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Investment Education and Financial Planning Seminars.
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Montgomery County
Employee Retirement Plans

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Guaranteed Retirement Income Plan (GRIP) Counseling

Fidelity Investments offers, One-On-One Investment/Financial Planning sessions and Investment Seminars to Guaranteed Retirement Income Plan (GRIP) participants. Fidelity representatives are available to help participants understand financial issues and how to model their projected GRIP account balance with other assets.

Participants must be members of the GRIP to register for a one-hour session. If you have any questions please call 240-777-8228 to speak to Jason Su, the dedicated onsite consultant for MCERP. 

To signup for a GRIP one-on-one session or an investment seminar please click on the links below: 

Please register at least one week prior to the date the session is offered.

Participants should bring their current account statement and the pin number they use to login to the Fidelity website with them to the session.