Events

BrightPlan – Tax Planning Basics: Tips and Strategies for Tax Season

Friday, February 3
10–11 a.m. PT 

Learn tax planning strategies to help you plan your income.

Register here


Financial Knowledge – Organizing and Managing your Finances

Tuesday, February 14
12–1:30 p.m. PT

Assume responsibility for your financial future, and develop an action plan for achieving your financial goals.

Register here


Fidelity – 1:1 sessions

Wednesday, February 15
9 a.m.–4 p.m. PT

Let an experienced representative help you develop a comprehensive plan that integrates your 401(k) savings plan(s) with your overall financial goals.

Register here


meQuilibrium – Calm-Cast: Emotionally Exhausted? Your Plan for Recovery

Thursday, February 16
9–9:30 a.m. PT
6–6:30 p.m. PT 

Feeling worn out and drained from compassion fatigue?  Discover what the telltale signs are and the key strategies for recovering from it.

Register here


Fidelity – How to Manage Money, Deal With Debt, and Create a Financial Legacy

Thursday, February 16
11 a.m.–12 p.m. PT

Recognizing Black History Month, we’re bringing leading Fidelity representatives and Tiffany “The Budgetnista” Aliche to talk about preparing a financial future, making decisions to help you save more money, and creating a financial legacy.

Register here


BrightPlan – Get Started with BrightPlan

Friday, February 17
10–10:45 a.m. PT

Learn easy ways to keep track of money, set financial goals and chat with a financial advisor.

Register here


Fidelity – 1:1 sessions

Wednesday, February 22
9 a.m.–4 p.m. PT

Let an experienced representative help you develop a comprehensive plan that integrates your 401(k) savings plan(s) with your overall financial goals.

Register here


Financial Knowledge – Tax Planning Strategies

Thursday, February 23
12–1:30 p.m. PT

Better able to understand tax reduction strategies available to them based on recent changes to the federal tax law.

Register here


BrightPlan – Retirement Planning Roundtable

Friday, February 24
10–11 a.m. PT

BrightPlan is here to answer you questions about retirement.  
When can I retire?
How much do i need?
Am I on track?

Register here


Fidelity – How to Plan for the Income You’ll Need in Retirement

Tuesday, February 28
12–1 p.m. PT

Learn how to create a retirement income plan, and explore the risks that can affect it.

Register here