If you or a woman you care for wants to take charge of her financial future, help is available. Fidelity Investments, U-M’s trusted partner for its Basic Retirement Plan, is offering special events during Women’s History Month in March.
Exclusive Events for Women
Fidelity will host Women Talk Money, a virtual, pop-up event created for Women’s History Month. Live forums will take place on Wednesday, March 10, and Wednesday, March 24. Special guests include Jean Chatzky, CEO of HerMoney.com, 25-year financial editor at NBC News and financial ambassador for AARP; Tiffany Dufu, author of Drop the Ball and founder/CEO of The Cru, a peer coaching platform for women; and more.
Women-centric topics scheduled are:
- Unique factors for women in planning their financial futures
- The connection between financial, physical and mental health
- Weekly action steps that can help you chart your financial future
For more information, go to Fidelity’s website.
Live in March
Fidelity's and TIAA’s free webinars in March include:
Fidelity
Wednesday, March 10 – noon
Identify and Prioritize Your Savings Goals
Thursday, March 25 – noon
Fidelity Personalized Planning & Advice
TIAA
Tuesday, March 16 – noon
The SECURE Act Revealed
Tuesday, March 16 – 3 p.m.
Strategies for Staying on Track
Wednesday, March 17 – noon
Social Security Basics
Wednesday, March 17 – 3 p.m.
Retiring in the New Normal
All times are EST. Reserve your spot at fidelity.com/learning-center/events/overview and TIAA.org/webinars.
Schedule a One-on-One
If person-to-person interaction is more your style, schedule a visit virtually, by phone or by live chat. Fidelity and TIAA reps can share their online screens during these meetings so you’ll see what they see for a better discussion.
These consultations with Fidelity and TIAA’s knowledgeable staff are free. To schedule:
Visit Fidelity's new scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight, EST.
Visit tiaa.org/schedulenow or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m., EST.
Once you set up an account, you can perform most transactions using online tools. More information is available at fidelity.com and tiaa.org.
