Fidelity Investments is offering individual counseling sessions where you can confidentially discuss your financial situation with a Fidelity representative.  These sessions will give you the opportunity to:

Explore your plan benefits in more depth

  • Consolidate retirement account into the UW 403(b) retirement plan
  • Explore distribution options for pre-retirees
  • Tap into Fidelity’s experience and expertise
  • Make decisions that help you meet your goals

David Eichler, Fidelity Planning & Guidance Consultant will be coming to campus on:

Tuesday, February 18, 2014
8:00 a.m. to 5:00 p.m.
University Union, Heritage Room

To schedule a confidential consultation with your Fidelity Investments representative, David Eichler, call 1-800-642-7131 or go to www.fidelity.com/atwork/reservations.