Financial Wellness Workshop

Take control of your finances!
And earn 25 Wellness Points.

The UM System Office of Human Resources – Retirement Department offers a number of in-person and online resources to help you feel more in control of your overall financial picture.

Learn strategies and tips to help you manage your financial future with confidence during a complimentary:

  • Live Web Workshops: Join virtually from any computer. Live presenters are available to answer your questions. Earn 25 Wellness Points.
  • 1:1 Consultations: Meet with a licensed representative to help you create a plan for your financial goals.

Live Web Workshops

Fidelity® Personalized Planning & Advice
If you’re interested in affordable retirement planning help:
Together, we’ll create a plan, put the plan into action, and track your progress against your stated goals. With ongoing management of your investments, Fidelity will support you as your life and your financial situation evolve.

Fidelity® Personalized Planning & Advice at Work (“FPPA”) is a service of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC. Both are registered investment advisers, are Fidelity Investments companies, and may be referred to as “Fidelity,” “we,” or “our” within. For more information, refer to the FPPA Terms and Conditions. When used herein, FPPA refers exclusively to Fidelity Personalized Planning & Advice at Work. This service provides advisory services for a fee.

Date & Time  – February 5, 2019 – 1 PM Central Time

Quarterly Market Update
For advanced investors
Get the latest market update, including U.S. Equity, International Equity, and Fixed Income markets, as well as macro- and micro-economic updates.

Date & Time – February 26, 2019 – 1 PM Central Time

Your College Savings Options
If you want to learn ways to save and pay for college:
Learn about options for funding a college education and strategies to help you effectively plan and save.

Date & Time – March 19, 2019 – 1 PM Central Time


Register for a Live Web Workshop hosted by Fidelity

Additional Events

Learn more about the University’s core and voluntary retirement plans.

See what’s happening this month

1:1 Consultations

Register for an individual consultation
Please consider bringing relevant account statements and any paperwork to help address your questions and needs.

Appointments are available system-wide.
Appointments are required. Unfortunately, walkins cannot be accommodated. Please schedule an appointment at a time that is convenient for you.

Register for a 1:1 with Fidelity