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CEW+ Financial Wellness: 5 Money Musts Sponsored by Fidelity

February 26, 2021 1:00 pm - 2:00 pm
Virtual

Five Money Musts

Join CEW+ Director Tiffany Marra for an interactive conversation with CEW+ Leadership Council member and Fidelity Retirement Planner Ciara Merriman along with her colleague Michael Welton. In this interactive workshop, you will learn about five basic money concepts to make sure you are on the right path for financial success: budgeting, credit, debt, investing and preparing for retirement. This workshop kicks off the 2021 CEW+ Financial Wellness Workshop Series that will provide tips to help gain control in each area.

Ciara C. Merriman, a Fidelity Retirement Planner, has more than five years with the company. She was previously a financial consultant for Fidelity’s Novi Branch Office. An investment advisor representative, registered securities representative, and licensed insurance representative, Ciara holds a bachelor’s degree in Psychology and English from the University of Michigan.

 

Michael Welton, a Fidelity Director, Retirement Planner, has more than 20 years with the company. He was previously a senior account executive at Fidelity’s Ann Arbor, Michigan Investor Center. A Chartered Retirement Planning Counselor℠, investment advisor representative, registered securities representative, and licensed insurance representative, Michael holds a Bachelor’s Degree in Economics from Central Michigan University.

 

 

The CEW+ Financial Wellness Series is sponsored by

 

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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
752194.66.0