Fidelity Investments One-on-One Appointments

 
When:
Location:
William H. Thumel Sr. Business Center
Room:
131
https://getguidance.fidelity.com
 
Description:

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:
jslahor@ubalt.edu
Contact Phone:
410.837.5410

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.

Add to calendar