Fidelity Webinar | Protecting Your Wealth
Protecting your wealth requires an integrated and disciplined approach. This webinar will examine a variety of strategies you can employ to help defend your portfolio.
Fidelity's March webinar will share insights from industry professionals about protecting your family’s wealth. They’ll discuss weathering market downturns, dealing with unexpected health challenges, and incorporating wealth transfer strategies. Specifically, you’ll learn how you can:
- Use tax-smart investing techniques1 to help you keep more of what you earn
- Plan for health care expenses in retirement and utilize the tax advantages of an HSA
- Create estate plans that include trusts, which can help to minimize taxes and protect your assets