Estimate Time53 min

Helping you plan for the long term

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)


Ally Donnelly
Editorial Director
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.
David Peterson
Head of Wealth Planning

David is responsible for Fidelity's estate and wealth planning activities, including creation of new thought leadership in these areas. He heads a team of professionals that develops and delivers the depth and breadth of Fidelity's wealth planning offering. 

Prior to joining Fidelity, David was managing director and head of Insured Solutions for UBS Wealth Management Americas. He served as chief operating officer of UBS Wealth Planning. David first joined UBS as a senior member of UBS Private Wealth Management, and was involved in the creation of that business for the firm. During his tenure with UBS, he also served as the chairman and president of UBS Life Insurance Company USA, Inc.; the chairman and president of UBS Financial Services Insurance Agency, Inc.; and a board member of UBS Trust Company, N.A. 

Prior to joining UBS, David was a director in Merrill Lynch's Private Banking & Investment Group. He joined the firm's International Private Banking business in London and was a key member of the firm's Corporate Strategy unit.

Start a conversation

We'll meet you where you are on your financial journey and help you get to where you want to be.

More to explore

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