Total Wellness Trainings

Financial Planning and Advice Sessions


 

 

Fidelity – 1:1 Meetings

 

Phone and Virtual Consultations

Fidelity is having 1:1 consultations, by phone and virtually. To sign up, please visit getguidance.fidelity.com   and reserve the time that works best for you. You may also contact Christian Frost at   Christian.frost@fmr.comOpens in new window   Opens in new window or (657) 236-8901 or contact the main office at (800) 343-0860.

 


 

CalPERS – Completing Your Retirement Application workshops

 

This session is intended for employees within 3 to 6 months of their retirement date.

 

 

Social Security – With you, Through Life’s Journey session

 

Please join us for an informational session with Jeffrey Rodriguez, a social security representative who will provide an overview about Social Security benefits. This session is recommended for employees of all ages. It is never too early to start planning for your future.