Fundamentals of Retirement Income Planning: National Financial Capability Month Series

Learn how the building blocks of an income plan can offset the key risks in retirement, as well as how you can use Fidelity’s resources to feel more confident as you prepare to make the move from saving to spending.

Presented by CJ Olsen, Fidelity Investments

CJ has more than 10 years with Fidelity.  He was previously a guidance consultant for Fidelity's Personal Investing Tax-Exempt Market. Mr. Olsen promotes financial wellness for plan participants through one-on-one planning and educational events.  He is a chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative.