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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Retirement is a time of change

Get insights and perspectives on ways to better prepare for retirement.

Retirement is a major transition not just for you, but also for your loved ones. Even if you’ve saved enough to meet your goals, there’s still more planning that can be done to help prepare for retirement. Please watch our recorded webinar from Fidelity Wealth Management professionals about ways to think more comprehensively about retirement. This webinar covers:

• Keeping your options open as you adjust to a new lifestyle and shift your family’s needs.
• Preparing for major transitions––financially, emotionally, and in your relationships––leading up to and during your retirement.
• Aligning on a shared vision of the future for you and your loved ones.

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

Ally Donnelly

Editorial Director
Fidelity Investments

Mary Brennan

Vice President, Operations and Development
Fidelity Center for Family Engagement

Cyndy Romagnolo

Vice President, Wealth Management Advisor
Fidelity Investments

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

1027009.2.0

Retirement is a time of change

Get insights and perspectives on ways to better prepare for retirement.

Retirement is a major transition not just for you, but also for your loved ones. Even if you’ve saved enough to meet your goals, there’s still more planning that can be done to help prepare for retirement. Please join us on June 9th to hear from Fidelity Wealth Management professionals about ways to think more comprehensively about retirement. This webinar will cover: • Keeping your options open as you adjust to a new lifestyle and shift your family’s needs. • Preparing for major transitions––financially, emotionally, and in your relationships––leading up to and during your retirement. • Aligning on a shared vision of the future for you and your loved ones.

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

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.

Cyndy Romagnolo

Cynthia Romagnolo is a Certified Financial Planner and Certified Wealth Strategist. In her role as a VP Wealth Management Advisor, she works closely with a limited number of high net worth client families in and around Scottsdale, AZ. Through a relationship-based approach, Cynthia acts as primary point of contact for clients and their families as they co-create and implement wealth management strategies.

Cynthia has been with Fidelity for 30 years, including eight years in her current role, after working with progressively more complex clients and families in Dallas, Pittsburgh and San Francisco. She holds a Bachelor of Economics from the University of Pittsburgh and a Master’s in Financial Planning, with an emphasis on Legacy Planning, from The American College. Cynthia and her husband Stephan, who is originally from France, have three college-aged children, three horses, and a dog to keep them busy.

Mary Brennan

Mary Brennan has been a central player at the Fidelity Center for Family Engagement (FCFE) since its founding. In her diverse leadership role as VP Operations and Development, she supports the FCFE team in developing and delivering relationship-based capabilities to advisors, client families, and leaders across Fidelity to help them bring more intentionality to their relationships.

During her 15 years at Fidelity, Mary has partnered with Dr. Timothy Habbershon to build and lead teams across several domains, including organizational succession, governance, generational transitions, and the founding of FCFE. Mary holds a Bachelor of Science in Marketing and a Master's of Business Administration in Entrepreneurship from Babson College. She and her husband Mark live on the south shore of Boston. They enjoy various year-round recreational activities and spending time with their two adult children and extended network of family and friends.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Retirement is a time of change

Presenters

Ally Donnelly

Mary Brennan

Cyndy Romagnolo

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

Retirement is a time of change

Ally Donnelly

Cyndy Romagnolo

Mary Brennan