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Financial wellness: Events and education

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
Estate Plans Can Help Protect What Matters Most October 15, 2021 12:00-12:30 p.m. Join virtually from any computer; live presenters are able to answer your questions. Register for a webinar
Creating a Budget You’ll Actually Use October 20, 2021 12:00-12:30 p.m.
Understanding Your Retirement Plan and All It Has to Offer November 10, 2021 12:00-12:30 p.m.
Resetting Your Financial Foundation November 18, 2021 12:00-12:30 p.m.
The Role Roth IRAs can Play in Retirement December 3, 2021 12:00-12:30 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 Fidelity Learning Center.

On-demand webinar/course Access seminar
Create a budget, ditch your debt, and start building for the future Access now
Tuition tales: The importance of saving early Access now
Assessing your retirement income plan Access now
Charitable giving basics (course) Access now
Getting started with IRAs Access now
Preparing for a meaningful end of life plan Access now
Talking to your family about money Access now
Living in retirement Access now
The importance of planning and saving for college (course) Access now

Precipio educational resources

Looking to build your financial knowledge? Visit the Percipio Retirement Channel (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 2024-01-17


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