Every individual has her own financial style and goals. By combining those with the fundamental rules of investing, you can create a roadmap to financial success.
In this workshop, the third in a three-part series from Fidelity Investments, you will learn the keys to successful investing and find out how to build a portfolio that balances your comfort with risk and your need for reward.
In this class, you will learn:
- How to identify your investing strengths and challenges
- The elements of building an investing strategy
- How to create a portfolio that aligns to your preferences and goals
- How to keep your portfolio on track
Joan Goodman is a Vice President, Regional Planning Consultant for Fidelity Investments, with broad based experience in the financial services industry. In her role as Regional Planning Consultant she provides consultative support to tenured investment professionals, and is also responsible for the development and training of representatives who are new to the field of financial planning.
This webinar is intended to be made available only to individuals in the United States.