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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Branches Overview

Branch Seminars

Whether you're just starting out or an experienced investor, our seminars provide the knowledge needed to help reach your investment goals.

Seminars we offer

Make the most of Fidelity's resources

Meet your retirement goals

Manage your wealth

Take your trading to the next level

Please contact your local investor center for details on how to attend a seminar near you.

We offer quick, easy-to-follow online lessons on a wide range of investment topics.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

4. Fidelity Active Trader Pro^® is available to customers based on household trading activity in a rolling twelve-month period: Households trading 36 times or more are eligible for Active Trader Pro; 72 times or more receive streaming watch lists and static Level II quotes; 120 times or more receive streaming news, streaming Level II quotes, streaming interactive charting, time and sales data and directed trading.

Because of their narrow focus, sector funds tend to be more volatile than funds that diversify across many sectors and companies.

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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

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

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

Annuities: Key Concepts and Considerations

At this introductory seminar, attendees will:

Learn about the potential benefits of annuities: Tax deferral and Income generation
Review the different types of annuities available, their cost, features and limitations
Discuss key considerations and questions to ask when considering an annuity as part of a financial plan

Fundamentals of Retirement Income Planning

This seminar can help you:

Prepare for the potential changes you might face in retirement
Learn how Fidelity can help you create a written retirement income plan
Learn how to turn your savings into income for retirement

Create a Retirement Income Plan to Support Your Lifestyle in Retirement

In this seminar, attendees will:

Get an overview of potential retirement risks
Learn why it is important to have a plan with multiple sources of income
Be introduced to the concept of a diversified income plan

Long Term Care: Considerations and Options

This seminar is designed to help you:

Learn why you need a plan for long term care
Understand what long term care is, how it is provided, and the impact to caregivers
Identify the cost in your area and potential solutions available to help cover long term care expenses

Making Decisions About Your Pension

In this seminar, attendees will:

Learn about the three most common pension options
Be challenged to think carefully about this irrevocable decision, including how it could impact an overall retirement plan
Learn how Fidelity can help both assess pension options now, and provide retirement guidance for long-term

Retirement Planning & Wealth Protection with Annuities

This seminar will help attendees:

Understand how different risks over a lifetime can impact their retirement
Importance of protecting their retirement from risk
Learn how tax-deferred and income annuities might help mitigate some of these risks

Retirement Savings Strategies

In this seminar, you will learn:

Savings strategies and next steps to help you reach your retirement goals
Resources available at Fidelity to help you

What to Know Before Taking Social Security

In this seminar, you will:

Learn about the importance of Social Security with your retirement plans
Understand timing considerations when you decide to take Social Security
Identify four easy steps to help you maximize this important lifetime benefit

Wise Choices for Your Old 401(k)

This seminar can help you:

Understand the options for your old workplace savings accounts
Compare the differences between types of accounts
Learn about the benefits of consolidating your retirement savings

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

Estate Planning and Charitable Giving: Establish and Achieve Your Goals

This seminar, will help you to:

Understand the basics of estate planning strategies and strategic charitable giving
Answer questions you may have regarding wealth transfer strategies
Understand how Fidelity can help put your strategy in motion

Family Conversations: Talking With Your Family about Legacy Planning

In this seminar, attendees will:

Learn why an open dialogue and involving family members in the legacy planning process is an important and vital piece to a successful wealth transfer plan
Understand the goals and learn tips to executing a successful wealth transfer conversation
Discover what specifics topics to consider addressing with their family

Managing Your Money in Today's Complex Environment

In this seminar, attendees will:

Learn about the importance of having a financial plan and maintaining it with the right investment mix
Review five steps to help keep investment strategies on track
Discover how Fidelity can help you simplify the investment decision process.

Tax Efficient 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

Fidelity's Research and Trading Tools

This seminar will introduce you to a variety of Fidelity's powerful research and trading tools, including:

Tools available on Fidelity.com to research stock investment ideas
Active Trader Pro^® software, where you can get more from your online trading experience
Fidelity Mobile^® Apps to easily access stock information and trade on the go

Introduction to Active Trader Pro Platforms^SM

This seminar demonstration is designed to:

Illustrate how to use the tools to track the market, manage your accounts, place trades and more
Highlight key features and tips to efficiently utilize the platform
Get you excited and ready to use Active Trader Pro^®

New to ETFs? 5 Must-ask Questions to Get Started

In this seminar, attendees will:

Discover the basics of exchange-traded funds
Consider how ETFs may benefit an investing strategy
Learn where to navigate for additional information on Fidelity.com

Putting ETFs to Work in Your Portfolio

In this seminar, attendees will:

Discover how ETFs may fit into your investment strategy
Understand key considerations before trading ETFs
Learn how to leverage Fidelity.com to help make investing decisions

Searching for Stock Ideas on Fidelity.com

In this seminar, you'll learn how to:

Use the most independent research, expert screening strategies and analyst track records to do your own advanced stock screening

Seminars we offer

Make the most of Fidelity's resources

Meet your retirement goals

Manage your wealth

Take your trading to the next level

Understanding Bond Pricing

This seminar is designed to illustrate and explain the many forms of bond pricing, as well as:

The differences between valuation pricing and historical trades
Using technology to improve the dynamics of live bond prices
Fidelity’s approach toward bond pricing and reducing trading cost

Understanding Sector Investing

In this seminar, attendees will learn about:

What a sector is and why sectors matter
How sector-based investments can help you achieve different goals with your portfolio
Fidelity's tools and resources to help you find, research and implement sector investing ideas

Using Fidelity's Fixed Income and Bond Investing Tools

In this demonstration you will learn how to use the tools available to support fixed income and bond investing strategies.

Get started by building your portfolio using our advanced search tools including Fidelity's online bond ladder.
Monitor your bond portfolio using the Fixed Income Analysis tool and by subscribing to alerts.

Estate Planning & Charitable Giving: Strategies for Equity Compensation Holders

In this seminar we will:

Provide an overview of some common forms of equity compensation.
Discuss estate planning and charitable opportunities and strategies that could apply if you have equity compensation.

Understanding the CARES Act

The seminar is designed to help attendees:

Understand the important changes to financial plans as a result of the CARES Act and how it impacts the estate plan
Learn what planning opportunities it presents and how Fidelity can help

IRA Planning After the SECURE Act

The seminar is designed to help attendees:

Understand the important changes to your financial plan as a result of the SECURE Act and how it impacts the estate plan
Learn what planning opportunities it presents and how Fidelity can help

Five Money Musts

This seminar is designed to help you:

Learn how to make smart decisions with the money you’ve got today, while building for what you’ll need tomorrow.
Review five core money concepts: Budget, Credit, Debt, Invest and Retire.
Understand how to employ these concepts to help you reach your financial goals

Estate Planning and Family Engagement

In this seminar, attendees will learn:

Estate planning concepts and how engaging their family in vulnerable conversations around Money, Wealth, and Estate Planning can potentially yield better outcomes
Why an open dialogue and involving family members in the legacy planning process is an important and vital piece to a successful wealth transfer plan

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Branch Seminars

Seminars we offer

Make the most of Fidelity's resources

Meet your retirement goals

Manage your wealth

Take your trading to the next level

Find an Investor Center

Fidelity Learning Center

Quarterly Market Update

In this seminar, you'll learn:

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

In this seminar, you'll learn how to:

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

In this seminar, you'll learn how to:

Annuities: Key Concepts and Considerations

At this introductory seminar, attendees will:

Fundamentals of Retirement Income Planning

This seminar can help you:

Create a Retirement Income Plan to Support Your Lifestyle in Retirement

In this seminar, attendees will:

Long Term Care: Considerations and Options

This seminar is designed to help you:

Making Decisions About Your Pension

In this seminar, attendees will:

Retirement Planning & Wealth Protection with Annuities

This seminar will help attendees:

Retirement Savings Strategies

In this seminar, you will learn:

What to Know Before Taking Social Security

In this seminar, you will:

Wise Choices for Your Old 401(k)

This seminar can help you:

Bond Investing Beyond Yield – A Deeper Dive

Attend a three-part seminar for the investor who wants to get more from their bond investing:

Charitable Giving: How to Build Your Impact

This seminar, will help you to:

Demystifying Bond Selection for Your Portfolio

Learn how:

Establishing and Maintaining Your Estate Plan

In this seminar, we'll discuss:

Estate Planning and Charitable Giving: Establish and Achieve Your Goals

This seminar, will help you to:

Family Conversations: Talking With Your Family about Legacy Planning

In this seminar, attendees will:

Managing Your Money in Today's Complex Environment

In this seminar, attendees will:

Tax Efficient Investing

This seminar is designed to help you:

Fidelity's Research and Trading Tools

This seminar will introduce you to a variety of Fidelity's powerful research and trading tools, including:

Introduction to Active Trader Pro PlatformsSM

This seminar demonstration is designed to:

New to ETFs? 5 Must-ask Questions to Get Started

In this seminar, attendees will:

Putting ETFs to Work in Your Portfolio

In this seminar, attendees will:

Searching for Stock Ideas on Fidelity.com

In this seminar, you'll learn how to:

Seminars we offer

Make the most of Fidelity's resources

Meet your retirement goals

Manage your wealth

Take your trading to the next level

Understanding Bond Pricing

This seminar is designed to illustrate and explain the many forms of bond pricing, as well as:

Understanding Sector Investing

In this seminar, attendees will learn about:

Using Fidelity's Fixed Income and Bond Investing Tools

In this demonstration you will learn how to use the tools available to support fixed income and bond investing strategies.

Estate Planning & Charitable Giving: Strategies for Equity Compensation Holders

In this seminar we will:

Understanding the CARES Act

The seminar is designed to help attendees:

IRA Planning After the SECURE Act

The seminar is designed to help attendees:

Five Money Musts

This seminar is designed to help you:

Estate Planning and Family Engagement

Introduction to Active Trader Pro Platforms^SM