Improve Your Financial Literacy
April 8th, 2024
ZOLL wants to help you build a strong financial future. April is Financial Literacy Month, which is the perfect opportunity to take control of your finances by educating yourself to make more informed decisions about your money.
During America Saves Week, April 8 – 12, 2024, you can learn about saving money and how to build personal wealth.
As part of your benefits, Fidelity and CAPTRUST offer many free webinars, tools, and programs to better understand budgeting, saving, investing, managing debt and credit, and planning for retirement.
How Can You Get Fiscally Fit?
- Participate in the Financial Wellness Education Series for 2024.
- Schedule a one-on-one visit with a CAPTRUST Advisor.
- Attend free Fidelity webinars:
Financial Wellness
Education Series
This series was developed based on your feedback, and offers support on topics that matter most to you and your family.
- Managing My Money
- Foundation Building
- Savvy Investor
- Pre-retiree
WIN A PRIZE!
Each quarter, employees who attend a Financial Wellness Education Series webinar will earn an entry into the Financial Wellness Journal Prize Drawing. The more webinars you attend in the series, the greater chance you have to win!
This Quarter Focuses on Foundation Building
This webinar series can help you plan and achieve your money goals, no matter what stage of life you are in.
April 2024
April 17, 2024
Five Money Musts
In this webinar, you will learn to understand what a budget is and why
you need one, how to use credit and manage debt, discover how investing can help you reach your money goals, and lastly, start thinking about retirement.
REGISTER
April 24, 2024
Buying a Home
Home ownership can be rewarding but there are several factors to consider, some which may not be obvious to the first time (or even seasoned!) buyer.
REGISTER
May 2024
May 1, 2024
Life Events: College Planning – Navigating the Road to Admissions
College planning, for parents and child, is about more than saving money. We can help on key steps from saving, preparing, applying, and choosing.
REGISTER
May 8, 2024
Caring for an Aging Loved One
Aging is a part of life. We will discuss how to prepare a plan with and for your loved one, navigate common concerns, and prioritize your own self-care in the process.
REGISTER
Not Able to Attend?
Try these extra credit webinars with similar topics:
Five Money Musts
- Understand what a budget is and why you need one
- Know how to use credit and manage debt
- Recognize how investing can help you reach your money goals
- Start thinking about retirement
Fidelity Viewpoints:
Your Home – Make the Right Money Moves
Learn how the choices you make about where you live can have big impacts on your finances — at every phase of your life.
REGISTER
Your College Savings Options
Learn how to start saving for a child’s college education.
REGISTER
Planning for Caregiving
What it means to leave work to care for loved ones and how to reduce the financial impact.
REGISTER