Fidelity Expands Educational Workshops

May 24, 2004 (—Access to financial education resources in the workplace is very or somewhat important for two-thirds of American workers at larger companies, reports Fidelity Investments.

Half the employees (49%) surveyed by Fidelity plan to look to help this year in making a personal finance decision, a change for most, as 63% reported that they generally rely on their research in decisionmaking.  

Fidelity, in light of these statistics, is expanding its personal finance workshop series that discusses retirement and investment planning as well as personal finance topics. One of the new workshops, “Planning For A Sound Financial Future,” teaches the basics of building a comprehensive personal financial plan, including setting goals and budgeting, potential insurance needs, retirement and college savings, and estate planning, according to a news release.  

The workshop offerings will continue to be updated and broadened later this year.

Fidelity also is improving its employer services as well as adding new capabilities to help track and measure employee engagement with the workshops, the release said.