Managing Unexpected Events and Expenses

July 14, 2022

They say the only constant in life is change, and the last few years have certainly brought an inordinate amount of change for all of us around the world. Many people may feel unprepared to weather unexpected events and expenses brought on by the pandemic, increased cost of living, or other life crisis. One often cited statistic from the Federal Reserve found that 40% of Americans would struggle to come up with even $400 to pay for an unexpected bill.  

In this free noontime webinar, you will learn important strategies you can put in place to prepare for unexpected events and expenses. You will gain a better understanding of how to assess your spending habits and discover how to take control of your finances with a budget. You will also learn the ramifications of taking money from a workplace savings plan to get you through a difficult time. By planning ahead and understanding all the financial tools at your disposal, you will be better equipped to handle that next surprise bill or emergency. 

Instructors: January Johnson is a Fidelity vice president and workplace regional manager and has more than ten years with the company. She was previously a workplace financial consultant for Fidelity’s Personal Investing Group. A chartered retirement planning counselor, investment advisor representative, and registered securities representative, January holds a bachelor’s degree in business from Montana State University.

Nick Maly is a Fidelity workplace financial consultant and has been at the company for eight years. He was previously an investment consultant at Fidelity’s Denver, Colorado, Investor Center. A certified financial planner certificant, investment advisor representative, registered securities representative and licensed insurance representative, Nick holds a bachelor’s degree in financial services management from Johnson & Wales University – Denver campus.