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Blog Archive

Archive for: April

At Fidelity, we understand that you are busy managing multiple financial priorities, which can make planning for retirement a challenge. As a leading retirement provider to higher education institutions, Fidelity is committed to helping you make sure you’re on track toward a future that’s unique to you.

Meet with us one-on-one and you’ll be able to tap into the education, resources, and support that only a trusted partner can provide. Plus, our guidance is free to you as an employee benefit.

Russell Jeanis, your dedicated Fidelity Retirement Planner, is ready to help you address many questions, including:

  • Am I investing properly?
  • Am I on track with my retirement savings?
  • How do I bring my retirement savings together?

Russell will be at your campus on the following dates for one-on-one appointments. Please consider bringing relevant account statements and any paperwork to help address your questions and needs.

Friday, April 28th
9:00AM – 3:00PM
Hannah Hall, Room 129

Monday, May 15th
9:00AM – 3:00PM
Hannah Hall, Room 129

Appointments are required. Unfortunately, walk-ins cannot be accommodated. We urge you to schedule an appointment at a time that is convenient for you.

Fidelity has built its reputation on helping people create the future they envision. Now put our experience to work for you.

Investing involves risk, including risk of loss.
Guidance provided is educational.

Schedule a free one-on-one appointment:

Image of Russel Jeanis from Fidelity Investments

Russel Jeanis, Your Fidelity Retirement Planner
Call – (800) 642-7131

One-on-One Consultation with your VALIC Financial Advisor:
Your VALIC financial advisor will be available for an individual consultation to discuss your retirement plan options, review your retirement goals, and enroll you in your retirement plan.

Meet with your Financial Advisor to discuss your account and answer any questions you may have. Talk to your Advisor about developing a comprehensive and complimentary financial plan that is geared towards meeting your retirement goals.

Let’s Meet!
If you’ve never met with a VALIC financial advisor, here’s a chance to get acquainted:

Tuesday, April 11th
10:00AM – 3:30PM
Hannah Hall, Room 126J
TSU Campus

Event and Appointment Registration:

Miss Ele Hawthorne
Financial Advisor
(832) 378-8326

District Office: (713) 831-6100
2777 Allen Pkwy, RP-01 Ste 285
Houston, TX 77019

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