Hosted by Lorna Kapusta, head of Women and Investing at Fidelity, this session focuses on how to plan for growth, predictability, flexibility, and peace of mind, even during the most uncertain of times. Viktor Misko, a Fidelity wealth planner, and Jodi Coochise, a clinical psychologist who specializes in integrating behavioral finance and planning, join the discussion to share their expertise.
This exclusive event covers:
- How a global pandemic can change your timing, needs, and goals
- Potential changes in tax and retirement laws that could impact the amount of assets you need to maintain your desired lifestyle
- How to make the right financial decisions when you are unsure of what's coming next in the markets or in your life
- How these changes affect your legacy and the amount you will eventually leave to your heirs