Virtual Information Sessions - Transition to Fidelity
Dan and Matt will be hosting virtual information sessions to review the upcoming transition to Fidelity. They will explain the upcoming changes and how they may affect you. Registration is required. Click on the link below to view a variety of dates and times. Upon registering, you will receive a confirmation email with instructions on joining the virtual information session.
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Date |
Time |
Registration Link |
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Wednesday, April 23 |
12:00 p.m. |
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Thursday, May 1 |
12:00 p.m. |
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Wednesday, May 7 |
10:00 a.m. |
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Tuesday, June 3 |
12:00 p.m. |
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Monday, July 14 |
2:00 p.m. |
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Thursday, August 14 |
10:00 a.m. |
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Wednesday, September 17 |
12:00 p.m. |
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Monday, September 29 |
2:00 p.m. |
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Tuesday, October 7 |
10:00 a.m. |
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Wednesday, October 15 |
2:00 p.m. |
One-on-one Appointments - Available Now!
Dan and Matt have appointments available. They can explain key investing concepts, common investment types and how to choose your investment approach. Visit www.fidelity.com/schedule to sign up.
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- Select “Schedule a time to meet” from the home page.
- Enter “Tufts University” as your employer.
- Select an “Appointment Type” from drop-down list.
- Schedule a date and time that works best for you!.
What Workplace Financial Consultants do:
- Assist participants with their overall financial well-being, including savings habits, asset allocation, income planning and complex planning discussions, as well as with decisions at retirement or a job change.
- Offer retirement planning advice, fully integrated with online tools.
- Financial professionals backed by industry-leading research and analysis, with the skills to help address your needs and help you plan holistically.
Get To Know Your Workplace Financial Consultants
Our Workplace Financial Consultants are licensed professionals who can help you plan for every stage of your life.
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Dan Shea, a Fidelity Workplace Financial Consultant, has more than 19 years with the company. He was previously a private client specialist with Fidelity’s Congress Street Investor Center. Mr. Shea promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative, registered securities representative and licensed insurance representative, Dan holds a bachelor's degree from Barry University. |
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Matthew Greeke, a Fidelity Workplace Financial Consultant, has more than eleven years with the company. He was previously a financial representative for Fidelity’s Cambridge Investor Center. Mr. Greeke promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative, registered securities representative and licensed insurance representative, Matthew holds a bachelor’s degree in business from Saint Anselm College. |
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.