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 | Register via Fidelity Event Search |
| 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 Fidelity Learning Center.
| On-demand webinar/resource | Access seminar |
|---|---|
| Managing My Money: Budget, emergency savings, debt and retirement basics | Access now |
| Tuition tales: The importance of saving early | Access now |
| Assessing your retirement income plan | Access now |
| Charitable giving | 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 |
| Preparing for and living in retirement | Access now |
| Planning for college | 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 2024-06-26
