Fidelity Investments One-on-One Appointments
- William H. Thumel Sr. Business Center
With all the demands on your busy life, it's easy to lose sight of your financial future. Christopher Barnes, UB's dedicated Fidelity Workplace Planning and Guidance Consultant, will be on campus to help you with:
- Managing your retirement savings goals
- Creating an investment mix
- Bringing multiple accounts together in one place
- Making the transition into retirement
- Planning for your broader retirement needs
- Building a plan that's easy to put into action
Christopher will be available for 45-minute sessions starting at 9am. Please visit getguidance.fidelity.com to register or call 800.642.7131.
- Contact Name:
- Jackie Slahor
- Contact Email:
- Contact Phone:
Appropriate accommodations for individuals with disabilities will be provided upon request 10 days prior to a campus event and 30 days prior to an event requiring travel.