Economic Insight Quarterly Education Day Webcast
Economic Insight Quarterly Education Day Webcast Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
Wednesday, December 11, 2019
1:30 p.m. – 6:00 p.m. ET
2600 Tiburon Dr.
Naples, FL 34109
Room: Tiburon 1&2 Meeting Room Parking information
Valet parking to be hosted
General location information
(800) 760-7718
IMPORTANT INFORMATION: Please be sure to bring your laptop so you can follow along with the subject matter experts as they show you how to apply what you've learned on Fidelity.com. Not a Fidelity customer? You can still attend by to set up free guest access and use that information to register.
Can't join us live in Naples, FL?
Times Sessions 1:30 p.m. – 2:00 p.m. ET Registration 2:00 p.m. – 3:00 p.m. ET Session 1 Late cycle economies and trade uncertainty: A global market view
Strong corporate profit growth in 2018 is now being confronted by numerous economic situations that are causing a new level of uncertainty in the markets. Trade wars, tariffs, slowing economic growth, and numerous geo-political events around the global have all led to a new level of volatility. Whether this excites or overwhelms you, all investors must be aware of what is going on to ensure their portfolios are as profitable as they can be. Join Fidelity and Bruce Johnstone as we dive deep into the late market cycle, how it may affect you and what you can do to protect yourself. 3:00 p.m. – 4:00 p.m. ET Session 2 Year-end portfolio review
Where are you? Where do you want to be and how do you get there? In this session, Heather Knight will walk through a year-end portfolio review considering the current environment and changes you might consider for 2020. 4:00 p.m. – 5:00 p.m. ET Session 3 Rates and risk: Navigating bonds in 2020
If you're intrigued by all the recent news coverage on interest rates, Federal Reserve policy, and inverted yield curves, but find yourself unsure how to begin to translate that into an investing strategy, then this session could help you. Join Scott Bassler and Richard Carter as they host an interactive webinar on investing in individual bonds and CDs. The webinar will cover the following: Understanding the various types of bonds and bond markets as an individual investor Deploying both short- and long-term income strategies using Fidelity’s Bond and Model CD Ladder tools Making bond ownership easy using services such as Fixed Income Alerts and Auto Roll 5:00 p.m. – 6:00 p.m. ET Reception
Fidelity Investments Regional Brokerage Consultant
Fidelity Investments VP, Fixed Income Products and Services
Fidelity Investments Regional Brokerage Consultant
Fidelity Investments
Visit the Fidelity Learning Center Events Calendar
Subscribe to receive invitations to our webinars and events Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal. Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk. 903704.1.0
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.h1 What s next The economy and your portfolio
A discussion on economic uncertainty, geo-politics and market volatility. Plus, investment strategies and navigating bonds for the year ahead.Wednesday, December 11, 2019
1:30 p.m. – 6:00 p.m. ET
2600 Tiburon Dr.
Naples, FL 34109
Room: Tiburon 1&2 Meeting Room Parking information
Valet parking to be hosted
General location information
(800) 760-7718
IMPORTANT INFORMATION: Please be sure to bring your laptop so you can follow along with the subject matter experts as they show you how to apply what you've learned on Fidelity.com. Not a Fidelity customer? You can still attend by to set up free guest access and use that information to register.
Can't join us live in Naples, FL?
Times Sessions 1:30 p.m. – 2:00 p.m. ET Registration 2:00 p.m. – 3:00 p.m. ET Session 1 Late cycle economies and trade uncertainty: A global market view
Strong corporate profit growth in 2018 is now being confronted by numerous economic situations that are causing a new level of uncertainty in the markets. Trade wars, tariffs, slowing economic growth, and numerous geo-political events around the global have all led to a new level of volatility. Whether this excites or overwhelms you, all investors must be aware of what is going on to ensure their portfolios are as profitable as they can be. Join Fidelity and Bruce Johnstone as we dive deep into the late market cycle, how it may affect you and what you can do to protect yourself. 3:00 p.m. – 4:00 p.m. ET Session 2 Year-end portfolio review
Where are you? Where do you want to be and how do you get there? In this session, Heather Knight will walk through a year-end portfolio review considering the current environment and changes you might consider for 2020. 4:00 p.m. – 5:00 p.m. ET Session 3 Rates and risk: Navigating bonds in 2020
If you're intrigued by all the recent news coverage on interest rates, Federal Reserve policy, and inverted yield curves, but find yourself unsure how to begin to translate that into an investing strategy, then this session could help you. Join Scott Bassler and Richard Carter as they host an interactive webinar on investing in individual bonds and CDs. The webinar will cover the following: Understanding the various types of bonds and bond markets as an individual investor Deploying both short- and long-term income strategies using Fidelity’s Bond and Model CD Ladder tools Making bond ownership easy using services such as Fixed Income Alerts and Auto Roll 5:00 p.m. – 6:00 p.m. ET Reception
Presenters
Senior Marketing Investment StrategistFidelity Investments Regional Brokerage Consultant
Fidelity Investments VP, Fixed Income Products and Services
Fidelity Investments Regional Brokerage Consultant
Fidelity Investments
Stay up-to-date on all of our upcoming events
Visit the Fidelity Learning Center Events Calendar
Subscribe to receive invitations to our webinars and events Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal. Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk. 903704.1.0
Footer
Stay Connected
Bruce Johnstone CFA
Heather Knight
Richard Carter
Scott Bassler
Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0