Fidelity provides comprehensive support for your unique planning needs.
Bond Investing Beyond Yield – A Deeper Dive
Attend a three-part seminar for the investor who wants to get more from their bond investing:
- Learn about current key economic and credit market trends
- Dive deeper in bond search and research - going beyond yield
- See how different bond investing strategies can be used to build a bond portfolio
Charitable Giving: How to Build Your Impact
This seminar, will help you to:
- Understand the charitable giving vehicles and landscape
- Learn about donor-advised funds and strategic giving
- Identify a way to build a charitable legacy
Demystifying Bond Selection for Your Portfolio
Learn how:
- Fidelity can assist in simplifying the process of fixed income investing
- This seminar covers how the fixed income markets operate and available tools and services that Fidelity provides to help you build and monitor a fixed income portfolio.
Establishing and Maintaining Your Estate Plan
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
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
Tax Smart Investing
This seminar is designed to help you:
- Understand the impact of taxes on your portfolio
- Identify strategies to help you plan for taxes in your portfolio
- Review some upcoming changes in tax law and understand how they impact you
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