Today's Message
Posted: Tuesday, April 4, 2017One-on-One Consultations with Fidelity Investments: April 13
Brent Peterson of Fidelity Investments will be on campus Thursday, April 13, for one-on-one appointments with faculty and staff members. Appointments are required.
Fidelity understands that you are busy managing multiple financial priorities, which can make planning for retirement a challenge. As a leading retirement provider to higher education institutions, Fidelity is committed to helping you make sure you’re on track toward a future that’s unique to you. Fidelity consultations are free to you as an employee benefit.
Mr. Peterson is ready to help you address many questions, including these:
- Am I investing properly?
- Am I on track with my retirement savings?
- How do I bring my retirement savings together?
- How do I set up a SUNY ORP account with Fidelity Investments?
Please consider bringing relevant account statements and any paperwork to help address your questions and needs.
To schedule a free one-on-one appointment, please call 844-FOR-SUNY or register online.
Thursday, April 6, 2017
Monday, April 10, 2017