Skip to content Skip to navigation

Fidelity Investments (One-on-One Consultation)

August 14, 2015 - 3:00pm to August 15, 2015 - 12:00am

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. 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 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.