Meet one-on-one with a Fidelity Retirement Planner by phone or by video.
With everything going on, you may be feeling uncertain about many things, including your finances. The good news is that Fidelity is here to help you—and help is only a click or a phone call away. Your Fidelity Retirement Planner is holding complimentary one-on-one consultations.
Fidelity Retirement Planners are licensed professionals, experienced in helping people plan for their financial futures.
You're not alone. Schedule your appointment today!
New for 2022 Ask Fidelity virtual workshops:
January 25th 12:00pm topic: How to make the most of your retirement saving.
February 25th 12:00pm topic: How to plan for the future income you’ll need in retirement.
March 22nd 4:00pm topic: Top things to do before you retire.
George Maccarelli, the Fidelity account representative, is available for phone or virtual meetings on Wednesday, January 19th, Thursday, February 17th, and Tuesday, March 15th.
For employees interested in registering for a 1:1 meeting virtual or over the phone (also Ask Fidelity workshops) follow these steps:
Go to: Fidelity.com/schedule
Go to Schedule a time to meet or (Attend a Learning Event)
Enter employer Pennsylvania State System of Higher Education.
Select virtual or phone appointment or (select register for virtual event for Ask Fidelity)
Choose the date and time that works best for you.
You can also contact him directly at George.Maccarelli@fmr.com or 215-891-6642.
If you have any questions, please contact Diana at balla@calu.edu or extension 5433.