FREE Webinar from Fidelity and The Board of Pensions

What are the top things to do before you retire? Ask Fidelity!

Join Fidelity Workplace Financial Consultant Dan McCarthy for a 30-minute, interactive, virtual presentation on important things to consider — before you retire — that may impact or influence your financial decisions.

Top Things To Do Before You Retire, a free webinar from Fidelity Investments (Retirement Savings Plan recordkeeper), is designed to help you get your financial house in order, create a retirement income plan, understand Social Security, and prepare for the unexpected. From creating your financial blueprint to preparing your estate and legacy plans, Top Things To Do Before You Retire will offer ideas and resources to take the next step on your financial wellness journey.

Following the presentation, Dan will be available to answer your general questions. You can also schedule a complimentary, one-on-one consultation with Dan to discuss your unique circumstances.

Tuesday, September 13, 2022

Noon ET

Register here for the webinar.

  • Select Attend a learning event.
  • On the next page, enter The Board of Pensions of the PC(USA) as the employer, and choose Virtual as the event type.
  • Click the green Register button for the September 13 Ask Fidelity event, provide the requested information, and click the blue Schedule Event button to complete your registration.

If you have medical coverage through the Board of Pensions, you can earn 25 Call to Health points for participating in this webinar. Join the Ask Fidelity challenge (available August 29 through September 18) and points will be awarded within two to three weeks after the event. Call to Health is not available to members enrolled in Triple-S, GeoBlue, or the Medicare Supplement Plan.

Not in the Retirement Savings Plan?

If you do not currently participate in the Retirement Savings Plan (RSP), talk with your employer today about enrolling. All employees who work for a PC(USA) church or affiliated employer can participate if their employer offers the plan to them. If your employer does not offer the RSP, ask them to contact the Board of Pensions at 800-773-7752 (800-PRESPLAN).

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