From: Administrative E-Memo (memofrom@Colorado.EDU)
Date: Tue Mar 15 2011 - 05:32:52 MDT
Date: Tue, 15 Mar 2011 05:32:52 -0600 (MDT) From: Administrative E-Memo <memofrom@Colorado.EDU> Subject: FIDELITY ONE-ON-ONE SESSIONS ON BOULDER CAMPUS
TO: Boulder Campus Teaching & Research Faculty, Staff,
Deans, Directors, Dept Chairs, System Administration
FROM: Payroll & Benefit Services
SENDER: Kathryn G. Rowan
DATE: March 15, 2011
SUBJECT: FIDELITY ONE-ON-ONE SESSIONS ON BOULDER CAMPUS
Keeping the appropriate mix of investments available through your workplace
retirement plan can be crucial. It also can be thoroughly confusing.
fortunately, it doesn't have to be.
Schedule a one-on-one consultation with the University of Colorado Boulder's
Fidelity Workplace Planning and Guidance Consultant to help you make sure you
are on track with your saving and investing goals.
The consultant will work with you to help you:
-- Assess your savings and investing needs
-- Consolidate your retirement accounts (if appropriate for your situation)
-- Identify strategies to help you meet your retirement and financial goals
Sam Casad will be available at University of Colorado Boulder and Denver campuses
on the following dates:
Wednesday, March 16
9 a.m. to 5 p.m.
UMC Building - Room 381
Thursday, March 17
9 a.m. to 5 p.m.
CU Building (Directly across from 1380 Lawrence Street) - Room 299
Schedule your confidential consultation today!
Call: 800-642-7131 or
Before investing in any investment option, please carefully consider the
investment objectives, risks, charges and expenses. For this and other
information, call Fidelity at 1-800-343-0860 or visit www.fidelity.com for a
free mutual fund prospectus. Read it carefully before you invest.
Keep in mind that investing involves risk. The value of your investment will
fluctuate over time and you may gain or lose money.
Although consultations are one-on-one, guidance provided by Fidelity is
educational in nature, is not individualized, and is not intended to serve as
the primary or sole basis for your investment or tax-planning decisions.
Products or services mentioned above may not be applicable depending on your
particular financial situation. Restrictions may apply. Please contact Fidelity
for additional information. Before closing or consolidating accounts, always
consider all applicable fees, features, and benefits.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917--2011 FMR LLC. All rights reserved.
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