Announcements

FROM: Human Resources RE: Fidelity Investments Consultant
Sent:
2/9/2022 10:26:10 AM
To: Faculty, Staff

 

 

 

Meet with Your Fidelity Workplace Financial Consultant

 

George Maccarelli

Workplace Financial Consultant 

I’m George Mccarelli, your dedicated Fidelity Workplace Financial Consultant and have been with Fidelity since 2014. I am a licensed professional, experienced in helping associates of the Pennsylvania State System of Higher Education plan with their financial future. I can help you plan for both the expected and unexpected life events from basic budgeting to complex financial situations.

As part of your benefits with the Pennsylvania State System of Higher Education, you can meet with me by phone or video conference, and my services are completely complimentary. For a confidential consultation or to attend one of my Ask Fidelity Sessions, please use the link below.

 

Event title: Confidential Consultation

Monthly appoints are available. Please click "Schedule an appointment online" to view available dates and times and schedule an appointment that works best for you.

 

Virtual Ask Fidelity Sessions:

How to plan for the income you’ll need in retirement

Date: February 25, 2022

Time: 12:00PM

 

Top things to do before you retire

Date: March 22, 2022

Time: 4:00PM

 

Schedule an appointment by phone.

CALL:  800-642-7131

 

Schedule an appointment Online.

CLICK:  Appointment Scheduler (fidelity.com)

 

Investing involves risk, including risk of loss.

Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917

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