Financial Wellness Group Learning

online learning

Complementary Financial Wellness Webinars

The following presentations are delivered by the Pension Boards or by Fidelity specifically for PBUCC Members. Please add the dates below to your calendar and look for email invites prior to each scheduled event.

legend iw legend pr General Financial Wellness Webinars

Upcoming Events in 2024

Date Topic
March 13
2 p.m. ET
Investing for Beginners
  • Understand basic investing terms and concepts
  • Learn about the building blocks of investing
  • Determine what type of investor to be.
March 19-20
3 p.m. ET
Planning for the Transition to Retirement (Seminar)

Registration coming soon!
April 10
2 p.m. ET
Manage Unexpected Events and Expenses
  • Know how to assess spending and take control of a budget
  • Consider reasons for taking money from a workplace savings plan
  • Understand ways Fidelity can help.
May 8
2 p.m. ET
Get a Handle on Your Current Student Loan Debt
  • Understand a wide range of student loan repayment options
  • Use Fidelity’s student debt resources and tools to evaluate your current loan situation and determine the next steps for tackling your student debt
May 22
12 p.m. ET
Planning for the Transition to Retirement (Seminar)

Registration coming soon!
June 5
2 p.m. ET
Tackle Debt and Understand Your Credit Score
  • Discover different strategies for paying down debt
  • Learn how to understand credit scores better
  • Take better control of finances

Additional Fidelity Financial Wellness Webinars

In addition to the presentations above that Fidelity is scheduled to present to PBUCC Members, Fidelity offers various financial wellness presentations throughout the year.

To view a full list of upcoming Fidelity webinars, go to PBUCC.ORG > Member Login > Access Fidelity NetBenefits® > Plan & Learn > Get Answers to Your Financial Questions > Join a Workshop > Browse > Calendar.

fidelity LMS

Previous Financial Wellness Group Learning Recordings

Please click the links below to tune into previously-recorded webinars.



On-Demand Workshops

Build an Emergency Savings Fund

This mini-workshop provides tips to help you prepare for financial emergencies.

Create a Budget

Get help building your budget in this mini-workshop.

Five Money Musts

Designed for young professionals, this workshop will provide an overview of five core money concepts: budget, credit, debt, investing, and retirement.

Get a Handle on Your Current Student Loan Debt

This workshop will help you find a better way to pay off your student loan debt by introducing you to a number of different repayment approaches.

Identify and Prioritize Your Savings Goals

This workshop will help you start to think about the savings goals that are important to you and understand how you can achieve them.

Invest Confidently for Your Future

This workshop will help you look at your investments and understand how to build a long-term investment plan.

Learn the Basics of When and How to Claim Social Security

If Social Security is expected to be your primary source of income in retirement, learn when and how to claim your benefit.

Managing My Money: Budget, Emergency Savings, Debt, and Retirement Basics

This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, saving, and debt.

Manage Unexpected Events and Expenses

This workshop will help you learn how to take control of your budget and understand your financial options after an unforeseen event.

Maximize Social Security in Your Retirement Strategy

This workshop will help you understand different Social Security claiming strategies and take the next step to create your retirement income plan.

Navigating Market Volatility

This workshop will review what is happening in the markets and why – and help answer questions such as, “should I move my investments to cash right now?” and, “if I don’t yet have a plan for situations like this, where do I start?”

Organize, Plan, & Own Your Future

Designed for women, this workshop will show you how to organize your investments and build a plan to meet your financial goals.

Prepare for the Reality of Health Care in Retirement

This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them.

Retirement Income Planning for Her

Designed for women, this workshop will help you learn about your retirement savings and how to plan for future income.

Take Control of Your Debt

Get help making a plan to manage and pay down your debt in this mini-workshop. PUBLIC LINK