Intelligent Investing-June 6

As a follow up to our Finance 101 presentation, we invite you to join us to learn more about Intelligent Investing! Brent Peterson will present helpful information on how to navigate and understand your online Fidelity NetBenefits account tools and resources. Jeffery Butler will discuss personal finance strategies. 

Brent Peterson
Brent Peterson joined Fidelity as a director and retirement planner in 2015. A Chartered Retirement Planning Counselor, investment advisor representative, registered securities representative, and licensed insurance representative, Brent holds a bachelor's degree in economics from the University of Utah.

Jeffrey ButlerJeff graduated from St. Bonaventure University in 2009 and 2010 with his BBA and MBA, respectively, both with a focus in accounting. Jeff worked in public accounting for 6 years after graduating from college before entering the private sector when he took a job at RIT as the Associate Internal Auditor in the Institute Audit, Compliance & Advisement (IACA) Department. In 2017 he became an Adjunct Professor at RIT in the Wellness Department teaching Financial Fitness, a wellness course devoted to general personal finance education. He enjoys helping people balance their budgets, plan for the future, and identify financial pitfalls to avoid while navigating the complicated world of personal finance.

RSVP at : https://rit.az1.qualtrics.com/jfe/form/SV_9pGrebIHfUGGFPD