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MEMORANDUM

To: Eligible Research Foundation Employees
From: Cori Ribaudo, Benefits Coordinator, Human Resource Services
Date: August 11th, 2006

Human Resource Services, Research Foundation Benefits and Fidelity invite you to attend a lunch time learning session.

"Determining Your Investment Strategy"

  • Key points for investors to consider when creating their own asset allocation.
  • How the investment options, including the Freedom Funds, can be utilized.
  • Learn about stocks, bonds and short-term investments.

To register for the lunch time session please call (631) 632-6182.

Stony Brook University
Date: August 17, 2006
Time: 12:00PM - 01:00PM
Location: Wang Center Room 301
Tech Park
Date: August 15, 2006
Time: 12:00PM - 01:00PM
Location: 8 Research Way Conference Room, East Setauket

One-on-One Counseling Session

Why not take advantage of our commitment to helping you make the financial decisions that are right for you?

A Fidelity Consultant will be on site to provide free one-on-one counseling sessions. Schedule an appointment today to have your financial questions answered by an expert consultant.

To schedule an appointment with a Fidelity consultant please call (800) 642-7131.

Stony Brook University
Date: August 17, 2006
Time: 09:00AM - 11:30AM and 02:00PM - 05:00PM
Location: Wang Center Room 301
Tech Park
Date: August 15, 2006
Time: 09:00AM - 11:00AM and 02:00PM - 05:00PM
Location: 8 Research Way Conference Room, East Setauket

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