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Manage Your Wealth

Fidelity provides comprehensive support for your unique planning needs.

In this seminar, we’ll help you to:

Understand the charitable giving landscape
Learn about donor-advised funds
Identify the best way to support your favorite causes

The Fidelity^® Charitable Gift Fund is an independent public charity with a donor-advised fund program. Various Fidelity companies provide investment management and administrative services to the Gift Fund. Fidelity and Fidelity Investments are registered service marks of FMR LLC, used by the Gift Fund under license.

If your state is not listed, call 877–FIDELITY

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Learn how:

Fidelity can assist in simplifying the process of fixed income investing
This seminar covers how the fixed income markets operate and individual bond selection through Fidelity.com

In general, the bond market is volatile, and bond prices rise when interest rates fall and vice versa.

If your state is not listed, call 877–FIDELITY

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In this seminar, we’ll discuss:

The basics of estate and gift taxes
Revocable, credit shelter, charitable, and life insurance trusts
Where to get more information to assist you in estate planning

The tax and estate planning information provided is general in nature and for informational purposes only. It should not be considered legal or tax advice. Fidelity does not provide legal or tax advice. Always consult an attorney or tax professional regarding your legal or tax situation.

If your state is not listed, call 877–FIDELITY

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Is a Professionally Managed Account Right for You?^1,2

Attend this seminar to help you:

Learn about the markets and how professionals meet the challenges of investment management
Evaluate your current approach to investing, and decide if professional portfolio management makes sense for you¹
Discover how Fidelity can help you simplify the investment decision process

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity Portfolio Advisory Service® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity Private Portfolio Service® may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB (“FPT”), a federal savings bank or Fidelity Management Trust Company (“FMTC”). Non-deposit investment products and trust services offered through FPT and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.

Brokerage services provided by Fidelity Brokerage Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC. Custody and other services provided by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC.