Meet with your Fidelity retirement planner
Financial Wellness is a hot topic these days and Fidelity is offering these resources to help get your financial wellness on track!
- Meet 1:1 with Dan Kline, Fidelity Retirement Planner. The service is complimentary and planning partners are welcome to join.
Search 鈥淯niversity of 杏吧原版鈥 and select an appointment date and time.
- Join your Fidelity Retirement Planner for a tour of the Fidelity Net Benefits site, including how to use the planning tools. This will be followed by an open Q&A session on the University of 杏吧原版 Plans and other financial topics. Stay for a few minutes or for the whole 30 minutes, whatever works for your schedule.
- In just 10 minutes, see where you stand and how to improve.