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Fidelity Investments (One-on-One Consultation)

March 11, 2015 - 3:00pm to March 13, 2015 - 12:00am

8:00 AM – 5:00 PM (both days)
KL 359

The Fidelity Investments Planning and Guidance Consultant will be on campus March 11 and 12 to meet one-on-one with interested faculty and staff to review their plans regarding retirement savings or other financial goals.  Sessions are up to 45 minutes each and are by appointment only.  To schedule an appointment online:

  1. Go to getguidance.fidelity.com/universityofcalifornia
  2. Click the button for "one-on-one consultations”
  3. Select the "University of California" link and choose your location from the drop-down list

To schedule your appointment by phone, call 1-800-558-9182. 

Don’t delay – spots fill up fast!

NOTE: Registration is required to secure your appointment. These sessions are subject to cancellation if not enough people register.