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Elena Bajic
2006
“Women are very in tune with their money,” says Joan Goodman, Vice President, Regional Planning Consultant for Fidelity Investments. “Women are good savers, and when we do invest, we are very successful, largely because we are very disciplined.”
Nevertheless, women don’t always feel confident about having enough money. About 71% of women don’t think they can realistically achieve their financial goals. What explains the gap?
“Sometimes it is challenging to connect the dots,” says Goodman. “Knowing what we want our money to do and actually putting money to work and having it work for us.”
It’s time to take control of your future with the first of this three-part series presented by Fidelity Investments.
Joan Goodman is a Vice President, Regional Planning Consultant for Fidelity Investments, with broad based experience in the financial services industry. In her role as Regional Planning Consultant she provides consultative support to tenured investment professionals, and is also responsible for the development and training of representatives who are new to the field of financial planning.
Her role extends to conducting educational seminars for clients in the areas of portfolio construction, tax and income planning as well as wealth transfer strategies. Prior to her current role, Joan was a Senior Account Executive, helping clients to achieve their investment goals. Joan is a Certified Financial Planner®, with over 13 years of experience at Fidelity and over 20 years in the industry.
This webinar, is intended to be made available only to individuals in the United States, and the information on this page is only for such persons. Nothing on this page shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.
