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.
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.
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.
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.
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.
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.
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.
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.
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?
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.