7:26:28 AM
To: Faculty, Staff


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:

  • Get a fresh perspective on your retirement and overall investment goals
  • Get help evaluating your investment options
  • Receive assistance rolling over a former employer’s savings plan
  • Consolidate your retirement accounts (if appropriate for your situation)

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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