Fidelity Appointments with Andrea Leota, CFP
Meet a Planning and Guidance Consultant or Attend a Workshop
As a valued employee of a not-for-profit organization, Fidelity invites you to take advantage of complimentary one-on-one Appointments and attend educational workshops covering a range of retirement and Financial topics.
Does my portfolio have the right mix of investment?
Am I saving enough to retire when and how I want?
Will I have enough money to last throughout my retirement?
To register for an appointment, go to www.fidelity.com/reserve