Meet 1-on-1 with a Fidelity Retirement Planner by phone or by video

With everything going on, you may feel uncertain about many things, including your finances. The good news is that Fidelity is here to help you – and help is only a click or phone call away.

Your Fidelity Retirement Planner, Ronald Elia, is a licensed professional experienced in helping people plan for their financial futures and are holding complimentary one-one consultations over the phone or via Zoom, your choice. Follow the instructions below to schedule your appointment. For assistance, contact Fidelity at 800-642-7131.

1. Go to fidelity.com/schedule and select Schedule a time to meet.
2. In the box for employer name, type Willamette University.
3. Select Appointment Type (Virtual Appointment).
4. Select your desired date, provide the required information and click to Schedule
5. You will receive a confirmation number and a confirmation

Investing involves risk, including risk of loss.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.

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