Fidelity Investment consultations and brown bag seminars to be held Nov. 1-2
A Fidelity Investment representative will be on campus for one-to-one consultations and to present two brown bag seminars. Employees wishing to make an appointment for a consultation should call (800) 642-7131.
Here is the schedule for the consultations and seminars:
Tuesday, Nov. 1, St. Paul campus
- 8:30-11:30 a.m. – individual consultations, Room 323, Aquinas Hall
- Noon-1 p.m. – seminar, “Looking Forward to Retirement,” Room 246, John R. Roach Center for the Liberal Arts
- 1:30-6 p.m. – individual consultations, Room 323, Aquinas Hall
Wednesday, Nov. 2, Minneapolis campus
- 8:30-11:30 a.m. – individual consultations in Room 254, Terrence Murphy Hall
- Noon-1 p.m. – seminar, “Understanding the Importance of Diversification,” in Room 354, Terrence Murphy Hall
- 1:30-6 p.m. – individual consultations in Room 254, Terrence Murphy Hall
The “Looking Forward to Retirement” seminar will interest employees who are about five to 10 years away from retirement. The facilitator will walk participants through each area of pre-retirement and discuss matters of relevance for planning retirement income. Proper planning for those years is essential to ensure that you will have the income needed to live the lifestyle for which you are hoping. Participants will receive assistance in creating an action plan to help prepare for retirement.
This workshop will help you:
- Understand expenses in retirement years
- Understand medical options that will be available
- Learn characteristics of sources of income, such as Social Security, workplace savings plans, pensions, etc.
- Perform proper retirement income planning
- Establish an emergency fund
The “Understanding the Importance of Diversification” seminar will interest employees who want to know if their portfolios are adequately diversified within the asset classes. This workshop begins by having participants compare their current asset allocation with the results of their Asset Allocation Planner worksheet. Participants can then learn about the role sub-asset classes play in their portfolios and the benefits of appropriate diversification. Various investment options will be discussed to help give participants a better sense of which categories of investments may help balance their retirement portfolios.
This workshop will help you:
- Understand investment options
- Learn the importance of diversification
- Learn about asset classes and their sub-asset classes
- Learn how to make portfolio changes
