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Make the Most of Fidelity’s Resources

Build a Portfolio for Any Weather

In this seminar, you’ll learn how to:

  • Utilize important investing principles such as asset allocation and diversification
  • Develop an investment strategy to help you reach your financial goals
  • Put your investment strategy into motion
Diversification does not ensure a profit or guarantee against loss

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College Planning: Your College Savings Choices

In this seminar, you’ll learn:

  • The difference between the various college savings options
  • How federal tax laws affect college savings and the 529 Plan in particular
  • How low-cost Fidelity-managed 529s can help you reach your college savings goals
The UNIQUE College Investing Plan, U.Fund College Investing Plan, Delaware College Investment Plan, Fidelity Arizona College Savings Plan, and ScholarShare College Savings Plan are offered by the State of New Hampshire, MEFA, the State of Delaware, the Arizona Commission for Postsecondary Education, and the ScholarShare Investment Board (an agency of the state of California), respectively, and managed by Fidelity Investments. If you or the designated beneficiary is not a New Hampshire, Massachusetts, Delaware, Arizona, or California resident, you may want to consider, before investing, whether your state or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.

Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.

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Quarterly Market Update

In this seminar, you’ll learn:

  • The driving forces behind recent developments influencing the financial markets and the U.S. economy
  • The factors affecting the performance of domestic and international equity markets
  • What drives changes in bond-market interest rates and valuations

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Top Things to View and Do on Fidelity.com - Introduction

In this seminar, you’ll learn how to:

  • Log into Fidelity.com and view your accounts
  • Find key forms, open accounts, and understand Fidelity's commitment to your security
  • Sign up for e-Delivery, money movement between your accounts, and more to help manage your account

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Top Things to View and Do on Fidelity.com - Intermediate

In this seminar, you’ll learn how to:

  • Trade stocks, options, bonds, and mutual funds online, and set up watch lists and alerts
  • Generate investment ideas with our free, independent research
  • Plan ahead using powerful planning and monitoring tools

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