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)

Presenters

Ally Donnelly

Ally Donnelly

Editorial Director
Fidelity Investments

Mary Brennan

Mary Brennan

Vice President, Operations and Development
Fidelity Center for Family Engagement

Cyndy Romagnolo

Cyndy Romagnolo

Vice President, Wealth Management Advisor
Fidelity Investments