Fidelity Live Webinars

Posted on by Anna Tegelberg. This entry was posted in Financially Fit, Whole U Program Information. Bookmark the permalink.

Looking to explore your retirement options with Fidelity Investments?

Click here to check out Fidelity’s virtual benefits fair during this open enrollment period. 


Throughout the year, The Whole U hosts Fidelity Investments on campus to present various financial education seminars. Can’t make it in person? Join Fidelity Investments online for a live webinar! From learning about savings and retirement best practices to investing and the market, there’s a variety of informative live webinars one click away.

These webinars are hosted on the Fidelity NetBenefits website, click here to login and register to attend one. Below are upcoming webinars, updated monthly. Scroll through for an overview of each, to view upcoming dates, and to register.

Webinar Topics:


2020 Manage Unexpected Events and Expenses

What you will learn: With the current economic conditions, you may be evaluating how to make ends meet.

This workshop will help you to learn:

  • How to assess your spending and take control of your budget
  • Considerations for taking money from a workplace savings plan
  • Ways Fidelity can support you

Webinar sessions:


2020 Navigating Market Volatility

What you will learn:
With the market’s recent downturns, you may be concerned about the retirement savings you’ve worked so hard to build potentially being in jeopardy.

Get answers to questions like these:

  • Should I change how I’m invested to something less risky?
  • Should I move to cash right now?
  • How do I pull my money out of the market?
  • Why should I put more into my retirement savings plan?

Webinar session:


Create a Budget, Ditch Your Debt, and Start Building for the Future

What you will learn: This workshop will educate you on strategies, tools, and tips for balancing paying down your debt with saving for future goals.

After the workshop you should be able to:

  • Identify the three core components of a sound budget
  • Get control over prioritizing your debt
  • Find ways to save more

Who should attend: This workshop is intended for those who would like to learn more about managing their finances so they may be able to save more for retirement or other financial goals.

Webinar sessions:


Five Money Musts

What you will learn: During this workshop, you will learn about five basic money concepts to help you start your financial journey on the right foot.

After the workshop you should be able to:

  • Understand what a budget is and why you need one
  • Know how to use credit and manage debt
  • Recognize how investing can help you reach your money goals

Who should attend: Individuals who are just starting to think about how to manage their money

Webinar sessions:


Get a Handle on Your Current Student Loan Debt

What you will learn: During this workshop, you will learn about a variety of student loan repayment options and strategies to help you find a better way to pay off your student debt.

After the workshop you should be able to:

  • Understand a wide range of student loan repayment options
  • Use Fidelity’s helpful student debt resources and tools to evaluate your current loan situation and determine next steps for tackling your student debt

Who should attend: Individuals with student loan debt who want to find a better way to pay it off.

Webinar sessions:


Get Started and Save for the Future You

What you will learn: This workshop is designed for employees not participating in their workplace savings plan, or participants enrolled and not deferring the maximum amount or not taking advantage of their company match (if applicable).

After the workshop you should be able to:

  • Understand the benefits of enrolling in your workplace savings plan
  • Learn the steps to enroll in your plan
  • Estimate how much to save for retirement
  • Recognize the benefits of increasing your contributions

Who should attend: This workshop is for individuals who are not participating in their workplace savings plan or those who would like to learn how to save more.

Webinar sessions:


Identify and Prioritize Your Savings Goals

What you will learn: This workshop will help you start to think about the savings goals that are important to you and understand how you can achieve them.

After the workshop you should be able to:

  • Identify, prioritize and fund your savings goals
  • Understand where to save for each goal
  • Take your next steps and save for your goals

Who should attend: This workshop is for individuals who want to save for multiple financial goals.

Webinar sessions:


Invest Confidently for Your Future

What you will learn: This workshop will help you feel confident about your investments and understand how to build a long-term plan.

After the workshop you should be able to:

  • Define your savings goals
  • Build an investment plan to help you optimize your savings
  • Understand the importance of continuously managing your plan

Who should attend: This workshop is for individuals who are interested in learning how to manage their investments.

Webinar sessions:


Learn the Basics of When and How to Claim Social Security

What you will learn: This workshop will help you better understand your options for Social Security so that you can determine when and how to claim your benefit.

After the workshop you should be able to:

  • Understand how Social Security works
  • Know considerations for how to claim your Social Security benefit
  • Decide when to take your Social Security benefit

Who should attend: This workshop is for individuals who are interested in learning about when to claim Social Security.

Webinar sessions:


Make the Most of Your Retirement Savings

What you will learn: This workshop will help you learn how to maximize your retirement savings, as well as additional ways to save money for retirement beyond your workplace savings plan, and steps you can take today to get prepared for retirement.

After the workshop you should be able to:

  • Recognize the importance of saving as much as possible for retirement
  • Know how much to save for retirement and the benefits of saving more
  • Understand different account types you can use to save for retirement
  • Learn ways to preserve and grow your savings to last throughout your lifetime

Who should attend: This workshop is for individuals who are two to 10 years from retirement, are 55 years old or older, and who would like to learn how to develop a retirement income plan.

Webinar sessions:


Maximize Social Security in Your Retirement Strategy

What you will learn: This workshop will help you learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.

After the workshop you should be able to:

  • Recognize how to use Social Security for your retirement paycheck
  • Understand important Social Security claiming strategies
  • Take the next step to create your retirement income plan

Who should attend: This workshop is for individuals who are interested in learning how to get the most from their Social Security benefit and create their retirement paycheck.

Webinar sessions:


Organize, plan & own your future – Making Financial Health a Priority for Women

What you will learn: This workshop is designed primarily for women investors. It will help you understand various investment options, determine your investing personality, and find the right investment mix for your goals.

After the workshop you should have an understanding of:

  • The principles of budgeting and saving
  • How to design an investment plan to meet your unique goals
  • How to keep your investment plan on track

Who should attend: Participants who wish to take increased control of their finances, and move from savers, to investors.

Webinar sessions:


Prepare for the Reality of Health Care in Retirement

What you will learn: This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.

After the workshop you should be able to:

  • Estimate your health care costs and factor them into your retirement paycheck
  • Understand your options for health care coverage before and after age 65
  • Successfully plan for your retirement health care costs

Who should attend: Individuals nearing retirement who want a better understanding of health care options in retirement.

Webinar sessions:


Preserving Your Savings for Future Generations

What you will learn: This workshop will help you learn how to establish an estate plan and identify strategies to help preserve the assets you have accumulated to provide for those most important to you.

After the workshop you should be able to:

  • Understand the key components of an estate plan
  • Know the importance of beneficiary designations
  • Comprehend gifting and insurance replacement strategies

Who should attend: This workshop is for individuals who are interested in learning about estate planning.

Webinar sessions:


Quarterly Market Update

What you will learn: This presentation will provide you with an update on the financial markets.

After the workshop you should be able to:

  • Know what happened in the financial markets in the previous quarter
  • Recognize how the different asset classes performed in the previous quarter
  • Understand investment concepts that may help you with your investment strategy

Who should attend: This workshop is for individuals who want to learn more about the current market conditions and how they can impact an investment strategy.

Webinar sessions:


Take the First Step to Investing

What you will learn: This workshop will help you understand key investing concepts, common investment types, how to select a mix of different investments, the benefits of investing in your workplace savings plan and how to choose your investment approach.

After the workshop you should be able to:

  • Understand the basics of investing
  • Recognize the importance of asset allocation and diversification
  • Identify your investment approach

Who should attend: This workshop is for individuals who are interested in learning how to start investing.

Webinar sessions:


Turn Your Savings Into Retirement Income

What you will learn: This workshop will help you learn why it’s important to have a plan for generating income in retirement, factors to consider when transitioning your savings into retirement income and how to develop a retirement income plan.

After this workshop you should be able to:

  • Recognize the benefits of having a retirement income plan
  • Know important considerations for retirement income and expenses
  • Understand which income strategies may fit your needs for retirement

Who should attend: This workshop is for individuals who are nearing retirement and need help building an income plan.

Webinar sessions:


Your College Savings Options

What you will learn: This workshop will review the various options for funding a college education and strategies to help you effectively plan and save.

After the workshop you should be able to:

  • Better understand the college finance system
  • Create a plan to fund college savings
  • Understand the different investment vehicles for college savings

Who should attend: This workshop is for individuals who are interested in planning and saving for a college education.

Webinar sessions: