Fidelity Rep Visiting


Fidelity has more than 67 years of investing experience, and as a leading retirement provider to higher education institutions, we're committed to helping employees meet their goals. Joe Casey, Fidelity Workplace Planning and Guidance Consultant, is ready to help employees manage their retirement savings goals, review investment choices and build a plan that's easy to put into action. Joe will be at Sonoma State on June 19 (9 a.m.-2:15 p.m., in Human Services, 2nd floor of Salazar Hall). Please consider bringing relevant account statements and any paperwork to help address questions and needs.

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