Annual Employee Engagement

Fidelity campaigns and education to help your employees

Always on communications

These messages deliver help and next steps to individual employees at the right time based on their specific needs and recent behavior.

C&E Resource Center

Proactive communications

These messages deliver targeted help across topics that benefit all employees at the same time.

Quarterly Overview Calendar
Annual Overview Calendar

Live workshops and on-demand learning

Help your employees build their knowledge and know-how to tackle their financial goals with these learning resources.

Live and On-demand Workshops
Led by Fidelity professionals and packed with practical strategies, these interactive workshops provide tactical steps and examples. From building good money habits to planning for retirement, employees will come away with the know-how to put new strategies into action.

    Live Web Workshop Calendar provides the latest scheduled events in an easy-to-    use format that can be shared with your employees - all are welcome to attend.

    Workshop Offering Overview is our complete list of available onsite, virtual and     on-demand topics you can choose from. Talk to your Fidelity representative to     learn more.

How You Money Video Series
Both education and entertainment, these short videos teach financial concepts in a fun and actionable way. Employees can access them from anywhere at any time, learning at a pace that works for them.

Webcast Portal
These engaging, talk show style conversations span a wide range of financial topics including health care, retirement, managing life and financial markets. Employees learn tips that can help them make informed decisions.

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY.
Samples are for illustrative purposes only.
Approved for use in Advisor and 401(k) markets. Firm review may apply.

© 2025 FMR LLC. All rights reserved.

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

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