Fidelity Individual Retirement Counseling

As a valued employee of a not-for-profit organization, Fidelity invites you to take advantage of complimentary one-on-one appointments and attend educational workshops covering a range of retirement and financial topics.

  • Does my portfolio have the right mix of investments?
  • Am I saving enough to retire when and how I want?
  • Will I have enough money to last throughout my retirement?

To register for an appointment, go to :

Here are the dates that Fidelity will be at the downtown campus:

August 6th and 16th

September 14th and 21st

October 2nd