Managing your money and preparing for retirement

Join one of our in-depth webinars designed to help you become a more aware investor.

March 2020 — See schedule below

Select the topic and session that best fits your schedule

Managing money in today's complex environment

Investment strategy is something that Fidelity can help you with. Join us for an in-depth webinar on managing your money.

During our discussion you will:

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


Wednesday, March 4, at 1:00 p.m. ET

Wednesday, March 4, at 3:00 p.m. ET

Tuesday, March 10, at 1:00 p.m. ET

Wednesday, March 11, at 5:00 p.m. ET

Income diversification: Creating a plan to support your lifestyle in retirement

By creating a diversified income plan with the right mix of investments, you’ll feel more secure and prepared as you transition into retirement.

During our discussion you 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


Thursday, March 5, at 1:00 p.m. ET

Thursday, March 5, at 3:00 p.m. ET

Tuesday, March 10, at 5:00 p.m. ET

Wednesday, March 11, at 1:00 p.m. ET


Jake RatherJake Rather is a Virtual Education consultant for Fidelity Investments. Jake promotes financial wellness for the employees of Fidelity’s Corporate and Tax Exempt clients through online educational events. In addition, he records educational videos that are posted to Fidelity NetBenefits®.

Jake joined Fidelity in 2005. Prior to his current role, he was a regional consultant within the Employee Meetings group.

Jake holds a bachelor of arts degree in Communication from Texas A&M University and also holds a master of business administration in Finance from University of North Texas. He is a registered representative and is a licensed insurance representative. He is also a Chartered Retirement Planning Counselor.

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