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2026 Investor Educational and Social Event

2026 Investor Educational & Social Event
Thursday, April 30th, 2026  –  4:30 – 7:00 PM 

 For Fidelis Limited Partners & Guests

 Event Location: Fidelis Corporate Offices (MAP)

 Join us for an informative educational session and social gathering for Fidelis Limited Partners and Other Special Guests
  • We will be joined by Paul Hynes images.png—  partner and senior director with Aspiriant Wealth Management.
  • Discover strategies and opportunities in utilizing a Self-Directed IRA (SDIRA) to diversify and maximize earnings.
  • Paul will explain how it all works, advantages and implications, and the role of a third party custodian in implementing this approach.
  • Enjoy a time of socializing with other limited partners and guests and enjoy drinks and houer d’oeuvres.

RSVP

Contact Sally Beaulieu
Call: 858-290-1377
Email: sbeaulieu@fidelispf.com

Or fill out form:

Fidelis Offices

12481 High Bluff Dr #160, San Diego, CA 92130

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