Fidelity | Confidential Consultations for Your Financial Future

Fidelity is experienced in helping people plan for their financial futures. They can help you plan for both the expected and unexpected events from basic budgeting to complex financial situations. As part of your plan benefits, you can meet with them by phone or video conference. You’ll learn strategies and tips to help you manage your financial future with confidence.

Photo: Piggy bank and coins on a table

December 17, 2021 - December 17, 2021

8 a.m. to 4 p.m.

Phone or virtual call

Schedule an Appointment

Although on-site visits with Fidelity have been cancelled due to the COVID-19, Fidelity is still dedicated and available to assist you with any of your 403(b) Supplemental Retirement Plan questions. Our dedicated Fidelity plan rep, Shane Reniker, will be available to conduct either a telephone or a virtual meeting with you.

As part of your plan benefits, you can meet with our Fidelity representative by phone or video conference. You’ll learn strategies and tips to help you manage your financial future with confidence. He can help you plan for both the expected and unexpected events from basic budgeting to complex financial situations.

To schedule an appointment time with him, please reserve your appointment time.

Please note that individual financial counseling appointments are considered personal (i.e., not work-related) but are offered for your convenience. Should you wish to make an appointment, please coordinate your attendance with your supervisor by requesting use of appropriate leave time.