Fidelity Workplace Financial Consultants Holding Workshops
California State University understands how important retirement benefits are to helping secure your future and has teamed up with Fidelity Investments to provide you with the tools and resources necessary to help you get on the right path, and do it early!
Fidelity Workplace Financial Consultants are conducting virtual workshops to address a range of topics with you, such as:
• A live demonstration on how to enroll in your retirement plan account
• How to help ensure that you are receiving the maximum benefit available to you through your retirement savings plan
• Key retirement plan features
• Understanding the investment options
• Discussing considerations for all your retirement accounts, even those not at Fidelity
Future Ask Fidelity Sessions:
Wednesday, April 12, 2023
12PM PT
Buying a Home
Wednesday, April 19, 2023
12PM PT
How Consolidating Accounts could help you save time & Money
Wednesday, May 3, 2023
12PM PT
Understanding the Basics of Social Security
Wednesday, May 17, 2023
12PM PT
College Planning-Navigating The road to Admissions
Wednesday, May 24. 2023
12PM PT
Get to know your retirement plan and Fidelity Workplace Financial Consultant
Wednesday, June 7, 2023
12PM PT
Top Things to do before you retire
Wednesday, June 14, 2023
12PM PT
How to plan for the income you’ll need in retirement
Wednesday, June 21, 2023
12PM PT
Get to know your retirement plan and Fidelity Workplace Financial Consultant
Register for a webinar at: https://fmr.zoom.us/webinar/register/WN_ioLw6CUWTzKYPRquHutiPg
You also have the ability to make an appointment to speak with us in a personal consultation. To view available times and make an appointment, simply register online for a virtual or phone appointment at www.fidelity.com/schedule or text TALK to 343898* to receive a link to register, or call 800-642-7131.
If you have any questions, please contact HR at 707-826-3626