When: Thursday, March 18 from 11:30 am to 12:30 pm
Where: Smith Memorial Student Union (SMSU) Room 298
What: Educates employees on the principles of Asset Allocation and Diversification, and how to develop an appropriate investment strategy. Workbooks will be provided.
Who: A graduate from Portland State University, Craig Arrowsmith is a 10-year Fidelity veteran. He worked as a Financial Planning Consultant in the local Tigard Branch prior to becoming a Planning and Guidance Consultant. Craig will be the primary contact for Portland State University and will be onsite throughout the year doing 1:1 planning sessions on a regular basis. Please feel free to stop by to meet him.
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