At a time when we’re all juggling multiple priorities, it may be more challenging to keep up with your financial goals. To help, we are introducing a new, virtual way to get answers to your financial questions in as little as five minutes.
Join us on Wednesday, June 9, 12 p.m. for an Ask Fidelity virtual session where your local Fidelity planner will share important updates related to your workplace savings plan and provide you with resources to stay on track to meet your financial goals. Register for the virtual session.
Topics will include:
- An overview of the Chapman University 403(b) Plan and 401(a) Plan
- NetBenefits demo
- Pre-tax vs. Roth savings
- Fidelity planning tools and resources
Need more than 5 minutes? For a more in-depth conversation, your Fidelity Retirement planner will also be available for a 1:1 consultation over the phone or via Zoom. Schedule a 1:1 consultation.