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Fidelity Investments (One-on-One Consultations)

September 16, 2015 - 3:00pm to September 18, 2015 - 12:00am

8:00 AM – 5:00 PM

Location:
*Wednesday, 9/16  (KL-359)
*Thursday, 9/17      (KL-397)

The Fidelity Investments Planning and Guidance Consultant will be on campus 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.

Don’t delay – spots fill up fast!

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 campus from the drop-down list.

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

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