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Branch Seminars

Whether you're an experienced investor or just starting out, our free seminars can provide you with the guidance and knowledge you need to help you 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

Find a seminar at an Investor Center near you:

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Annuities: Key Concepts and Considerations

At this seminar, attendees will:

  • Learn about the different types of annuities and their uses
  • Review common annuity fees and charges
  • Discuss key considerations and questions to ask yourself when considering if an annuity4 is right for you
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Basic Options Strategies

This seminar is designed to:

  • Introduce investors to basic options concepts and strategies
  • Help you learn more about commonly used strategies such as buying options, covered call writing, protective puts and cash secured puts
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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
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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
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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
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College Planning: Your College Savings Options

In this seminar, you'll learn:

  • The benefits and potential tax advantages of various college savings plans
  • How low-cost 529s can help you reach your college savings goals
  • What to consider when planning for college
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College Planning: Your College Savings Options (Massachusetts Residents)

Join Fidelity and a MEFA Representative to learn about:

  • How much higher education might cost and ways you may need to pay for it
  • The differences among the various savings plan options
  • How federal tax laws affect college savings and the MEFA® U.Fund® College Investing Plan or your 529 plan in particular
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Charting in Active Trader Pro PlatformsSM

This seminar will:

  • Highlight methods and tools to customize a chart to help visualize your ideas
  • Illustrate use of Technical Analysis features to view confirmed technical patterns and events
  • Showcase how charting can help evaluate investment opportunities
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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.
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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
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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
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Estate Planning: The Role of the Trustee

In this seminar, attendees will:

  • Understand some of the key functions and duties of a trustee
  • Learn ways a trustee might fulfill those duties
  • Explore potential challenges in fulfilling a trustees duties
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Income Strategies for Your Retirement

In this seminar, you will learn about:

  • The importance of asset allocation in retirement
  • Elements for building your retirement income strategy
  • Considerations for portfolio withdrawal rates
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Introduction to Active Trader Pro PlatformsSM

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®
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Maximizing Options Tools in Active Trader Pro®

In this seminar, you will learn how:

  • To use the robust options analysis tools available on the Active Trader Pro PlatformsSM to generate and validate trading ideas
  • To use the dynamic option trading tickets to execute your single and multi-leg option trades.
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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.
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Navigating and Conducting Options Research on Fidelity.com

This seminar is designed to:

  • Familiarize investors with tools and resources available for options research
  • Demonstrate how to utilize the tools to generate and validate trading ideas
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Options Strategies – Vertical Spreads

In this seminar, you will:

  • Learn the basics of Vertical Spreads, an options strategy involving the simultaneous purchase and sale of two options of the same underlying security, with the same expiration date, but at different strike prices.
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Is a Professionally Managed Account Right for You?

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 you2
  • Discover how Fidelity can help you simplify the investment decision process
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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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Fidelity's Research and Trading Advantage

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
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Retirement Planning with Annuities

In this seminar, you'll learn how:

  • Different types of annuities have various features and benefits
  • Tax-deferred annuities can help you save more for retirement
  • Income annuities can play an important role in a retirement income plan
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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
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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
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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
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Technical Analysis: Gaining Confirmation and Managing Risk

In this seminar, customers will learn about:

  • Confirmation methods using indicators and oscillators, indexes, volume, risk control including protective and trailing stops, price targets, and position sizing with a summary of basic trading rules.
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Technical Analysis: Identifying Chart Patterns

In this seminar, attendees will learn how to:

  • Define and use charts and chart patterns. Presenter will discuss specific examples of the most important patterns in bar and candlestick charts, short-term patterns, and the best patterns from profitability studies
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Technical Analysis: The Building Blocks

In this seminar, attendees will learn:

  • The basics of price behavior, trends trading procedure, fundamentals of chart analysis, and breakouts
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Technical Analysis: Understanding Technical Indicators

In this seminar, attendees will learn about:

  • Trend identification, trend line structure and implications for price behavior, and the use of moving averages, bands, envelopes, channels and the Directional Movement Indicator
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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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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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Understanding Exchange-Traded Funds (ETFs)

In this demonstration, you'll learn:

  • The basics of exchange-traded funds (ETFs)
  • A dynamic review of the ETF center on the Fidelity.com website
  • How to compare ETFs effectively
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Trading the Way You Want in Active Trader Pro PlatformsSM

This seminar will:

  • Highlight each trade ticket and the key benefits
  • Illustrate how to use each trade ticket along with the settings to customize the experience
  • Through the use of practical application, help you to decide how to best utilize the range of tools to trade the way you want
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Understanding the Municipal Bond Marketplace and the New Issue Process

This seminar is designed to provide an overview of muni bonds in the fixed income market.

  • Provide insight into the new issue market.
  • Demonstrate how to leverage Fidelity's offering and research tools.
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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
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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.
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What Fidelity Can Do For You

In this seminar, attendees will:

  • Understand the full suite of Fidelity Personal Investing high net worth solutions, services and capabilities
  • Learn how Fidelity can help you, your family and loved ones across every stage of life with Investing Strategies, Retirement Planning, Income and Asset Protection strategies and Family Conversations
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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
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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
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Women's Seminar Series: Build Your Plan

In this seminar, attendees will learn about:

  • Women's planning and savings strengths
  • Planning and account types for long-term goals
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Women Investors: Organize, Plan and Own Your Future

In this seminar, attendees will learn about:

  • The importance of getting organized - including Budgeting, Saving and Managing Debt
  • Key financial principles and planning for short-term and long-term goals
  • Investing options to help determine their appropriate asset allocation
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Women's Seminar Series: Get Organized

In this seminar, attendees will learn about:

  • Why financial wellness is so important for women
  • Budgeting, Saving and Managing Debt
  • Planning for short-term goals
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Women's Seminar Series: Own Your Future

In this seminar, attendees will learn about:

  • Investing strengths of women
  • How to select and monitor investments
  • Defining your investment personality
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Questions?

Fidelity Learning Center

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

1. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
2. The U.Fund College Investing Plan is offered by MEFA and managed by Fidelity Investments. If you or the designated beneficiary is not a resident of the state of Massachusetts, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits. 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.
3. Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.
4. 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.
5. Fidelity's Portfolio Advisory Services are services of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. These services provide discretionary money management for a fee. Brokerage services provided by Fidelity Brokerage Services LLC. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.
6. Options trading entails significant risk and is not appropriate for all investors. Prior to trading options, you must receive a copy of Characteristics and Risks of Standardized Options, by clicking on the hyperlink text, and call 1-800-FIDELITY to be approved for options trading.
7. Supporting documentation for any claims will be supplied, if applicable, upon request.
8. 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.
9. 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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