Get To Know Your Workplace Financial Consultant
Our Workplace Financial Consultants are licensed professionals who can help you plan for every stage of your life.
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Nate Dixon (he, him) Nate Dixon, a Fidelity Workplace Financial Consultant, has been with the company since 2012. He was previously a Dedicated Retirement Planner for Fidelity’s Tax-Exempt Market Group. Mr. Dixon promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, and registered securities representative, Nathan holds a bachelor’s degree in applied economics with a minor in business from East Carolina University. Investment advisor representatives are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose. |
Register for a virtual presentation
Attend the “Get Ready for the Move to Fidelity” workshop to learn more about the important changes to the Plans and get answers to your questions.Click the link to register.
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Date |
Time |
Registration Link |
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Tuesday, September 1, 2026 |
Noon |
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Tuesday, September 8, 2026 |
3:00 PM |
Once you are registered, you will receive instructions for how to join the virtual event via Zoom.
If you are unable to attend a presentation, an on-demand recording of the presentation will be available on or around September 4, 2026.
Update: If you are unable to join one of the virtual “Get Ready for the Move to Fidelity” information sessions being held, you can still catch up anytime by viewing this On-Demand Recording.
Meet with Fidelity
Once the transition to Fidelity is complete, you will have the opportunity to schedule a free consultation with your dedicated Workplace Financial Consultant Nate Dixon in person, on the phone or virtually on Zoom.
Fidelity Workplace Financial Consultants and Fidelity Retirement Planners can assist team members with their overall financial well-being by reviewing your current retirement savings and asset allocation, discuss retirement planning and providing support for decisions during important life changes.
To schedule an appointment with Fidelity after the transition, visit www.fidelity.com/schedule and search for “Augusta Health” or if it’s more convenient, you can call a Fidelity Retirement Planner at 800-343-0860.
Meet with CAPTRUST
For personalized advice on retirement planning, budgeting, or managing debt, Augusta Health staff members can continue to meet with CAPTRUST, the hospital’s independent fiduciary advisor. As the fiduciary, CAPTRUST’s focus is entirely on providing unbiased guidance that puts your best interests first. Whether you have questions about your investment strategy or college savings, their financial experts are available to help you optimize your benefits.
To schedule an appointment with a CAPTRUST Financial Advisor, call 800-967-9948 or visit CAPTRUST at Work.