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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.

Build a Portfolio for Any Weather1

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
College Planning: Your College Savings Choices

In this seminar, you'll learn:

  • The difference between the various college savings options
  • How federal tax laws affect college savings and the 529 Plan in particular
  • How low-cost 529s can help you reach your college savings goals
Help Maximize Savings with Cash Management2

In this seminar, you will:

  • Explore how to implement a cash management strategy into your financial plan, and how you can save and earn money compared with using a traditional bank
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

Questions?

Fidelity Learning Center

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

1. Diversification does not ensure a profit or guarantee against loss
2. Keep in mind, investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
3. The retirement planning information contained herein is general in nature, is provided for informational and educational purposes only, and should not be considered legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
4. Guarantees apply to certain insurance and annuity products (not securities, variable or investment advisory products) and are subject to product terms, exclusions and limitations and the insurer's claims-paying ability and financial strength.
5. Investors in households that place at least 120 stock, bond, or options trades in a rolling twelve-month period plus $25,000 in assets across their eligible Fidelity brokerage accounts are eligible for Wealth-Lab Pro.
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, which is available from Fidelity Investments, and be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.
7. International trading, including direct investments in foreign markets involves various investments risks such as foreign exchange risk, increased volatility compared to U.S. Markets, political, economic and social events that may influence foreign markets or affect the prices of foreign securities, lack of liquidity and less access to information about foreign companies.
8. 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.
9. Supporting documentation for any claims will be supplied, if applicable, upon request.
10. 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.
11. Technical analysis focuses on market action – specifically, volume and price. Technical analysis is only one approach to analyzing stocks. When considering what stocks to buy or sell, you should use the approach that you're most comfortable with.
12. As with all your investments, you must make your own determination whether an investment in any particular security or securities is right for you based on your investment objectives, risk tolerance, and financial situation. Past performance is no guarantee of future results.
13. Before investing, consider the fund's investment objectives, risks, charges and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
14. Exchange-traded Funds are subject to market fluctuations of their underlying investments.
15. In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible.
16. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.
17. Although bonds generally present less short-term risk and volatility than stocks, bonds do entail interest-rate risks (as interest rates rise, bond prices usually fall and vice versa) and the risk of default, or the risk that an issuer will be unable to make income or principal payments. Additionally, bonds and short-term investments entail greater inflation risk, or the risk that the return of an investment will not keep up with increases in the prices of goods and services, than stocks. Any fixed-income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.
18. Fidelity Charitable is the brand name for Fidelity® Charitable Gift Fund, an independent public charity with a donor‐advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable.
19. In general, the bond market is volatile, and bond prices rise when interest rates fall and vice versa.
20. 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.
21. 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.
22. 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.
23. Be sure you understand the tax consequences of any withdrawal or distribution before you initiate one. You may want to consult your tax adviser about your situation.
24. Fidelity Brokerage Services, Member NYSE, SIPC
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