Fidelity Investments Virtual Counseling Day
Access & Features
Meet with W&M’s Fidelity Rep, Nathan Dixon for a one on one counseling session to help you create a plan for your goals. This meeting is made available at no additional cost as a part of your retirement plan. This meeting is best suited for employee’s hired prior to 1/1/2018 who had the option to elect Fidelity as a provider. Get answers questions related to investment options, retirement income and withdrawal options.
- Register at www.fidelity.com/schedule.
- Click the “Schedule a time to meet” option.
- Search for College of W&M, Virtual Appointment.
- The W&M representative Nate Dixon should show with his availability.