Fidelity Investments One-on-One Financial Planning

A Fidelity Investments planning and guidance consultant is coming to UC Merced from 8 a.m. to 5 p.m. March 8 and 9 to meet one-on-one with interested faculty and staff members to review their plans regarding retirement savings or other financial goals. Sessions are 45 minutes each and are by appointment only. Don’t delay, as spots fill up fast. Consultations will take place in the Kolligian Library, Room 359.

To schedule an appointment online:

1. Go to getguidance.fidelity.com/universityofcalifornia. 
2. In Question 1, select the option you want. In Question 2, input your information, select as employer "University of California,” and select “UC Merced” as the event location. In Question 3, select “meet in person with a consultant,” then choose a date and time.
3. Select the “Confirm your Appointment” button.

To schedule your appointment by phone, call 1-800-558-9182. Please note that registration is required to secure your appointment. Sessions are subject to cancellation if not enough people register.