Fidelity Financial Planning Workshop a Success

7/23/2004

Twenty-nine employees and spouses attended a free workshop Planning for a Sound Financial Future presented by Fidelity Investments on Monday, July 19, 2004, at Southern State Community College in Wilmington.

Planning a Sound Financial Future is a two-hour class designed to provide ABX Air employees with a board overview of the important steps in creating a financial plan, building wealth and determining an investment strategy.

This workshop provides straight-forward information on:

 
Creating a budget College planning
Maximizing savings  Developing an investment strategy
Benefits of pre-tax and tax Components of estate planning
Advantage savings vehicles Traditional vs. Roth IRAs 
Where to go for additional help
 

           

Additional classes will be scheduled in the future. Check back at this web site for dates and times. Fidelity also offers on-line classes several times a month. Click on the "Planning" tab at www.401k.com to review the e-learning catalog of classes.  

 

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Revised: January 14, 2005.