Last Chance 2023 Challenge

Last Chance 2023 Challenge

If the thought of opening a Fidelity Account to start investing, changing your contributions, or even just logging into your account stresses you out, this challenge is for you!

I believe that taking small actions on a regular basis will lead to huge successes in the long run, so I’m running this challenge to encourage you to take one small action in your investment journey–reset your Fidelity password and get logged in, check your contributions, or open an account and contribute $10. It won’t take longer than 30 minutes, and I want to help!

Join me on Zoom to tackle one simple (but very important!) task before tax day 2023 and I’ll give you $50 off a course registration fee so you can put it straight into your retirement account.

I’ll be here live to help with

  • Opening a Fidelity Account

  • Navigating login issues

  • Checking Auto-Investments

  • Roth vs Traditional guidance

  • Live Q&A!

Let me know what session you’d like to attend and any topics you’d like me to address in the form, and I’ll send you an invite!