Fidelity Investments representative on campus, Oct. 18 and 19
by Michelle Saport |
Looking for help with your financial goals? Let Fidelity guide you. Cody Maschmeier, your dedicated Fidelity workplace planning and guidance consultant, is available on campus to meet with you for one-on-one, 45-minute guidance sessions during the following times:
Thursday, October 18, 8 a.m.-5 p.m.
Eugene Short Hall, Room 210
Friday, October 19, 8 a.m.-3 p.m.
Administration/Humanities Building, Room 141
To sign up for a consultation, call 1-800-642-7131 or register online at www.fidelity.com/atwork/reservations.
Consider scheduling a consultation if you need help with how to evaluate and choose a retirement provider; bringing multiple accounts together in one place; creating an investment mix for your retirement plans; and guidance for your broader retirement needs.
Although consultations are one-on-one, guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis of a participant's investment or tax-planning decision.
Keep in mind investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before closing or consolidating accounts, always consider all applicable fees, features and benefits.
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