RETIREMENT: Fidelity Investments On-Campus Visit
As a leading retirement provider to higher education institutions with over 70 years of investing experience, Fidelity is committed to helping you meet your goals.
A dedicated Fidelity representative is ready to help you:
• Manage your retirement savings goals
• Review investment choices
• Build a plan that’s easy to put into action
Schedule an individual meeting by calling 1-877-895-5986.
Sample Discussion Topics
How do I start saving?
How do I prioritize 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? Do I need to save more?
How does my investment strategy look?
What are the final steps before retirement?
How do I transition from work to retirement?
What are the withdrawal options?
What are some retirement strategies?
How do I handle issues such as college for kids/grandkids, legacy planning, summer/retirement house purchase, etc.?
Event Date: July 17 9:15 a.m.-4 p.m. Location: Coates 11A Cost: Free