Fidelity Live Webinars

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

Fidelity Investments offers a variety of financial education workshops to the University of Washington community. There are many ways to attend a class with Fidelity. Whether you want to attend an on-site workshop on your UW campus, join a live web workshop from the comfort of your working space, or listen in to a short lunch and learn session, there is something for everyone and a variety of topics to choose from.  Learn more about the various opportunities to attend financial education workshops with Fidelity below.

Note: For the time being, all in-person campus workshops are being hosted by Fidelity on Zoom. 


Table of Contents

On-Site Workshops
Live, Web Workshops
On-Demand Workshops
Navigating the NetBenefits Website
Workshop Topics and Descriptions


On-Site Workshops

Each month, The Whole U and UW Benefits welcome Fidelity to our campus to present in-person seminars spanning a variety of financial wellness topics. For the time being, all in-person campus seminars are being offered virtually. We look forward to being on campus with you once again in the future!

Click here to visit the NetBenefits website and view upcoming webinars specific for UW employees.

Virtual, UW Sessions Fall 2021:

14-Sep-21 11am PT Navigating Market Volatility
16-Sep-21 12pm PT Turn Your Savings into Retirement Income
12-Oct-21 11am PT Invest Confidently for Your Future
13-Oct-21 11am PT Five Money Musts
9-Nov-21 12pm PT Maximize Social Security in Your Retirement Strategy
10-Nov-21 1pm PT Prepare for the Reality of Health Care in Retirement
11-Nov-21 12pm PT Learn the Basics of When and How to Claim Social Security
14-Dec-21 11am PT Retirement Income Planning for Her
16-Dec-21 12pm PT Navigating Market Volatility

Live, Web Workshops

Alongside the specific University of Washington workshops, Fidelity offers a wide variety of live webinars for all of their clients to join for free. These webinars are offered at various times and dates each month. You can view a list of webinar topics and descriptions below, and see the live schedule by logging in to your NetBenefits account.


 

On-Demand Workshops

Too busy to make a live event? You can watch recordings of Fidelity educational workshops on-demand and at your leisure any time and any place from the NetBenefits website. Filter the event portal by On-Demand Workshops and select the topics that are of most interest to you.


Navigating the NetBenefits Website

With so many workshop options to attend, we want to make sure you’re able to find what you are looking for and register with ease. The following short YouTube video from The Whole U will walk you through how to find, and register for on-site workshops, live web workshops, and on-demand workshops.

Video coming soon!


Workshop Topics and Descriptions

Looking for something specific? Not sure what to expect? The following are webinar topics presented by Fidelity for a UW audience, as a live web workshop, and offered on-demand. Explore each topic below and be sure to search for the sessions of interest to you in your NetBenefits website.


2021 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

2021 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?

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.


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


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


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.


Taking Control: 3 Ways to Start Feeling Good about Your Finances

What you will learn: Build your financial know-how from the ground up in a supportive environment and walk away with 3 specific to-dos: How to build your rainy day fund, prioritize your spending, and manage your debt. Hands-on activities help you craft a real-life financial plan and execute it right away.

After the workshop you will be able do three things:

  • Find the money to create your own rainy day fund and protect yourself from unplanned expenses or emergencies.
  • Understand your spending so you know specifically where your paycheck is going and are confident that your spending aligns with your personal priorities.
  • Make a plan to manage and pay down your debt.

Who should attend: Individuals who are looking to get their financial situation back on track and are feeling motivated to change because of the emotional stress associated with:

  • No rainy day fund in place to cushion for emergencies or unexpected expenses
  • Feeling out of control with spending
  • Overwhelmed by debt and unsure how to pay it down, once and for all