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)


Chris Dodd, CFP<sup>®</sup>, CEP

Chris Dodd, CFP®, CEP

Vice President, Financial Consultant
Fidelity Investments

Ally Donnelly

Ally Donnelly

Editorial Director
Fidelity Investments

Heidi A. Seely

Heidi A. Seely

Day Pitney LLP