Presented By: Vice President of Fidelity Institutional Services, John Driscoll and Chief Strategy Officer & Founder of f3Logic, Kevin Nentwich
ELIGIBLE FOR CFP CE CREDITS
Hear about Fidelity's latest insights - paying for healthcare in retirement is a big concern to many
Learn about a simple 4-step strategy designed to help create a retirement income plan that funds this essential expense
Uncover important questions you need to ask your clients to begin a planning discussion
For investment professional use only.
Not NCUA or NCUSIF insured. May lose value. No credit union guarantee.
Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client’s investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.This seminar is defined as basic level for continuing education credit, and there are no prerequisites and no advance preparation is required. This is a Fidelity-sponsored event and is being presented free of charge. Please contact your Fidelity Advisor Regional Investment Consultant at 800-544-9999 should you need to cancel your registration.
1 credit hour CFP, CPE & Insurance. For questions regarding administrative policies or complaints, please contact your designated Fidelity representative, Kelley Shaw, at 500 Salem Street, Mail Zone: OS3N Smithfield, RI 02917Third-party speakers are independent and not affiliated with Fidelity Investments. Fidelity Investments is not responsible for the contentor their remarks. Fidelity Investments and any firm mentioned above are not affiliated.Fidelity Investments & Pyramid Design is a registered service mark of FMR LLC.
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