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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

Overview:

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         

        debt-payoff priorities

    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


Event Details

RSVP:

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.

Agenda:

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



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