Helping you plan for the long term

Watch this recorded webinar with head of Fidelity Wealth Planning, David Peterson, about health care costs, wealth protection, and estate planning.


This year’s geopolitical and economic turbulence is making long-term planning more important than ever. Join David Peterson, Head of Fidelity Wealth Planning, for this recorded webinar that covers issues such as health care, wealth protection, and estate planning. We answered audience questions as well as provided strategies that can help you:

• Foster meaningful, productive conversations with your family about health care costs
• Prepare for the financial and emotional costs of assisted living or long-term care
• Create a fully integrated plan to help you and your family live fulfilling lives

Download transcript (PDF) | Download slides (PDF)

Presenters

Ally Donnelly

Ally Donnelly

Editorial Director
Fidelity Investments

David Peterson

David Peterson

Head of Wealth Planning
Fidelity Investments