Fidelity Investments Financial Workshop, THRIVE - Helping you make financial progress
Online • April 1, 2015
You are invited to join Fidelity Investments at a complimentary financial workshopOverview:Fidelity has developed an educational series designed to help women get their financial lives in order.The...
Wednesday, April 1, 2015 6:00 PM - 8:15 PM EDT
You are invited to join Fidelity Investments at a complimentary financial workshop
Fidelity has developed an educational series designed to help women get their financial lives in order.
The content is a fit for individuals who are not actively engaged with their investments and are seeking a foundational overview to get started or reengage.
Attendees will engage in an interactive presentation on the following topics:
o Getting Organized – creating and maintaining a budget, balancing savings and
o Building a Plan – identifying and prioritizing investment goals, aligning account
types to goals
o Owning Your Future – understanding investment options, determining asset
allocation and investment style, implementation
Please confirm attendance by emailing Ellen.OConnell@fmr.com
Feel free to bring friends or family members - Please include in the email: the names
of each woman attending and her phone number.
5:00 – 6:00: Reception and networking (wine, beer, and light hors d’oeuvres served)
6:00 – 7:00: Workshop and Q&A
7:00 – 7:15: Event concludes
Interested in sponsoring this event or future events? Contact Us.