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Financial wellness: Events and education


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
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 èßäappemployees.

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/resource Access seminar
Managing My Money: Budget, emergency savings, debt and retirement basics
Tuition tales: The importance of saving early
Assessing your retirement income plan
Charitable giving
Getting started with IRAs
Preparing for a meaningful end of life plan
Talking to your family about money
Preparing for and living in retirement
Planning for college

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 2024-06-26

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