Fidelity Visit


Fidelity has over 67 years of investing experience, and as a leading retirement provider to higher education institutions, we're committed to helping you meet your goals. Joe Casey, your dedicated Fidelity Workplace Planning and Guidance Consultant, is ready to help you: manage your retirement savings goals, review investment choices, build a plan that's easy to put into action. Joe will be at Sonoma State the following dates. Please consider bringing relevant account statements and any paperwork to help address questions and needs.

Location

  • CSU - Sonoma State University

Date

  • June 19

Time

  • 9 a.m. - 2:15 p.m.

Room

  • HR Suite, 2nd Floor, Salazar Hall

Schedule a free one-on-one appointment. Call 800-642-7131 or register online at getguidance.fidelity.com