October 29, 2018

Free webcasts from Fidelity to cover estate planning, retirement income

Purdue's retirement partner, Fidelity, is offering upcoming webcasts to present practical tips to help employees live well financially, today and tomorrow. All webcasts are free, and employees do not need to have a Fidelity account to participate.

* “Role Reversal: Talking Estate Planning with Your Older Loved Ones” will be offered 1-2 p.m. Wednesday (Oct. 31) and repeated 3-4 p.m. Thursday (Nov. 1).

Taking care of loved ones as they age can come with a unique set of challenges and decisions. Join a candid conversation about how and when to bring family into the planning process. Learn about estate planning and how to prepare for handling such topics as incapacitation or assisted living for those facing disability or illness.

* “Creating Your Retirement Income Plan” will be offered 1-2 p.m. Nov. 7 as well as from 1-2 p.m. Nov. 8.

How do you shift from saving for retirement to spending in retirement and make sure you don’t run out of money? Learn how Fidelity can help build a retirement income plan to help you make good decisions about spending and investments all throughout retirement.

Visit the Fidelity Webcast Hub to sign up for any of these webcasts. Replays of all sessions will be available for those who are interested but cannot watch at the above times.

For assistance with maximizing retirement savings and other financial goals, make time to meet with a Fidelity representative or call Fidelity customer service at 800-343-0860.


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