Fidelity financial education

Start planning for the future now

It’s never too early to start planning for your financial future. But where do you begin? Fidelity offers a wealth of resources to support you on the road to financial wellness.

Fidelity representatives are available to give you one-on-one guidance by phone. Call 800-603-4015 to speak with a Fidelity Planning and Guidance representative.

Fidelity near you

Meet face-to-face with a Fidelity financial guidance professional at a Fidelity Investor Center in your area. The centers are open to all employees, offering financial planning and assistance for those nearing retirement. Find a location near you at fidelity.com/branchlocator.

On-line financial education

Web-based financial education is available on Fidelity NetBenefits through gdbenefits.com:

• Log in with your user name and password.
• From the home page, select "Library" from the top menu bar.
• Scroll to the bottom of the page and choose “Workshops” on the left side of the page.
• A page will open with a link to Fidelity’s Event Registration system hosted by SumTotal. Choose this link, and on the next page, click “Continue.”On the Event Registration system, choose the tab for either “On-Demand Workshops” or “Live Web Workshop” and register for the event of interest.

Fidelity Financial Wellness Microsites

Learn how to live well financially, now and into retirement. Fidelity’s Plan for Life series of interactive tools and informative articles are ready when you are, with no login required.

• Financial wellness assessment: launch an engaging experience that you customize at fidelity.com/mymoneycheckup.
• Fidelity Overview: Get help figuring out the nuts and bolts of your financial life at fidelity.com/mymoneyoverview.
• Fidelity Firsts: Use these articles, tools and videos to plan for life’s firsts, like getting married, buying a home or starting a family at fidelity.com/mymoneyfirsts.
• Fidelity Lifestyle: Explore what’s on the horizon - preparing for retirement, saving for college, caring for aging parents and more at fidelity.com/mymoneylifestyle.