Event Details
Event Type: Webinar


Wed
Oct 19 - Nov 16 2022
2:00pm - 3:15pm
At your computer/device
Nick Maly, January Johnson, Julie Marxen


Event Registration

Financial Wellness for Women


Women face a unique journey when it comes to making financial decisions, from living longer – which means more health care and retirement costs – to investing gaps and caregiving. Despite the challenges, there’s an active role you can take with your money to craft your own path to financial success.

This free engagement course explores what financial wellness means for women. You will learn the principles of budgeting and saving, how to design an investing plan, steps to manage your finances through changing life events, and tools to help you stay on track. Each of the five online sessions will tackle a different topic in financial wellness, all with a focus of the specific needs of women. By the end of the series, you will have a solid roadmap to financial security.

Instructors: Nick Maly is a Fidelity Workplace Financial Consultant with more than eight years with the company. He is a certified financial planner certificant, investment advisor representative, registered securities representative, and licensed insurance representative and provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees.

January Johnson is a Fidelity VP and workplace regional manager with more than 21 years in the financial industry. She is a Chartered Retirement Planning Counselor, investment advisor representative, and registered securities representative, and manages workplace financial consultants that provide onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees.

Julie A. Marxen is a Fidelity Workplace Financial Consultant with more than five years with the company. She is a certified financial planner certificant, investment advisor representative, registered securities representative, and licensed insurance representative and provides onsite educational workshops and individual consultations for Fidelity 403(b) clients and their employees.

Class details are subject to change.