Fidelity Financial Education Workshop Series

Published: November 03, 2015

Attend a complimentary workshop to learn more about making important decisions in your University of Notre Dame 403(b) Retirement Plan. Join Fidelity Planning and Guidance Consultant Paul Bhe to discuss:

  • The importance of asset allocation and diversification
  • Measures commonly used to evaluate funds, and what really impacts portfolio performance
  • The value of setting a long-term strategy, and key rebalancing techniques to keep a portfolio on track

Confident Investing in Any Market
Tuesday, November 17, 2015
12:00 – 1:00 p.m. OR 3:00 – 4:00 p.m. (two sessions available)
The Hesburgh Center for International Studies Auditorium

No RSVP needed.

If you have questions or would like to schedule a free one-on-one guidance consultation with Paul or another Fidelity consultant, call 877-963-0242 or visit

See event poster (PDF)