Fidelity Upcoming Events

JOIN AN EDUCATIONAL VIRTUAL WORKSHOP

Retirement Readiness Series – All events will be held at 12 noon; Register Here

Learn the Basic of When and How to Claim Social Security, Thursday, October 21^st
Prepare for the Reality of Health Care in Retirement, Thursday, November11^th

ASK FIDELITY - JOIN A LIVE Q&A SESSION

In these virtual group meetings, we provide a brief presentation on a specific topic, followed by a Q&A session where you can get answers to your most pressing questions and hear what others want to know about.

Join an Ask Fidelity Session

Topic	Dates
How to Plan for the Income You'll Need in Retirement	September 22^nd at 12 pm September 23^rd at 3 pm
Top Things to do Before You Retire	September 29^th at 12 pm September 30^th at 3 pm
Understanding the Basics of Social Security	October 6^th at 12 pm October 7^th at 3 pm
New Associate Orientation	October 7^th at 12 pm
Making Your Money Work as Hard as You Do	October 13^th at 12 pm October 14^th at 3 pm
The Tax and Personal Benefits of Charitable Giving	October 20^th at 12 pm October 21^st at 3 pm
Estate Planning	October 27^th at 12 pm October 28^th at 3 pm

This site provides only highlights of the Montefiore‘s Benefits & Wellness Programs and does not attempt to cover all details. Complete details are contained in the Plan documents and/or insurance company contracts, which legally govern the Program and which are controlling in the event of the conflict. Montefiore expects to continue these plans indefinitely, but reserves the right to change, modify or terminate the Plans in whole or in part, at any time and for any reason. In addition, the tax treatment of these benefits is subject to change without notice, as determined by federal, state or local tax authorities.