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  3. Fidelity One-on-One Consultation

Fidelity One-on-One Consultation

When

Jan. 14, 2026, All Day

Where

University Services Building, 211

Fidelity provides complimentary one-on-one consultations. We are experienced in helping people plan for their financial futures and can assist with day-to-day finances, retirement planning, and more.

You must make an appointment. 

Schedule a time to meet.

 

Financial Wellness

Upcoming Events

10 – 11 a.m., Today

Career Conversations: Staff Training (Live)

This interactive, instructor-led session walks through your Career Conversations checklist in the order you'll complete it — self-reflection, then SMART goals, then your growth and development plan. You'll see examples of stronger and weaker self-reflection responses, and you'll be prompted throughout to respond in the chat or unmute and try out your own ideas. Join to help you prepare for your conversations and get your questions answered.

8:30 a.m. – 2:30 p.m., July 22, 2026

Fidelity 1:1 Sessions - Reservations Required

Fidelity offers one-on-one (1:1) retirement consultations with licensed, non-commissioned professionals to help create personalized action plans. These sessions focus on maximizing savings, evaluating investment choices, and planning for retirement income.

9 – 11 a.m., July 22, 2026

Benefits Orientation

As a new employee, attend this online session to learn about retirement, health, and educational benefits.

View all events
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