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palmetto financial education

Palmetto Health and Fidelity Investments have teamed up to ensure your finances receive a check-up!   Since you dedicate your professional life to caring for others, Fidelity is here to help you give the same attention to your own future.

Onsite Workshops

DATE

TIME

TOPIC

LOCATION

Thursday, June 14

1–2 p.m.

Get Started and Save for the Future You:

This workshop will help you understand the benefits of saving in your workplace savings plan, how to enroll in your plan and small steps you can take today to save more for the future.

Palmetto Health Baptist

Classroom B

Wednesday, June 27

10 – 11 a.m.

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.

Palmetto Health Baptist

Meeting Room II

Monday, July 2

4 – 5 p.m.

Invest Confidently for Your Future:

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

Palmetto Health Baptist

Classroom A

Wednesday, July 25

8 – 9 a.m.

Make the Most of Your Retirement Savings:

This workshop will help you understand the importance of saving as much as possible for retirement, how much to save, different account types to save for retirement and ways to preserve and grow your savings to last throughout your lifetime.

Palmetto Health Baptist

Classroom E

Web Workshops: Feel more confident about your finances

Join Palmetto Health and Fidelity for an educational web workshop, where you'll learn strategies and tips to help you manage your financial future with confidence.

Upcoming Web Workshops

DATE/TIME

TOPIC

REGISTRATION

Tuesday, June 19, 4 p.m. 

Create a Budget, Ditch Your Debt, and Start Building for the Future

If you want to get your monthly finances on track:

Learn about tools, tips, and strategies to help you balance paying down your debt with saving for your future goals.

Register now

Friday, June 22, 8 a.m.

Take the First Step to Investing

This workshop will help you understand key investing concepts, common investment types, how to select a mix of different investments that aligns with your goals, the benefits of investing in your workplace savings plan, and how to choose your investment approach.

Register now

 Can’t make it to a webinar?

  • Visit Fidelity's Event Registration System to learn about and register for other workshops.
  • Call 800.642.7131 or visit GetGuidance.Fidelity.com to schedule a one-on-one consultation with a registered Fidelity Representative. 

Online Educational Sessions

 

Related Links

Enrollment Information

New Benefits for 2018

Have a Question?
Contact the Total Rewards Benefits Center at 803-296-8893, or email TotalRewards
@PalmettoHealth.org