FIDELITY INVESTMENTS PLANNING & GUIDANCE CONSULTANT
A Fidelity Investments Planning and Guidance Consultant will be on campus June 13th 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 an appointment by phone, call 1-800-558-9182.
Space is limited!