Fidelity Investments Offers One-on-One Consultations
The Fidelity Investments Planning and Guidance Consultant will be on campus to meet one-on-one with interested faculty and staff members to review plans regarding retirement savings or other financial goals.
Sessions are 45 minutes each and are by appointment only, between 8 a.m. and 5 p.m. Dec. 14 and 15 in KL 359.
Don’t delay — spots fill up fast! Registration is required to secure your appointment. These sessions are subject to cancellation if not enough people register.
To schedule an appointment online:
- In Question 1, select the option you wish.
- In Question 2, input your information, select employer "University of California" and select event location “UC Merced.”
- In Question 3, select “meet in-person with a consultant,” then select a date/time.
- Select the “confirm your appointment” button.
- To schedule your appointment by phone, call 800-558-9182.
Remember to check the HR calendar for the most updated schedule.