April 12, 2025 In-Person Chapter Meeting & Webinar

Searching for Stock Ideas on Fidelity.com

• The Personal Finance SIG will meet on April 2 and the Get-Togethers Group on April 3.  See Chapter Information/SIGs for details on all SIG meetings.
• Our speakers can’t join us for lunch, but we still plan to go to the Cape Fear Seafood Company (Village District), and you are welcome to join us.
• Fidelity does not allow presentations to be recorded, so one will not be available after the meeting.

Presentation Summary:

Using the Fidelity.com website, we will show how to use independent research, expert screening strategies, and analyst track records to conduct advanced stock screening.

Meeting Details:

Date: Saturday, April 12th, 2025

Time: 10:00 a.m. ET (mix and mingle starts at 9:30)

Location: Fairmont United Methodist Church: 2501 Clark Avenue Raleigh, NC 27607. See map of Fairmont for parking, building entrances, and the number of stairs entrances require.

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $10 cash (in-person) or electronic payment (webinar)

Before attending in person, please read:

• the AAII Protocol for In-Person Meetings

If you feel sick, please join us virtually.

About Our Speakers

Bizzy Craft, CFP, is a Vice President Financial Consultant.  She has been with Fidelity since 2021 and holds Life, Health, and Annuities insurance licenses and has passed the the Series 7, 9, 10, and 66 examinations.

Nicholas Capano is a Vice President Regional Brokerage Consultant.  He has been with Fidelity since 2012 and has passed the Series 4, 7, and 63 examinations.