Presenter:Sherise Steele, Planning and Guidance Consultant

This workshop will help you build the foundation of your financial plan, review savings options for your retirement and non-retirement goals, and review basic principles of savings.

In this session, attendees will learn how to

Ӣ Build a basic asset allocation model
Ӣ Discuss historical performance of each asset class
Ӣ Define asset allocation and diversification
Ӣ Create a diversified target asset mix and execute changes
Ӣ Identify the risks of not being diversified


Sherise Steele joined Fidelity as a workplace planning and guidance consultant in 2007. She is also a registered securities representative and licensed insurance representative in the state of Michigan. Sherise received her bachelor's degree from the University of Michigan.

This session will be repeated on Monday, November 19 from 5:30-7:00 pm at CEW!!