Plan to attend our next
quarterly seminar. Jim & J.D. will be giving an economic and investment overview while Barbara Heller will be discussing identity theft and the key features Fidelity has in place to help keep your accounts secure. Please RSVP if you plan to attend one of the seminar dates below.
James Walden, CFA
J.D. Kaad, CIMA®, Portfolio Analyst
Barbara Heller, CFP®