Retirement Savings Support
Meet With a Retirement Planner
To help you plan for your future, Retirement Planners from Fidelity Investments are on campus regularly to provide one-on-one guidance appointments. Consultations may be conducted in person virtually or over the phone.
To schedule your one-on-one confidential consultation, please visit Fidelity's website or call 800-642-7131.
Fidelity Workshops and Webcasts
Fidelity Wellness Workshop
Fidelity continues to offer very informative live and on demand in-person workshops and webinars. Participate in practical in-personal workshops, where you’ll learn strategies and tips to help manage your financial future with confidence. Visit Employee Support and Well Being under Employee Assistant Program: KGA/Financial Wellness for workshop dates and times.
Date: Thursday, October 9, 2025
Time: 10:00AM - 2:00PM
Location: Usdan Student Center – International Lounge
Registration is required.
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Topics:
10:10 a.m. – 11:00 a.m. Maximize Social Security in Your Retirement Strategy
11:10 a.m. – 12:00 p.m. Estate Planning: Preserving Your Savings for Future Generations
12:10 p.m. – 1:00 p.m. Fundamentals of Retirement Income Planning
1:00 p.m. – 1:45 p.m. Prepare for the Reality of Healthcare in Retirement
Lunch will be provided.
Join us for Retirement Planning Day, sponsored by Fidelity. Representatives from Fidelity Investments will be onsite. During the day you’ll learn helpful strategies, tips and actionable steps that can help you prepare for retirement and a chance to enter the raffle. This event will be offered to Brandeis employees age 55 and older along with your spouse/partner. We hope to see you there!
If you are not able to attend the Retirement Planning Day you can meet with a Fidelity Planner on campus, virtually or over the phone to help you plan for your future. To schedule your one-on-one confidential consultation, please visit Fidelity’s website.
Women Talk Money - Register for Upcoming Events
Great articles to read during volatile times:
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3 reasons to stay invested right now [nb.fidelity.com] (Article on NetBenefits)
- Learn how to diversify [nb.fidelity.com] (Article on NetBenefits)
On-demand videos that you can watch at any time:
Questions?
If you have additional questions about this service, contact Fidelity Investments at 800-343-0860 or online at www.netbenefits.com/brandeis.