Ask Fidelity Live Group Sessions (any location)
Live virtual group events may cover a variety of topics and will continue to be scheduled throughout the year. Check back frequently for new sessions. You can join virtually from any computer. Live presenters are available to answer your questions.
| Workshop | Date | Time | Location | Register |
|---|---|---|---|---|
| Setting Goals and Habits that Stick | July 17, 2024 | 12-12:45 p.m. | Virtual | |
| Finding an Investment Style to Fit Your Needs | Sept. 18, 2024 | 12-12:45 p.m. | ||
| Navigating Market Volatility | Oct. 16, 2024 | 12-12:45 p.m. | ||
| The Tax (and Personal) Benefits of Charitable Giving | Dec. 11, 2024 | 12-12:45 p.m. |
Webinars and Resources
Building a solid financial foundation is important, so Fidelity offers a variety of free live and on-demand webinars to help you become financially well. Regardless of your experience, these resources will give you the information you need to move toward your investment or retirement goals. Please note, the below webinars (both live and on-demand) are available to all Fidelity clients and are not exclusive to UM employees.
On-demand webinars and courses
Access the on-demand webinars below, or view a complete list of Fidelity's resources in the
| On-demand webinar/resource | Access seminar |
|---|---|
| Managing My Money: Budget, emergency savings, debt and retirement basics | |
| Tuition tales: The importance of saving early | |
| Assessing your retirement income plan | |
| Charitable giving | |
| Getting started with IRAs | |
| Preparing for a meaningful end of life plan | |
| Talking to your family about money | |
| Preparing for and living in retirement | |
| Planning for college |
Precipio educational resources
Looking to build your financial knowledge? Visit the Percipio (log in using your university username and password) for a selection of books and audio books on various retirement and financial planning and readiness topics
Reviewed 2024-06-26
