Webinars

Get Ready for the Move to Fidelity

Fidelity hosted several webinars in June that focused on the transition from Vanguard to Fidelity. If you were unable to attend, or if you would like to review the presentation again, please click here to review the recording

NetBenefits Instructional Webinars 

In August and September, Fidelity will offer instructional webinars that will help you navigate the NetBenefits website. The webinars will be held on:

Wednesday, August 24, at 3:30 p.m.

Thursday, September 1, at 12:00 p.m.

Wednesday, September 7, at 12:00 p.m.

Tuesday, September 13, at 4:00 p.m.

Click here to register for one of the sessions

 

    Individual Appointments

Fidelity Workplace Financial Consultants have appointments available

If you have questions or need help with planning for your future, sign up for a complementary appointment. Simply visit fidelity.com/schedule.

Who you will meet

Our Workplace Financial Consultants are licensed professionals who can help you plan for every stage of your life.

 

Tameshia Butler

Tameshia Butler, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. She was previously a workplace & planning advice relationship manager for Fidelity’s Jacksonville, Florida contact site. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Tameshia holds a bachelor’s degree in business from Florida State University.

 

Jared McVey

Jared McVey, a Fidelity Workplace Financial Consultant, has more than 14 years with the company. He was previously an investments representative at Fidelity’s Bethesda, Maryland, Investor Center. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Jared holds a bachelor’s degree in sociology from Appalachian State University.

TIAA Financial Consultants have appointments available

If you have accounts through TIAA, and would like to meet with a TIAA representative, please call 800-732-8353 or visit www.tiaa.org/schedulenow. A link to third-party material is included for your convenience. The content owner is not affiliated with Fidelity and is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of such information or services.

 

Rebecca Jones

Rebecca Jones, is a Financial Consultant at TIAA (tiaa.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields.

In her role as a Financial Consultant at TIAA, Rebecca is focused on helping participants plan for their financial well-being and retirement readiness. She meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations based on the plan’s investment options.

Rebecca began her financial services career in 2007 and has been with TIAA since 2021. Rebecca holds a Bachelor of Business Administration in from Georgia State University. She holds FINRA Series 6, 63, 66, 7 registrations while maintaining Life and Variable Annuity licenses from the State of Georgia.

Sarah Mvula

Sarah Mvula is a Financial Consultant at TIAA (tiaa.org), a Fortune 100 financial services organization and leading provider of asset management and retirement services for the academic, research, medical and cultural fields.

In her role as a Financial Consultant at TIAA, Sarah is focused on helping participants plan for their financial well-being and retirement readiness. She meets with employees one-on-one and provides personalized counseling, education and advice, including specific asset allocation and fund selection recommendations based on the plan’s investment options.

Sarah began her financial services career when she joined TIAA in 2013. Sarah holds a Bachelor of Arts degree in Economics from Minot State University holds FINRA Series 7, 63, registrations while maintaining life, Health and Variable Annuity licenses from the States of Alabama and Georgia.

TIAA and Fidelity Investments are independent entities and are not legally affiliated.