Human Resources
Thursday, June 7th
- Location: WAB 208
- Time: 9:00am - 4:00pm
Fidelity Investments representative, Tony Davis, will be on campus, March 21st, April 11th, May 10th, and June 7th 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.
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