Fidelity 1-on-1 Consultation Sessions
Fidelity will continue to host virtual or telephone 1-on-1 consultation sessions through March 2021. During the sessions, Ron Seegers, the Fidelity Retirement Planner, can address your retirement plan questions and concerns, review your investment strategy and portfolio allocation, and discuss retirement planning or other related topics. Upon request, the consultant can also produce annuity income projections.
Virtual/Telephone 1-on-1 consultations are available from 9 a.m. to 5 p.m. on the following dates:
- January 21 and 29
- February 16 and 26
- March 11 and 26
Go to www.fidelity.com/reserve to reserve your appointment.