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In this seminar, presented by Fidelity Investments, the key topics reviewed are: Help recognize the importance of managing debt
Learn how to track expenses and create a budget
See what goes into your credit score and how to improve it
Steps for maintaining healthy financial fitness to help employees reach their future financial goals.
About your Instructor
Dan Kline, a Fidelity director, retirement planner, has more than 13 years with the company. He was previously a retirement solutions representative for Fidelity's Personal Investing Group. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Dan holds bachelor's degrees in psychology and sociology from Miami University (OH). |
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