Fidelity Info Sessions

California State University understands how important retirement benefits are to helping secure your future and has teamed up with Fidelity Investments to provide you with the tools and resources necessary to help you get on the right path, and do it early!

Fidelity Workplace Financial Consultants are conducting virtual workshops to address a range of topics with you, such as:

  • A live demonstration on how to enroll in your retirement plan account
  • How to help ensure that you are receiving the maximum benefit available to you through your retirement savings plan
  • Key retirement plan features
  • Understanding the investment options
  • Discussing considerations for all your retirement accounts, even those not at Fidelity

Future Ask Fidelity Sessions:

Wednesday, April 12, 2023   12PM PT      Buying a Home

Wednesday, April 19, 2023   12PM PT      How Consolidating Accounts could help you save time & Money

Wednesday, May 3, 2023      12PM PT      Understanding the Basics of Social Security 

Wednesday, May 17, 2023    12PM PT      College Planning-Navigating The road to Admissions

Wednesday, May 24. 2023    12PM PT      Get to know your retirement plan and Fidelity Workplace Financial Consultant 

Wednesday, June 7, 2023      12PM PT       Top Things to do before you retire

Wednesday, June 14, 2023   12PM PT       How to plan for the income you’ll need in retirement

Wednesday, June 21, 2023    12PM PT      Get to know your retirement plan and Fidelity Workplace Financial Consultant 

Register for a webinar at: https://fmr.zoom.us/webinar/register/WN_ioLw6CUWTzKYPRquHutiPg

You also have the ability to make an appointment to speak with us in a personal consultation. To view available times and make an appointment, simply register online for a virtual or phone appointment at www.fidelity.com/schedule or text TALK to 343898* to receive a link to register, or call 800-642-7131.