Representatives from Fidelity, Lincoln Financial Group and VALIC, will be here during Financial Wellness Week to help answer financial questions about the UM retirement plans. Employees are encouraged to schedule a meeting with a retirement consultant. Also, don’t forget that you can contact LTSave for free investment advice at 877-587-2832.
To schedule an appointment with Fidelity, visit their website at www.fidelity.com/atwork/reservations or you can call 888-788-7500. Fidelity will only be available on Thursday and Friday, April 15 and 16.
To schedule an appointment with Lincoln Financial Group, contact Theresa Yong at Theresa.firstname.lastname@example.org or via telephone at 305-245-7332. Lincoln Financial Group will be available all week, April 12 through April 16.
To schedule an appointment with VALIC, contact Brad Baumgartner at email@example.com or via telephone at 786-205-5617. VALIC will be available all week, April 12 through April 16.