Women@SLAC & RISE ERG | Fidelity Financial Wellness Workshops
By shirin@slac.st…
Fidelity Financial Wellness Workshops
Join the Women@SLAC and RISE ERGs for a two-workshop series with Fidelity on Financial Wellness with Financial Consultants Nick Maly and Julie Marxen.
May 15th | 12:00 pm | Redwood Conference Room & Zoom
Session 1: Introduction to Fidelity Tools
“Retirement should be a time to look forward to, and getting there is an ongoing journey unique to you. Along the way, Fidelity can help with access to information and resources that will help you make informed decisions to keep your retirement strategy on track. Come learn about NetBenefits and how to utilize the many online planning tools available to you.”
Add to your outlook calendar (via SLAC Today)
May 28th | 12:00 pm | Redwood Conference Room & Zoom
Session 2: Retirement Income Planning for Her
A workshop designed to help you plan for retirement in a way that recognizes and takes into account the unique financial realities that women face. When we recognize those challenges and their impact, we can best utilize our financial resources to target and achieve our financial goals.
Add to your outlook calendar (via SLAC Today)
About the Speakers
Nick Maly, a Fidelity Workplace Financial Consultant, has more than ten years with the company. He was previously an investment consultant at Fidelity’s Denver, Colorado Investor Center. Mr. Maly promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Nick holds a bachelor’s degree in financial services management from Johnson & Wales University - Denver Campus. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
Julie A. Marxen, a Fidelity Workplace Financial Consultant, has more than seven years with the company. She was previously an investment consultant at Fidelity’s Burbank Investor Center. Ms. Marxen promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNERTM certificant, investment advisor representative, registered securities representative, and licensed insurance representative, Julie holds a bachelor’s degree in English (with a minor in journalism) from the University of Southern California and a master’s degree in business administration from Saint Joseph’s University. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.
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A note on participation and time-charging: Supervisors are encouraged to allow employees to participate in community activities as operations permit. Employees should charge their usual PA since the activities provide value to SLAC. However, if a particular project requires work to be backfilled during this time, a separate PA number might be required. For employees who are part of a service center, they should charge their shop’s UDT (undistributed time) code. For exceptions or complex charging situations, reach out to your business manager.
