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Class/Seminar

Take the First Step to Investing

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Event Details:

Investing can be an effective way to put your money to work and potentially build wealth. But investing also can also expose you to risk. For new investors, the many options and complex data involved can often feel overwhelming.

In this free webinar, we will review the basics of investing, so you can get started with confidence. You will gain an understanding of asset allocation and diversification, the types of investment tools you might want to consider, and how to mitigate your risks. You will leave the session with some practical tools to identify your ideal investment approach. This session is intended for novice investors who are just getting started with investing.

This class will not be recorded.

Instructors: Nick Maly is a Fidelity Workplace Financial Consultant with more than eight years with the company. He is a Certified Financial Planner professional, investment advisor representative, registered securities representative, and licensed insurance representative and provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees.

Andrew Kremer is a Fidelity Workplace Financial Consultant with more than eight years with the company. Previously a benefit sales consultant for Fidelity’s Workplace Investing Sales, he is a Certified Financial Planner professional, investment advisor representative, and registered securities representative.

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