Fidelity Workshops – Retirement Income Planning | Take the First Step to Investing

Please join the Benefits Department and Andrea Leota, Certified Financial Planner with Fidelity Investments for two educational workshops that will help you to understand the basics of investing and how to create a plan for saving for your financial future.

Workshops will be offered at the Main Campus (Downtown) and at the Clarkston Campus, as well as two dates that you can join a workshop on the web. Registration is required for all workshops and seating is limited for in-person workshops.


Fundamentals of Retirement Income Planning

For All Employees 

In this workshop, you will:

  • Understand the financial and personal risks pre-retires may face
  • Identify Expenses and Income
  • Create a plan

*Workbooks and light snacks will be provided.

Take the First Step to Investing

For All Employees 

In this workshop, you will :

  • Understand the basics of investing
  • Recognize the importance of asset allocation and diversification
  • Identify your investment approach

*Workbooks and light snacks will be provided.

 

To attend a workshop please click on the link to register for the workshop that you wish to attend.

Main Campus
Student Center West
4th Floor, Room 466/468
Clarkston Campus
Building N (Student Center)
Room 2220

Fundamentals of Retirement Income Planning

Monday, April 2, 2018
11:00 am to 12:30 pm

Register Now

Fundamentals of Retirement Income Planning

Monday, April 30, 2018
1:00 pm to 2:30 pm

Register Now

Take the First Step to Investing

Monday, April 2, 2018
2:00 pm to 3:30 pm

Register Now

Take the First Step to Investing

Monday, April 30, 2018
10:00 am to 11:30 am
Register Now

 

Can’t make the in-person workshops?  Join the workshops below on the web!

  • Retirement Income Planning On Your Own. Making Financial Health a Priority for Women

Register Now! April 10, 2018 at 12:00pm EST

 

  • Take the First Step to Investing

Register Now! April 18, 2018 at 12:00pm EST

 

 

To schedule a consultation with Fidelity Investment Retirement Planner Andrea Leota please visit:

http://employees.hr.gsu.edu/benefits/seminars-events/retirement-vendor-appointment/