Meet with Fidelity one-on-one or in a telepresence workshop to get education, resources, and support. All on-site and virtual resources are provided at no additional cost to you as an employee benefit.
Craig Fischer, Director Retirement Planner, and Ben Wright, Retirement Planner, will be at your location on various dates for one-on-one appointments. Please consider bringing relevant account statements and any paperwork to help address your questions and needs. Schedule an appointment by calling 800-642-7131 or register online at getguidance.fidelity.com.
Appointments are required. Unfortunately, walk-ins cannot be accommodated. We urge you to schedule an appointment at a time that is convenient for you.
Workshops via Telepresence:
Join Fidelity for a complimentary workshop, where you’ll learn strategies and tips to help you manage your financial future with confidence.
* All meetings will be presented in the Telepresence rooms System wide.
* Receive 25 Wellness Incentive Points for attending.
* Preserving Your Savings for Future Generations – July 26, 2018 @ 12 noon
This workshop will help you learn how to establish an estate plan and identify strategies to help preserve the assets you have accumulated to provide for those most important to you.
*Prepare for the Reality of Health Care in Retirement – August 28, 2018 @ 12 noon
This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.
Investing involves risk, including risk of loss.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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