Fidelity offering workshops on investing, planning this month

September 11, 2012  


Fidelity is offering two workshops in September, and all benefits-eligible faculty and staff are invited to attend. Registration is required.

"Confident Investing in Any Market" will cover how to build a smart investment mix, what factors affect the performance of a portfolio of investments, key principles for tax-smart investing and how to compare different approaches, the importance of setting long-term goals, and techniques to keep a portfolio on track.

Fidelity will present this workshop at these times:

* Sept. 21 (F). 9 a.m. and 1:15 p.m. Stewart Center, Room 313.
* Sept. 25 (T). 9 a.m. and 1:15 p.m. Stewart Center, Room 214D.

"Designing Your Financial Road Map" will cover preparing a financial road map, building the foundation for retirement planning through debt management and budgeting, balancing and prioritizing nonretirement goals to save appropriately, and evaluating a investment portfolio and selecting appropriate savings vehicles.

Fidelity will present this workshop at these times:

* Sept. 21 (F). 10:15 a.m. and 2:30 p.m. Stewart Center, Room 313.
* Sept. 25 (T). 10:15 a.m. and 2:30 p.m. Stewart Center, Room 214D.

To reserve a spot for one or both of these one-hour workshops, call Fidelity from 8:30 a.m. to midnight Eastern time Monday through Friday at 800-642-7131. Space is limited, and participants must register 24 hours in advance of the scheduled workshop.

Fidelity is Purdue's official provider of education, guidance and assistance related to retirement plan investments and decisions. Fidelity provides these workshops to Purdue employees at no extra charge.

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