Re: An important message about your investment plan (fwd)

[robert <http://dummy.us.eu.org/robert>]

Could we do it on MLKJ Day, January 19th?

If not, any Saturday works, I think.

 > From: Noelle <noelle>
 > Date: Thu, 1 Jan 2026 11:11:53 -0800 (PST)
 >
 > When are we going to meet?
 > 
 >  > From: "Alty Kosherbek at Fidelity Investments" <http://www.mail.fidelity.com/~Fidelity.Investments>
 >  > Date: Thu, 01 Jan 2026 02:44:07 -0600
 >  >   
 >  >  Fidelity Investments, Inc.
 >  > 
 >  > A message from your Fidelity representative.
 >  > https://view.fidelityinvestments.com/?qs=29d79d183721016222f2647c10fb4992579fc856b2921f6b581c341762b37d7bd038a7bac396a123165326d62fc1c01f365437ea59d31da7a8fbb66acf0a550f2fe14c7c66556c3e1fb899b192eecf76 
 >  > View in your browser
 >  > https://click.fidelityinvestments.com/u/?qs=7f6a6d9ece9c5d545ed4e7afb1183f572c65d01e7956d6cb97252e0f50d7cfb119f20006ee2c486997bb7460dd9fea0a23e4ec925f6a65b5323e662e224bb3f2 
 >  > 
 >  > https://click.fidelityinvestments.com/u/?qs=d35fae32254573c20a011edb12a93911b5cf240980245014696a89cbd4aaa83247ce1eb96023437d45622318a1421302a57554c192785ee766f13c0d525a9367 
 >  >  
 >  > View your account 
 >  >  
 >  > Dear NOELLE,
 >  > 
 >  > I hope all is well. I'm writing because it's time to schedule a 
 >  > meeting to review your investment plan with your Investment Management 
 >  > Consultant, who is a member of my Wealth Management Team, in order to help 
 >  > ensure that you're still on track to achieve your investment goals.
 >  > 
 >  > You should expect to see an email from the team soon to schedule an 
 >  > appointment. Until we can meet, we'll maintain your current investment 
 >  > strategy.
 >  > 
 >  > In today's changing markets, it's more important than ever that 
 >  > your investment plan continues to reflect your current financial situation, 
 >  > goals, and comfort with risk. A lot can happen between our meetings, so 
 >  > it's important that we reconnect to review all these factors. Many 
 >  > clients say that this review can also help them feel more confident about 
 >  > their plans during times of uncertainty.
 >  > 
 >  > Once we review any changes to your financial situation or investment 
 >  > objectives, we can work together to see whether your investments or your 
 >  > plan need to be updated. In addition, if at any time you have an interest in 
 >  > establishing or modifying any reasonable investment restrictions to your 
 >  > managed accounts, your team can assist you with your request.
 >  > 
 >  > We look forward to speaking with you soon and continuing to help you achieve 
 >  > your investment goals. Please call or reply with any questions. As always, 
 >  > I'm here when you need me.
 >  > 
 >  > Warmest regards,
 >  > Alty
 >  > 
 >  > Alty Kosherbek
 >  > Financial Consultant
 >  > 
 >  > http://www.fidelity.com/~altykosherbek.team 
 >  > 408-371-4611 ext. 61083
 >  > 
 >  >  CA Insurance License: 4301004
 >  > 
 >  > Insurance License(s) as of 01/01/2026
 >  > 
 >  > Fidelity and the Fidelity Investments logo are registered service marks of 
 >  > FMR LLC.
 >  > Fidelity Brokerage Services LLC, Member NYSE, 
 >  > https://click.fidelityinvestments.com/u/?qs=89e7b57beb9a43ac4e71c6321e334400ded0e01b8e8f3e4bf1d1f3c517f79f6d648aa61c7e2d6c4b8ed61a8e20413788973bff21287069c4 
 >  > SIPC , 900 Salem Street, Smithfield, RI 02917-1006
 >  > 
 >  > EMAIL REF# 019b78ba-73e5-7818-95e0-9ac72f18f27c.4149399
 >  > 
 >  > (c) 2025 -- 2026FMR LLC. All rights reserved.