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Employees are invited to meet with Jon Lee, Fidelity Workplace licensed financial professional, with years of experience helping people plan for their financial future. Learn more about everyday financial needs—from investing in your workplace retirement plan, to identifying ways to save for college tuition and much more.Fidelity Investments

  • Thursday, May 7, 2026, 9:30 a.m. to 3 p.m.
  • Friday, May 8, 2026, 9:30 a.m. to 3:30 p.m.

a confidential in-person appointment to be held at Lindero Hall. You may also call 800-642-7131 to schedule an appointment.  

 

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