FROM: Human Resources RE: Fidelity Representative
Sent: 5/2/2022 2:47:13 PM
To: Faculty, Staff
Workplace Financial Consultant
I’m George Maccarelli, 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 appointments are available. Please click "Schedule an appointment online" to view available dates and times and schedule an appointment that works best for you.
Event title: Virtual Ask Fidelity Sessions
Date: April 20, 2022
Title: Making Your Money Work as Hard as You Do
Time: Noon
Date: May 19, 2022
Title: Resetting Your Financial Foundation
Time: Noon
Date: June 23, 2022
Title: Creating a Budget You’ll Actually Use
Time: Noon
For employees interested in registering for a 1:1 meeting virtual or over the phone (also Ask Fidelity workshops) follow these steps:
1. Go to: Fidelity.com/schedule
2. Go to Schedule a time to meet or (Attend a Learning Event)
3. Enter employer Pennsylvania State System of Higher Education.
4. Select virtual or phone appointment or (select register for virtual event for Ask Fidelity)
5. Choose the date and time that works best for you.
George Maccarelli, CRPC®
Workplace Financial Consultant
Personal and Workplace Investing
George.Maccarelli@fmr.com
cell 215.891.6642
Click this link to Schedule an Appointment Online
