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?
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.