One-on-one meetings are complimentary. Research investment professionals with FINRA's BrokerCheck.
Available times on | |
|---|---|
| Summer: Pacific Time/Winter: Mountain Time |
We understand that everyone's needs are different, and that your retirement plan is only part of your financial situation. Our goal is to help you increase your financial knowledge and confidence. As part of your Banner Health Team Member benefits, you have the opportunity to meet with a Workplace Financial Consultant, attend a virtual webinar or a "Ask Fidelity" session, all of which are complimentary.
Click on the below link(s) to view availability, topics and times.
| Meet/Talk with a Workplace Financial Consultant | Attend a Virtual Web Workshop | Ask Fidelity |
| At Fidelity, we are experienced in helping people plan for their financial futures. We can help with basic budgeting to complex financial situations. | Join Fidelity for live educational webinars, where you'll learn strategies and tips to help you manage your financial future with confidence. | Join our Workplace Financial Consultants for a brief presentation and live group Q&A session to get your questions answered and hear what others are asking too! |
| Schedule a consultation | Reserve your spot today | Register by clicking here and selecting the "Attend a learning event" option. |
Our Workplace Financial Consultants are licensed financial professionals who can help you plan for every stage of your life.
Ryan Barton, a Fidelity Workplace Financial Consultant, has more than seven years with the company and 17 years of experience in the financial industry. He was previously a director, retirement planner at Fidelity's Utah Regional Center. Mr. Barton provides educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Ryan holds a bachelor's degree in finance from Southern Utah University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Sam Casad, a Fidelity Workplace Financial Consultant, has more than 13 years with the company. He was previously a financial planning consultant for Fidelity's Brea, California, Investor Center. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Sam holds a bachelor's degree in communications from California State University, Northridge and master's degree in communications (with an emphasis in public relations) from the University of Tennessee, Knoxville.
CJ Olsen, a Fidelity Workplace Financial Consultant, has more than nine years with the company. He was previously a guidance consultant for Fidelity's Personal Investing Tax-Exempt Market. Mr. Olsen provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, CJ holds a bachelor's degree in business administration from Western Governors University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Thomas Eyers, a Fidelity Workplace Financial Consultant, has more than eight years with the company and 24 years in the financial industry. He was previously a service associate at Fidelity's Greenwood Village, Colorado, Regional Center. Mr. Eyers provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees to help them understand their retirement and investment needs. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and a licensed insurance representative, Thomas holds a bachelor's degree in finance from Frostburg State University.
Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
