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. | |
| 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
| On-demand webinar/course | Access seminar |
| Create a budget, ditch your debt, and start building for the future | |
| Tuition tales: The importance of saving early | |
| Assessing your retirement income plan | |
| Charitable giving basics (course) | |
| Getting started with IRAs | |
| Preparing for a meaningful end of life plan | |
| Talking to your family about money | |
| Living in retirement | |
| The importance of planning and saving for college (course) |
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 2024-01-17
