One-on-One Retirement Planning

To help you plan for your future, Retirement Planners from Fidelity Investments are on campus regularly to provide one-on-one guidance appointments.

These meetings provide the opportunity to discuss and take action on topics such as

  • finding the right investment mix to suit your needs,
  • investing to achieve your long-term goals,
  • the advantages of saving through the University‚Äôs 403(b) Plan,
  • designating a beneficiary, and
  • how to turn retirement savings into ongoing income, and more.

To schedule your confidential consultation, contact Fidelity Investments at 877-963-0242 or visit Consultations may be conducted in person, virtually, or over the phone.

Send us your comments and questions.