Fidelity lineup of workshops to focus on Ask Fidelity, America Saves Week

Fidelity, Purdue's official provider of education, guidance and assistance related to retirement plan investments and decisions, is offering an array of free online Healthy Boiler workshops at a variety of times throughout the month of February, including America Saves Week (ASW) featured workshops. ASW and the workshops offered support the financial wellness pillar of the Healthy Boiler Program.

Ask Fidelity Sessions

Topics of Ask Fidelity sessions currently planned for February include:

• Ask Fidelity: Understanding Your Retirement Plan and All It Has to Offer
  • Feb. 1, 2:30-3 p.m. ET
  • Feb. 3, 1:30-2 p.m. ET
  • Feb. 7, 1-1:30 p.m. ET

• Ask Fidelity: Quarterly Market Update
  • Feb. 15, 1-2 p.m. ET
  • Feb. 22, 1-2 p.m. ET

• Ask Fidelity: How Consolidating Accounts Could Help You Save Time and Money
  • Feb. 23, 1-2 p.m.

The full schedule is available on Fidelity’s schedular webpage. Change the event type to “Virtual Event” to see the available workshops. Note: Check Fidelity’s schedular webpage regularly as new workshops are added throughout the month.

America Saves Week – Feb. 27-March 3

America Saves Week (ASW) 2023, which provides an opportunity to emphasize savings and financial planning for today and in retirement, will take place Feb. 27 through March 3.

Fidelity’s ASW workshops focus on things such as managing money, investing for the future, identifying and prioritizing savings goals and more. ASW is a time to concentrate on taking steps forward in financial wellness and building financial resiliency. 

The full schedule of ASW-related Fidelity workshops is available here. 

Additionally, one-on-one consultations with Fidelity retirement planners are available throughout the year to benefits-eligible faculty and staff. The service is complimentary and planning partners are welcome to join. Services offered include: 

• Helping individuals enroll in defined contribution or voluntary savings retirement plans.
• Answering retirement questions.
• Developing a comprehensive investment strategy.
• Helping individuals plan for retirement income.
• Explaining options for taking money from accounts at retirement.

To schedule a one-on-one appointment, call 800-343-0860 or schedule online. General questions can be directed to Fidelity at 800-544-6868. Employees at the regional campuses also can schedule for their respective campuses via the same number and link.