Financial Education

Connect with a Fidelity One-on-One Consultant

Fidelity Workplace Financial Consultants are licensed professionals experienced in helping people address their immediate financial needs while also planning for their financial futures. The planning service that Fidelity provides is complimentary and is provided as part of your caregiver benefits paid by your employer. Call 800-642-7131 to speak with a consultant now or schedule your complimentary and confidential session with a Fidelity consultant to discuss what’s keeping you up at night.

Schedule Here

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Learning events

Fidelity conducts live webinars each month that cover a broad range of financial topics. The link will redirect you to Saba Cloud, which hosts Fidelity’s learning content.

Register Here

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Financial Wellness Checkup

Whether you're dealing with debt or unexpected expenses, knowing where you stand is the first step to financial fitness.

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Good account hygiene and safety

Use these handouts to make sure that your account stays up-to-date and protected.

Account Hygiene

Account Safety