Your Business Makes Money. Let’s Talk About Making Your Money Work for You!

Join Brandon Berry, Wealth Advisor at Fidelity Bank, for an educational conversation about investing, building wealth, and planning for your We’ll cover the basics of getting started with investing, different types of investments, building wealth over time, retirement planning, and financial considerations unique to independent contractors and business owners. Brandon will also touch on insurance products and strategies for protecting the wealth you’re working so hard to build. Whether you’re just getting started or ready to be more intentional with your money, this is a great opportunity to learn, ask questions, and start thinking beyond the next closing.