Fidelity Educational Events
Your Fidelity Workplace Financial Consultant, Ben Foreman, is available to help AURA employees plan for their financial futures. In addition to phone and virtual consultations, an upcoming virtual educational session is available (NOTE: Due to licensing requirements, representatives are unable to provide advice to participants residing outside the United States)
September – Live Web Workshop
Managing My Money: Budget, Emergency Savings, and Debt Basics
Navigating Market Volatility
This workshop will review what is happening in the markets and why – and help answer questions such as “Should I move my investments to cash right now?” and “If I don’t yet have a plan for situations like this, where do I start?”. https://www.brainshark.com/fidelityemg/NMV03242020
6 Tips to navigate volatile markets
On NetBenefits (sign in required), there are a number of resources in the Learn Hub. From the homepage, click “Plan and Learn”, then “Articles, videos, workshops”
Or, you can schedule an appointment with Chad McLain, CRPC® or Ben Foreman, CFP to discuss your unique situation.
Note: In the Appointment Search bar type in the full company name
Chad McLain and Ben Foreman, your Fidelity Workplace Financial Consultants, can help you plan for both the expected and unexpected life events, from basic budgeting to complex financial situations.
Visit www.fidelity.com/schedule and click Schedule a Time to Meet to view current appointment availability. Please feel free to invite your planning partner with you to the meeting.
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