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

July 23-24
3-5 p.m. ET
Planning for the Transition to Retirement
Whether you are planning to retire soon or are in the middle of your career, clergy or lay, this seminar is designed to help you transition to retirement.

July 25
3 p.m. ET
Investment Watch

Don't miss this informational session! Throughout this series, our Investment Team may discuss what is driving or shaping our economy, examine current new and the reasons behind current financial market activity and how that impacts your PBUCC retirement funds, and provide our approach and updates to socially responsible investment initiatives.

July 31
2 p.m. ET
Managing Money with Competing Responsibilities (Mid-Career)

This presentation is designed for those 35 and older and will address some of the more common financial planning concerns and goals shared by those in their mid-career stage. Topics include saving and paying for college, saving and investing for retirement, balancing competing goals and priorities, and insurance considerations.

8 de Agosto
2 p.m. hora de este

Da el primer paso para invertir

¿Quieres aprender más sobre la inversión y cómo puede ayudarte a alcanzar tus objetivos financieros? En esta presentación, mejoraremos sus conocimientos sobre inversiones analizando conceptos como la asignación de activos, cómo elegir inversiones que tengan sentido para su situación y cómo tomar acción.

August 28
2 p.m. ET
Key Financial Planning Concepts and Considerations

In this presentation, we will discuss key financial planning concepts such as creating goals, building an emergency fund, reducing debt, and saving for retirement.


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