Planning for Life's Big Moments
It’s the big moments in life that move us into action. Join us as we discuss how common life events can affect your financial plan. We know that life events can have a significant impact on your finances, health, stress levels, and overall wellness. Together, we will discuss how thinking ahead can help provide peace of mind should you:
• Face a health concern
• Have a change in marital status
• Lose a loved one
• Navigate an unexpected retirement
Are you prepared?
88% of clients believe they’ve successfully prepared for their family’s financial future; however, only 8% have completed the key documents.
Vice President, Fidelity Investments
Stefanie Azzarelli is a vice president at Fidelity Institutional Asset Management (FIAM), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.
In this role, Ms. Azzarelli is a wholesaler covering the institutional insurance subaccount marketplace which supports the distribution of Fidelity VIP funds and Fidelity subadvised funds through various insurance companies’ variable annuity and variable life contracts. She also regularly presents at meetings and conferences throughout the country, often focusing on medicare, social security, and Fidelity’s economic outlook. Ms. Azzarelli is based in Chicago, IL.
Previously, Ms. Azzarelli was a client advisor for the subadvised and RIA relationships at Neuberger Berman and a registered client associate at Merrill Lynch. She has been in the financial industry since 2008.
Ms. Azzarelli earned her bachelor of science degree in business administration with a concentration in finance from Wagner College. She also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Not FDIC Insured • May Lose Value • No Bank Guarantee For investors.
Not NCUA or NCUSIF insured. May lose value. No credit union guarantee. Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client’s investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Fidelity Investments & Pyramid Design is a registered service mark of FMR LLC. * Source: Fidelity Greenline Forum, 2014.
Fidelity Investments and NAWBO are not affiliated. Investing involves risk, including risk of loss. Investment decisions should be based on an individual’s own goals, time horizon, and risk tolerance.
836947.2.0 FIDELITY DISTRIBUTORS COMPANY LLC, 500 SALEM STREET, SMITHFIELD, RI 02917 1.9887524.102
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