Tackle your financial to-do list

You've decided it's time to take a closer look at your finances. Where do you start? Dive into this webinar and get clear, suggested next steps to help make sure you're on track to achieve your goals—whether you work with an advisor or do it yourself. We'll help answer:

  • What are the questions you should ask about your finances?
  • How can you be a more tax-savvy investor?
  • How might an annual financial review help protect and pass on what you've built?

Get organized, hit your goals

Create a flexible plan you can adjust to your life.

More to explore

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

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

This information is general in nature and provided for educational purposes only.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917