Free Pop-up Events Address Women’s Financial Health

Close up of a women's hands handling paper money with a hand-written ledger near by.

If you or a woman you care for wants to take charge of her financial future, help is available. Fidelity Investments, U-M’s trusted partner for its Basic Retirement Plan, is offering special events during Women’s History Month in March.

Exclusive Events for Women

Fidelity will host Women Talk Money, a virtual, pop-up event created for Women’s History Month. Live forums will take place on Wednesday, March 10, and Wednesday, March 24. Special guests include Jean Chatzky, CEO of, 25-year financial editor at NBC News and financial ambassador for AARP; Tiffany Dufu, author of Drop the Ball and founder/CEO of The Cru, a peer coaching platform for women; and more. 

Women-centric topics scheduled are:

  • Unique factors for women in planning their financial futures
  • The connection between financial, physical and mental health
  • Weekly action steps that can help you chart your financial future

For more information, go to Fidelity’s website.

Live in March

Fidelity's and TIAA’s free webinars in March include:


Wednesday, March 10 – noon
Identify and Prioritize Your Savings Goals

Thursday, March 25 – noon
Fidelity Personalized Planning & Advice


Tuesday, March 16 – noon
The SECURE Act Revealed

Tuesday, March 16 – 3 p.m.
Strategies for Staying on Track

Wednesday, March 17 – noon
Social Security Basics

Wednesday, March 17 – 3 p.m.
Retiring in the New Normal

All times are EST. Reserve your spot at and

Schedule a One-on-One

If person-to-person interaction is more your style, schedule a visit virtually, by phone or by live chat. Fidelity and TIAA reps can share their online screens during these meetings so you’ll see what they see for a better discussion.

These consultations with Fidelity and TIAA’s knowledgeable staff are free. To schedule:

Visit Fidelity's new scheduling page or call (800) 642-7131, weekdays from 8 a.m. to midnight, EST.
Visit or call (800) 732-8353, weekdays from 8 a.m. to 10 p.m., EST.

Once you set up an account, you can perform most transactions using online tools. More information is available at and

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