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 « Thursday, July 12, 2018 »
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
Contact Information: Tony Davis, 1-877-895-5986

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