Planning during uncertainty: Retirement and other goals

Gain insights into how to plan for growth, predictability, flexibility, and peace of mind as the world changes.

Hosted by Lorna Kapusta, head of Women and Investing at Fidelity, this session focuses on how to plan for growth, predictability, flexibility, and peace of mind, even during the most uncertain of times. Viktor Misko, a Fidelity wealth planner, and Jodi Coochise, a clinical psychologist who specializes in integrating behavioral finance and planning, join the discussion to share their expertise.

This exclusive event covers:

  • How a global pandemic can change your timing, needs, and goals
  • Potential changes in tax and retirement laws that could impact the amount of assets you need to maintain your desired lifestyle
  • How to make the right financial decisions when you are unsure of what's coming next in the markets or in your life
  • How these changes affect your legacy and the amount you will eventually leave to your heirs

Download transcript (PDF) | Download slides (PDF)


Presenters

Jodi Coochise, PhD

Jodi Coochise, PhD

Psychologist and Consulting Partner
Fidelity Center for Family Engagement

Lorna Kapusta

Lorna Kapusta

Head of Women and Investing
Fidelity Investments

Viktor Misko

Viktor Misko

Vice President, Wealth Planner
Fidelity Investments