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Fidelity Investments
At Fidelity you will benefit from guidance to help maximize your not-for-profit employer retirement plan.

Meet a Planning and Guidance Consultant or Attend a Workshop

As a valued employee of a not-for-profit organization, Fidelity invites you to take advantage of complimentary one-on-one appointments and attend educational workshops covering a range of retirement and financial topics.

  • Does my portfolio have the right mix of investments?
  • Am I saving enough to retire when and how I want?
  • Will I have enough money to last throughout my retirement?

I am interested in attending the following (Select One):

  • One-on-One Consultation
  • Educational Workshop
  • Both

Although consultations are one-on-one, guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.


If you are already a Fidelity plan participant with a NetBenefits® password, you can save time with our Express Reservation.




Call 800-642-7131
8 AM to 10 PM ET
Monday - Friday

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Fidelity Brokerage Services LLC, member NYSE,SIPC
900 Salem Street, Smithfield, RI 02917