Learn how to build and manage a long-term investment plan by joining Fidelity for an educational web workshop titled Invest Confidently for Your Future. The Webex session will take place from 2 to 3 p.m. on Wednesday, July 8. You'll hear strategies and tips to help you manage your financial future with confidence. You do not need to be a Fidelity participant to attend.
Jake Rather, a virtual education consultant for Fidelity Investments will address three key topics:
- Defining your savings goals.
- Building an investment plan to help you optimize your savings.
- Understanding the importance of continuously managing your plan.
With Fidelity since 2005, Rather promotes financial wellness for the employees of Fidelity's corporate and tax-exempt clients through online educational events. He holds a Bachelor of Arts degree in communication from Texas A&M University and an MBA in finance from University of North Texas. Rather is a registered representative, a licensed insurance representative, and a chartered retirement planning counselor.