CW Vol 2 Ed. 29 - Summer Savings & Smart Moves: Your Financial Wellness Awaits!

Financial wellness is a key part of your overall well-being. Fidelity, our company's 401(k) provider, sponsors workshops and Learning Centers to support financial wellness for all employees and their families. Are you ready to boost your financial wellness this summer, or help the young people in your life with financial literacy? Fidelity’s Summer Learning Webinars offer engaging, live online workshops designed to empower you on your financial journey—completely free and conveniently accessible! And their Learning Centers are a great place for newcomers to take their first step toward financial wellness!

Financial Wellness Made Easy—Here’s What to Expect from Webinars

Why you will want to join:

  • Easy Access: Tune in from your computer or smartphone—learning about your finances has never been easier or more convenient!

  • Perfectly Personalized: Whether you're just starting to save, juggling multiple financial priorities, or preparing for retirement, there's a session tailored just for you.

  • Flexible Scheduling: Choose from multiple webinars offered daily. Attend as many as you'd like to maximize your financial know-how!

  • Expert Advice: Get real-time answers from Fidelity’s friendly virtual education specialists who are ready to help you navigate your financial questions.

Ready to Join the Fun? Here's How

All employees have access to the Fidelity Webinars by using the email address we have on file. Create a login, explore upcoming sessions and easily register at:

netbenefits.fidelity.com/livewebmeetings.

Check out the full schedule for the summer at fidelity.com/NetBenefitsWorkshops or see the attached calendar!

Share the Wealth!

Invite your family to explore Fidelity resources and enhance their financial literacy too!

Fidelity Learning Center - This website is designed to help you learn. Learn about things like:

  • What’s inside the new tax act? How the sweeping new legislation could affect your taxes.

  • US tarriffs: What comes next? Balanced positioning may benefit investors amid trade uncertainty.

  • HSA reimbursement guide. Pay yourself back for qualified medical expenses.

  • CD vs. high-yield savings account. Find out which option might be right for you.

Fidelity Student Learning Center - Personal finance for students, teaching teens smart money habits. Get the tips and insights you need to help set them up for success.

Fidelity Youth - A teen-owned brokerage account that gives teens ages 13–17 the power to save and invest their own money—while letting parents stay connected.

Learn. Plan. Grow. Make this summer your financial turning point.

Education Topic Include:

  • Investing for Beginners

  • What is Financial Wellness and Why is it Important?

  • Identify and Prioritize your Savings Goals

  • Managing My Money: Budget, Emergency Savings, and Debt Basics

  • Create a Budget and Build Emergency Savings

  • Fundamentals of Retirement Income Planning

LEARN MORE!

Fidelity Learning Center - https://www.fidelity.com/learning-center/overview

Fidelity Student Learning Center - https://www.fidelity.com/learning-center/personal-finance/personal-finance-for-students

Fidelity Youth Account - https://www.fidelity.com/go/youth-account/overview

View this newsletter here.

7/16/2025

Next
Next

CW Vol 2 Ed. 28 - Understanding Lyme Disease & Tick-Borne Co-Infections