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Fidelity Investments (One-on-One Consultations)

October 26, 2016 - 3:00pm to October 28, 2016 - 12:00am

8:00 AM – 5:00 PM
(both days)

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. In QUESTION 1, select the option you wish.
    In QUESTION 2, input your information, select employer "University of California", select event location “UC Merced”.
    In QUESTION 3, select “meet in-person with a consultant”, then select a date/time.
  3. Select the “confirm your appointment” button.

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.