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Financial wellness: Events and education


Live webinars (any location)

Live webinars 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
Check back soon! TBA TBA Join virtually from any computer; live presenters are able to answer your questions. TBA

Webinars

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
Build your portfolio Access now
Charitable giving basics (course) Access now
Getting started with IRAs Access now
Essentials of investing (course) Access now
Preparing for a meaningful end of life plan Access now
How to help prevent elder financial abuse (course) Access now
Social Security basics Access now
The importance of planning and saving for college (course) Access now

myLearn educational resources

Looking to build your financial knowledge? Access books on setting financial goals, budgeting, debt-management, saving, and investing on myLearn. There are many financial wellness resources available through myLearn; a selection to get started is provided below. To access these resources, log in to myLearn and from the top menu select Browse the Library > select your campus. Then, in the left-hand menu, choose Wellness Incentive > Empower and Appreciate. Once in the Empower and Appreciate folder, you'll have access to all the titles below.

Topic Resources title Author Page count Recommended reading
Debt The Debt-Free Spending Plan: An Amazingly Simple Way to Take Control of Your Finances Once and for All JoAnneh Nagler 289 Entire book
Log in and read in myLearn
Debt The Everything Personal Finance in Your 20s & 30s Book: Erase Your Debt, Personalize Your Budget, and Plan Now to Secure Your Future Debby Fowles 320 Entire book
Log in and read in myLearn
Finance Financial Freedom: A Guide To Achieving Lifelong Wealth And Security Reuben Advani 153 Entire book
Log in and read in myLearn
Finance Kiplinger's Money-Smart Women: Everthing You Need to Know to Achieve a Lifetime of Financial Security Janet Bodnar 256 Entire book
Log in and read in myLearn
Finance Smart Women, Smart Money: Live the Life You Want! Joan Baker 175 Entire book
Log in and read in myLearn
Retirement planning Plan for Your Prosperity: The Only Retirement Guide You'll Ever Need, Starting Now - Whether You're 22, 52, or 82 Ken Fisher and Laura Hoffmans 192 Entire book
Log in and read in myLearn

Reviewed 2021-01-13