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Sip & Save

Thu, Jun 20

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Cleveland Heights

A Happy Hour for Smart Retirement Planning.

Registration is Closed
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Sip & Save
Sip & Save

Time & Location

Jun 20, 2024, 6:00 PM – 8:00 PM EDT

Cleveland Heights, 2448 Fairmount Blvd, Cleveland Heights, OH 44106, USA

About the Event

Join us for an exclusive happy hour event for UH employees, designed to help you take charge of your financial future. Enjoy a relaxed atmosphere with your colleagues, complete with complimentary drinks and appetizers.

During this laid-back happy hour, we will discuss the benefits of using a self-directed brokerage account to enhance your Fidelity 403b. Our brief but insightful presentation will show you:

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  • How to align your investments with your goals & retirement timeline.

  • How to access professional management for your Fidelity 403b.

  • How to avoid unnecessary market risk with your retirement nest egg.

Share This Event

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Parkhurst Financial Services, Inc. are not affiliated. 

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