Fidelity Offering Workshops to Help Manage Your Financial Future
MCPS and Fidelity Investments are hosting upcoming virtual workshops to help employees reduce financial stress and enjoy financial freedom. Details and registration links are below:
Wednesday, Oct. 11, 8 p.m.
Maximize Social Security in Your Retirement Strategy: Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.
Wednesday, Oct. 25, 8 p.m.
Make the Most of Your Retirement Savings: Learn how to maximize your retirement savings, ways to save for retirement beyond your workplace savings plan, and steps you can take today to get prepared for retirement.
Thursday, Nov. 9, 8 p.m.
Preserving Your Savings for Future Generations: If you want to learn about the basics of estate planning, this workshop will help you get a general understanding of what assets are potentially taxable and how they might be distributed; learn the importance of a living will and health care proxy, as well as the basics of trusts, gifting and possible insurance replacement strategies.
Thursday, Nov. 16, 6 p.m.
Organize, Plan and Own Your Future: Making Financial Health a Priority for Women: Helping You Demand More from Your Money. Designed for women investors, this workshop will show you how to organize your investments and help build a plan to meet your financial goals.
Thursday, Dec. 14, 8 p.m.
Fundamentals of Retirement Income Planning: Learn how the building blocks of an income plan can offset the key risks in retirement, as well as how you can use Fidelity’s resources to feel more confident as you prepare to make the move from saving to spending.
Register for Q4 2023 Fidelity Investments Webinars