One-on-one Consultation with Fidelity
Keeping the appropriate mix of retirement plan providers and
investments available through your workplace retirement plan can be
crucial. It also can be thoroughly confusing. Fortunately, it
doesn’t have to be.
Schedule a one-on-one consultation with Ken Woods, the
Fidelity Workplace Planning and Guidance Consultant for St. John’s
University, to help you make sure you are on track with your saving
and investing goals.
Why Fidelity? As one of the nation’s leading providers of
retirement savings plans for not-for-profit institutions,* Fidelity
Investments has more than 50 years of experience helping people
save for their future. Our Workplace Planning and Guidance
Consultants understand that one size-fits-all just doesn’t fit
The consultant will work with you to help you:
- Assess your savings and investing needs
- Consolidate your retirement accounts (if appropriate for your
- Identify strategies to help you meet your retirement and
Ken Woods will be available at St. John’s University on the
|Wednesday, 9/22/10||9 a.m. – 5 p.m.||Human Resources|
Schedule your confidential consultation
Call: 800-642-7131 or
Before investing in any investment option, please carefully
consider the investment objectives, risks, charges and expenses.
For this and other information, call Fidelity at 1800-343-0860 or
visit www.fidelity.com for a free mutual fund prospectus. For
information on fixed annuities, contact Fidelity to request a fact
sheet. Read it carefully before you invest.
Keep in mind that investing involves risk. The value of your
investment will fluctuate over time and you may gain or lose
* Based on assets of $679.2 billion as of September 30, 2009.
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.
Products or services mentioned above may not be applicable
depending on your particular financial situation. Restrictions may
apply. Please contact Fidelity for additional information.
Before closing or consolidating accounts, always consider all
applicable fees, features, and benefits.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem
Street, Smithfield, RI 02917
©2010 FMR LLC. All rights reserved.