- This event has passed.
May Financial Literacy Series
May 3, 2021 @ 10:00 am - 2:00 pm
One event on May 12, 2021 at 10:00 am
One event on May 25, 2021 at 10:00 am
Improve your financial wellness with the Financial Literacy Series through UFHR Wellness.
May 3, 1:00 p.m. Budgeting – The 50/15/5 rule
May 12, 10 a.m. Turn Your Savings Into Retirement Income
This workshop teaches you to:
- Recognize the benefits of having a retirement income plan
- Know important considerations for retirement income and expenses
- Understand which income strategies may fit your needs for retirement
This workshop will be led by a Fidelity Virtual Education Consultant.
May 25, 10 a.m. Ask Fidelity Topic: “Are you invested in the right kind of accounts for taxes?”
Financial education in bite-sized chunks. This is a way for you to get help with general financial wellness questions, plan provisions, or directions to resources available. Join the session for 30 minutes, 15 minutes, or even 5 minutes to get answers to your questions. Plus, during this session, you can specifically learn more about the tax considerations as it relates to investments.
This session will be led by a Fidelity Retirement Planner.