Fidelity Investments (One-on-One Consultations)

8:00 AM – 5:00 PM

Location:
KL-359

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. Complete Sections 1, 2 & 3.  For Step 3, select the Consultation option.

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.

Date 
October 28, 2015 - 8:00am to 5:00pm
Location Address
Event Contact