Fidelity One on One Meetings

Meeting

Fidelity

Fidelity will be back on campus to meet with employees for a one-on-one consultation.  Janet Kelsey, your dedicated Fidelity Workplace Planning and Guidance Consultant, is ready to help you:
 

·       Assist with the process to transfer funds from other retirement plans to Fidelity

·       Manage your retirement savings goals

·       Review investment choices

·       Build a plan that’s easy to put into action

Janet will be on campus on the following dates (8 am – 4:30 pm). Please consider bringing relevant account statements and any paperwork to help address your questions and needs.

 

Appointments are required.  There are two easy ways to schedule an appointment:

·       Call: 800.642.7131

      ·      Register online:  getguidance.fidelity.com

9/19  McDougal 105

9/20  McDougal 105

9/21  Decary 120

 

10/17  McDougal 105

10/18  Decary 120

10/19  Decary 120

 

11/14  McDougal 105

11/15  McDougal 105

11/16  Decary 120

 

12/12  Decary 120

12/13 McDougal 105

12/14  Decary 120

Address

716 Stevens Avenue
McDougall 105
Portland, ME 04103

Contact

Cat Martins

cmartins@une.edu

(207) 602-2394

Nov142017
8:00 AM

Portland Campus

Faculty & Staff Only