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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Protecting your wealth

Protecting your wealth requires an integrated and disciplined approach. This webinar examines a variety of strategies you can employ to help defend your portfolio.

During this recorded event, industry professionals share insights about helping to protect your family’s wealth. They discuss weathering market downturns, dealing with unexpected health challenges, and incorporating wealth transfer strategies. Specifically, you’ll learn how you can:

• Use tax-smart investing techniques¹ to help you keep more of what you earn
• Plan for health care expenses in retirement and utilize the tax advantages of an HSA
• Create estate plans that include trusts, which can help to minimize taxes and protect your assets

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

Chris Dodd, CFP^®, CEP

Vice President, Financial Consultant
Fidelity Investments

Ally Donnelly

Editorial Director
Fidelity Investments

William Grady IV, J.D., CLU^®, CFP^®

Director
Baker Tilly

Heidi A. Seely

Counsel
Day Pitney LLP

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¹ Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

Day Pitney LLP, Baker Tilly US LLP, and Fidelity Investments are independent entities and are not legally affiliated.

The CFP® certification is offered by the Certified Financial Planner Board of Standards Inc. ("CFP Board"). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board's fitness standards for candidates and registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and have at least 3 years of qualifying work experience, among other requirements. The CFP Board owns the certification mark CFP® in the U.S.

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

1021460.1.1

Protecting your wealth

Protecting your wealth requires an integrated and disciplined approach. This webinar will examine a variety of strategies you can employ to help defend your portfolio.

Our March webinar will share insights from industry professionals about protecting your family’s wealth. They’ll discuss weathering market downturns, dealing with unexpected health challenges, and incorporating wealth transfer strategies. Specifically, you’ll learn how you can: • Use tax-smart investing techniques1 to help you keep more of what you earn • Plan for health care expenses in retirement and utilize the tax advantages of an HSA • Create estate plans that include trusts, which can help to minimize taxes and protect your assets

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

Heidi A. Seely

Heidi Seely assists individuals and families in all aspects of estate planning, estate administration and trust administration. She has successfully supported individuals and fiduciaries in navigating complex estate administrations, and provides a personal touch in advising in trust matters. Heidi is skilled in planning for and implementing sophisticated, yet understandable, strategies to transfer wealth between generations while minimizing tax obligations.

Heidi also serves as counsel in probate litigation matters, applying her experience in trusts and estates law to matters before the Probate and Family Court.

William Grady IV, J.D., CLU^®, CFP^®

With more than 20 years of experience working with affluent clients and business owners, Bill brings extensive knowledge in estate planning, business succession planning, financial planning, retirement planning, life insurance, and investments.

Prior to joining Baker Tilly, he spent 16 years with Northwestern Mutual, a Fortune 100 company headquartered in Milwaukee. At Northwestern Mutual, he was responsible for building and leading several teams of experts focused on top advisors and the needs of their top clients. Bill was also responsible for strategy, vision, and thought leadership in the estate, business, high net worth, and retirement markets. Through these roles, he gained extensive experience working with financial advisors, clients, and outside attorneys and accountants on sophisticated estate planning strategies, charitable matters, income tax, business planning, qualified and nonqualified plans, executive compensation, welfare benefit plans (bonus plans, split-dollar arrangements, disability wage continuation plans, long-term care insurance plans, etc.) and employee benefits. He started his career as an associate attorney at a boutique law firm in Milwaukee focused on sophisticated clients.

Chris Dodd, CFP^®, CEP

My clients expect me to help them recognize what they want and offer suggestions to help them improve their financial situation. They expect me to guide them as I would guide a member of my own family. As your advisor with more than two decades of experience, I am committed to using every available resource to help you work toward your financial success.

Experience

Vice President, Financial Consultant, Fidelity Investments 2006-Current

Financial Consultant, Fidelity Investments 2003-2006

Stock Plan Services - Executive Consultant, Fidelity Investments 2001-2003

Trader, Fidelity Investments1999-2001

Qualifications

CERTIFIED FINANCIAL PLANNER Certificant

Certified Equity Professional

Insurance Licenses: Life, Health and Annuities

Registrations: Series 7 and 66

Education

Colorado State University – Master of Business Administration (MBA), Finance

Hesser College – Bachelor of Business Administration, Business Management

Ally Donnelly

Ally Donnelly is a new member of the Fidelity family, having joined in 2021 as an Editorial Director. Her work will focus on communicating with our clients through innovative video and audio content. Prior to joining our team, she was a longtime broadcast television journalist for NBC and NECN in Boston. Her work has been recognized with multiple Edward R. Murrow, Emmy, Associated Press and Gabriel awards throughout New England. Outside of work, Ally loves traveling and exploring the great outdoors with her family. She and her husband are raising their two beautiful daughters (and one wacky dog) on Boston’s South Shore.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Protecting your wealth

Presenters

Chris Dodd, CFP®, CEP

Ally Donnelly

William Grady IV, J.D., CLU®, CFP®

Heidi A. Seely

Get timely news, events, and wealth strategies in your inbox weekly

Protecting your wealth

Heidi A. Seely

William Grady IV, J.D., CLU®, CFP®

Chris Dodd, CFP®, CEP

Ally Donnelly

Chris Dodd, CFP^®, CEP

William Grady IV, J.D., CLU^®, CFP^®

William Grady IV, J.D., CLU^®, CFP^®

Chris Dodd, CFP^®, CEP