Human Resources

Fidelity Investments representative, Tony Davis, will be on campus, March 21^st, April 11^th, May 10^th, and June 7^th for individual meetings.

Click HERE or call 877-895-5986 to schedule an appointment. 

Who can make an appointment?

Fidelity plan participants
Non-Fidelity plan participants who want a second opinion on current plan
Spouses/Partners of employees

Discussion Topics:
How do I start saving
Prioritizing Debt vs Emergency Fund vs Retirement
How much do I need to save for retirement
Am I on the right track to retire when I want and do I need to save more
How does my investment strategy look
Final steps before retirement
Transitioning from work to retirement
Withdrawal options and strategies in retirement
College for kids/grandkids, legacy planning, summer/retirement house purchase, etc.