Workshop

Peace of mind

A new approach to supporting your clients' needs

Featured Workshop

Peace of mind workshop

This interactive session:

Reviews how advisors can lean into the “peace of mind” layer of the Advice Value Stack^® by advising across sources of anxiety for clients, such as health, family, legal, and safety and security.
Includes guidance on how to approach these topics and expand networks with solutions that help meet clients’ needs across the peace of mind dimensions.

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Event handouts

Materials reviewed at the event.

Worksheet

Approaching Peace of Mind Workshop

Health

Flyer

How to tame health care costs when you retire

Presentation

Planning for health care in retirement

Worksheet

Planning for health care in retirement

Family

A Family of One: The Ascendance of Solo Households

Explore the rise in the soloist population and how advisors can help.

Fidelity Center for Family Engagement

A team of experts working every day to transform how families engage with money, wealth, and estate planning.

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The Conversion Project - Your conversion starter kit

When it comes to end-of-life care, talking matters.

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Security

Flyer

Make yourself a difficult target for cybercriminals

Legal

Trust & Will

Estate planning platform, with access to live support and learning guides.

Learn more

Fidelity Investments upcoming events

Learn more about upcoming events with Fidelity Clearing & Custody Solutions featuring practice management consultants and industry experts.

Learn more

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