Fidelity Investments Individual Counseling Sessions

Fidelity

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:

Monday, May 23, 2016
8:00 a.m. to 11:00 and 1:30 p.m. to 4:30 p.m. for individual scheduled meetings
11:00 a.m to 12:30 p.m. for walk-in sessions, first come first served
Heritage Room, University Union

To schedule a confidential consultation visit www.fidelity.com/atwork/reservations or call 1-800-642-7131.