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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 Retirement Planner, attend a virtual webinar or a "Financial Friday with Fidelity" session.
Click on the below link(s) to view availability, topics and times.
| Meet/Talk with a Retirement Planner | Attend a Virtual Web Workshop | Financial Fridays with 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 Retirement Planners 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 |
Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.
Nick Maly, a Fidelity director, retirement planner has more than six years with the company. He was previously an investment consultant at Fidelity's Denver, Colorado, Investor Center. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Nick holds a bachelor's degree in financial services management from Johnson & Wales University - Denver Campus.
Chad McLain, a Fidelity director, retirement planner, has more than nine years with the company. He was previously a retirement relationship manager for Fidelity's Retirement Investment Solutions Group. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Chad holds a bachelor's degree in finance and banking from Utah Valley University and master's degree in business administration from Colorado State University.
Sam Casad, a Fidelity director, retirement planner, 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 retirement planner, has more than seven years with the company. He was previously a guidance consultant for Fidelity's Personal Investing Tax-Exempt Market. An investment advisor representative, registered securities representative, and licensed insurance representative, CJ holds a bachelor's degree in business administration from the University of Western Governors.
