To schedule an appointment for the financial wellness services listed, please visit

At Fidelity, we are experienced in helping people plan for their financial futures. We can help you plan for both the expected and unexpected events from basic budgeting to complex financial situations. The service provided is paid through your employer and completely complimentary.

Schedule a time to meet. Call: 800-642-7131

Event: Confidential Consultations by phone or video

  • January 27, 8:30am - 4:45pm | Joel Wise, Workplace Financial Consultant
  • January 31, 8:15am - 2:25pm | Nathan Dixon, Workplace Financial Consultant
  • January 31, 8:30am - 4:45pm | Joel Wise, Workplace Financial Consultant
  • February 3, 9:00am - 4:30pm | Joel Wise, Workplace Financial Consultant
  • February 7, 8:30am - 4:45pm | Joel Wise, Workplace Financial Consultant
  • February 8, 9:00am - 2:15pm | Nathan Dixon, Workplace Financial Consultant
  • February 11, 9:00am - 2:15pm | Nathan Dixon, Workplace Financial Consultant

Event: Ask Fidelity Virtual Group Q&A: Upcoming Retirement Plan Changes

  • February 1, 12pm - 12:30pm
  • February 2, 10pm- 10:30pm
  • February 2, 4pm - 4:30pm
  • February 3, 11am - 11:30am
  • February 3, 5pm - 5:30pm

Questions?

Please contact the HR Benefits Team for questions.