Faculty and staff can meet in person with a Fidelity representative to discuss their retirement outlook and any questions they may have.
What Fidelity can do for you:
- Help employees with their overall financial well-being, including retirement savings habits, asset allocation, income planning, and complex planning discussions, as well as with decisions at retirement or a job change.
- Offer a comprehensive approach to retirement planning, fully integrated with online planning tools and resources.
- Utilize industry-leading research and analysis to help address your needs, and plan holistically across your financial resources.
Click on this link to schedule a meeting with the Fidelity rep, Paul Vutiprichar, CRPC.
Upcoming on-campus date:
- Thursday, March 5
Location: Lexington Building, Third Floor, Room 3-111 Conference Room
We encourage faculty and staff to take advantage of this opportunity. It is included as part of your benefits package as a UMB employee.
Fidelity also offers virtual meetings.