Fidelity Life Events

Employees are navigating challenging events in their daily lives and need help making important decisions for themselves and their loved ones.

Fidelity Life Events can help your employees manage their money so they can be ready for whatever comes next. Our resources, including webcasts, checklists, and tools, are aimed at reducing stress, saving time, and increasing confidence in key moments that matter.

What are life events?

Employees may face a variety of experiences throughout their lifetime that can impact their financial well-being, such as:

  • Job changes
  • Planning for college
  • Buying or selling a home
  • Marriage/partnering
  • Growing a family
  • Aging
  • Caring for loved ones

Download and use the following materials to help drive awareness and engagement of our Life Events program with your employees:

Life Event Email Triggers

Life Event email triggers are delivered responsively after an employee informs us of a life event to provide real-time support and help employees feel confident and make informed decisions.

Investing involves risk, including risk of loss.

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here and, on behalf of such organization, accept the terms and conditions.

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

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