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Fidelity Investments (One-on-One Consultation)

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

8:00 AM – 5:00 PM (both days)

Locations:
April 16 – KL 361
April 17 – Castle Facility (Cedar Room)

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.  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 cancelation if not enough people register.