There is still time to register and join Fidelity at Lehigh on Wednesday, April 17, 2014, for a complimentary workshop and/or one-on-one consultations. Whether or not you have an account with Fidelity, you can benefit from their expertise.
Workshop: Building A Portfolio For Any Weather
8:30 – 10:00 a.m.
In this workshop, you will learn how to:
- Determine an appropriate investment mix and your investment style
- Select investment options that fit your investment approach
- Manage your investment strategy to help meet your long-term goals
The first step to smart investing is building a portfolio that’s appropriate for your situation. By understanding a few key investment principles, you can get more out of your retirement savings.
Register for the workshop here.
10:30 a.m. – 4:30 p.m.
You can also schedule a complimentary one-on-one consultation* with a Fidelity representative. 24-hour advance registration is required.
Reserve an appointment:
*Although consultations are one on one, guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.