Thrive – Building Your Financial Plan
About the class
Women have a talent for making smart financial decisions. Still, with the demands of everyday life, reaching your goals sometimes seems impossible.
Anything is possible with the right plan.
In this webinar, Joan Goodman, Vice President, Regional Planning Consultant for Fidelity Investments, shows you how to build on your strengths to make financial progress toward your goals.
In this second presentation in a three-webinar series, she provides clear, easy-to-implement advice on how to develop a plan and put it into action.
About the Presenter
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, AND THE INFORMATION ON THIS PAGE IS ONLY FOR SUCH PERSONS. NOTHING ON THIS PAGE SHALL BE CONSIDERED A SOLICITATION TO BUY OR AN OFFER TO SELL A SECURITY, OR ANY OTHER PRODUCT OR SERVICE, TO ANY PERSON IN ANY JURISDICTION WHERE SUCH OFFER, SOLICITATION, PURCHASE OR SALE WOULD BE UNLAWFUL UNDER THE LAWS OF SUCH JURISDICTION.
