Your dedicated Fidelity Retirement Planners will be available to answer any questions you may have regarding the plan revisions. Take advantage of one of the below opportunities to learn more about the important changes to the Plan and to get answers to your questions.
Ask Fidelity Sessions
Want to know how the revisions impact your specific situation? Join your Fidelity Retirement Planners, for a brief overview of the plan revisions followed by 30 minutes of open Q&A. Available most days through March 26, 2021. Register Today
Interested in an overview of all the changes in store? Attend one of the live web workshops below:
Live Web Workshops
University of Kentucky: Preparing for revisions to your Retirement Savings Plan
In addition to these sessions, your Fidelity Retirement Planners are available to speak with you one-on-one to help you plan for both the expected and unexpected life events from basic budgeting to complex financial situations. The service is complimentary. Please feel free to invite your planning partner with you to the meeting.
Check for available times and Schedule your appointment today at www.fidelity.com/schedule.
Your Fidelity Retirement Planners
Mike Fischer, a Fidelity director, retirement planner, has more than 14 years with the company. He was previously a retirement representative for Fidelity’s Personal Investing Group. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Mike holds a bachelor’s degree in psychology from Northern Kentucky University.
Chris Perry joined Fidelity as a retirement planner in 2012. A CERTIFIED FINANCIAL PLANNER TM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Chris holds a bachelor’s degree in business administration and finance with a minor in economics from the University of Kentucky.