[UCRDBR] Fidelity Investments Departmental Financial Education Webinars

Departmental Benefits Representatives ucrdbr at lists.ucr.edu
Mon Nov 1 15:32:42 PDT 2021


[cid:image002.png at 01D7CF35.B53B2ED0]

November 1, 2021
To:
Department Benefits Representatives (DBRs)
From:
HR Benefits Office
Re:
Fidelity Investments Departmental Financial Education Webinars
UCR would like to welcome Adrian Rodriguez, the new Fidelity Investments Financial Education representative who is replacing Matt Vallejo.

UC's financial education classes help you and your staff get the most from the UC Voluntary Retirement Savings Plans-the 403(b), 457(b), and DC Plans. Adrian is available to work with your department to tailor a webinar presentation to fit your department meeting.

Fits your budget

   *        Classes are free

   *        Presented by Fidelity Workplace Financial Consultants dedicated to UC and permanently located in your area

Fits your schedule

   *        If you have 30 minutes or 3 hours, we can tailor a presentation to fit the time available

   *        Scheduling is easy-just contact adrian.rodriguez at fmr.com<mailto:adrian.rodriguez at fmr.com> to schedule a webinar

For more information, view the Fidelity Investment Webinar flyer<https://hr.ucr.edu/sites/g/files/rcwecm656/files/2021-11/department-meeting-educational-webinars.pdf>.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20211101/b439142a/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 15539 bytes
Desc: image002.png
URL: <https://lists.ucr.edu/pipermail/ucrdbr/attachments/20211101/b439142a/attachment.png>


More information about the UCRDBR mailing list