Fidelity Forums/Educational Sessions
The Forums/Educational Sessions are designed to help you:
- Review your financial goals - Where are you now and where do you want to be in the future?
- Determine the necessary tools and begin construction of your financial plan.
- Maximize retirement saving opportunities.
You will leave with a better understanding of how your investment program should be structured to maximize your savings as well as develop an investment strategy to help you construct a portfolio that’s in line with your goals. The following seminars are being conducted during the upcoming months.
New dates coming soon!