Need Retirement Planning Help? Schedule a Fidelity Session Today!

Looking for assistance with your retirement planning? Sign up now for a Fidelity Investments’ Retirement Planning Session. Planners are available to assist eligible participants in one-on-one sessions in person or by telephone during which they’ll get to know you and your financial goals. Visit the Fidelity website to make an appointment or call 800-642-7131. Building a financial plan for tomorrow starts with the little steps you can take today. Take advantage of this benefit and tap into the education, resources and support Fidelity Investments provides.

Sign up for a Retirement Planning Session with Fidelity Investments

Looking for assistance with your retirement planning? Sign up now for a Fidelity Investments’ Retirement Planning Session for help. Planners are available to assist eligible participants in one-on-one sessions in person or by telephone during which they’ll get to know you and your financial goals. Visit the Fidelity website to make an appointment, or call 800-642-7131. Building a financial plan for tomorrow starts with the little steps you can take today. Take advantage of this benefit and tap into the education, resources and support Fidelity Investments provides.

Attend a Financial Health Workshop for Women

As many as 90 percent of women may find themselves solely responsible for their finances, according to the United States Department of Labor. That’s why it’s vital for all women to engage in managing their financial health. To get the conversation started, UMass Memorial Health Care and Fidelity Investments invite you to a special workshop titled “Organize, Plan and Own Your Future” at the Beechwood Hotel June 7 at 5:30 pm. To register, visit the Fidelity website and select “Attending a special event,” or call 800-642-7131.

Sign up for a Retirement Planning Session with Fidelity Investments

Looking for assistance with your retirement planning? Sign up now for a Fidelity Investments’ Retirement Planning Session for help. Planners are available to assist eligible participants in a one-on-one session in person or by phone where they’ll get to know you and your financial goals. Visit www.getguidance.fidelity.com to view the schedule and make your appointment or call 800-642-7131. Building a financial plan for tomorrow starts with the little steps you can take today. Take advantage of this benefit and tap into the education, resources and support Fidelity Investments provides.

Need Help with Retirement Planning? Sign up for Fidelity Session

Looking for assistance with your retirement planning? Sign up now for a Fidelity Investments’ Retirement Planning Session for help. Planners are available to assist eligible participants in a one-on-one session where they’ll get to know you and your financial goals. Visit www.getguidance.fidelity.com to view the schedule and make your appointment or call 800-642-7131. Building a financial plan for tomorrow starts with the little steps you can take today. Take advantage of this benefit and tap into the education, resources and support Fidelity Investments provides.

Join Fidelity Workshop on 401(k) Pretax and Roth Contributions

Did you know you have a choice when it comes to contributing to your UMass Memorial Health Care 401(k) Plan account? You can choose to make “pretax” contributions, after-tax (“Roth”) contributions or a combination of the two. To learn more about these two different contribution options and what might be right for you, join Fidelity Investments for an educational workshop from noon to 12:45 pm:

  • Memorial Campus – September 8
  • Hahnemann Campus – September 20
  • University Campus – September 27

Register for a workshop online or by calling 800-642-7131.

Fidelity Offers Resources: Reduce Debt to Boost Financial Wellness

Student loans, credit card balances, car loans and mortgages are a part of life, and research from Fidelity Investments has shown that taking on debt can weigh on a person’s sense of well-being. Are you asking yourself: Which debt should I focus on paying off first? How can I save at the same time? What are my options to potentially reduce my student loan balance more quickly and save on interest payments? What factors should I consider before deciding to shorten or pre-pay my mortgage before retiring? For answers, look out for an email from Fidelity Investments later this month providing resources to tools, articles and short videos.

Join Fidelity Workshop to Learn Smart Ways to Save for College

Representatives from Fidelity Investments will be on campus later this month to conduct workshops to help you develop a college savings plan for yourself or your children. Each session will cover: current and projected future costs of college to help you save accordingly, various available payment options and tax-advantaged options to save for college, how your college savings may impact financial aid, and a wealth of tools and resources that help make it easy to start planning and saving for college. Join a Fidelity workshop noon to 12:45 pm:

  • Thursday, August 24, Memorial Campus, Memorial 1 Conference Room
  • Wednesday, August 30, University Campus, Goff S2 307 A/B Conference Room

To register for a workshop, visit the Fidelity Investment’s website or call 800-642-7131.

Sign up for Fidelity Investments’ Retirement Planning Sessions

Looking for assistance with your retirement planning? Fidelity Investments retirement planners are available to assist eligible participants at a one-on-one session where they’ll get to know you and your financial goals. Visit www.getguidance.fidelity.com to view the schedule and make your appointment or call 800-642-7131. Building a financial plan for tomorrow starts with the little steps you can take today. Take advantage of this benefit and tap into the education, resources and support Fidelity Investments provides.

Sign up for Fidelity Investments’ Retirement Planning Sessions

Looking for assistance with your retirement planning? Fidelity Investments retirement planners are available to assist eligible participants at a one-on-one session where they will take the time to get to know you and your financial goals. Visit www.getguidance.fidelity.com to view the schedule and make your appointment or call 800-642-7131. Building a financial plan for tomorrow starts with the little steps you can take today. Take advantage of this benefit and tap into the education, resources and support Fidelity Investments provides.