One-on-One Fidelity Retirement Planning

SHARE has learned that Fidelity Retirement Planners will be at various UMass Memorial locations on the dates listed below. They ask that you please consider bringing relevant account statements and any paperwork to help address your questions and needs.

Appointments are required. Fidelity cannot accommodate walk-ins, and urges you to schedule an appointment that is convenient for you. If you don't see your work location listed above, additional UMass Memorial sites will be added soon for appointments in January and February.

To schedule a one-on-one appointment, call Fidelity at (800) 642-7131 or register online at