Building a Financial Foundation for Your Ideal Retirement

12 PM EDT, 11 AM CDT, 10 AM MDT, 9 AM PDT

Planning for retirement goes beyond saving; it’s about creating a comprehensive strategy that supports your lifestyle and goals. This session will explore the key components of a strong retirement financial plan, practical retirement income strategies, the impact of healthcare costs and long-term care planning, as well as discuss risk management techniques.

The Speakers:

Sangeeta Moorjani is Head of Tax Exempt Market, a strategic division of Fidelity’s Workplace Investing business. Fidelity helps investors feel confident in their most important financial goals, manages employee benefit programs that help more than 29,500 businesses support their employees’ total well-being, and supports more than 15,900 wealth management firms and institutions with innovative investment and technology solutions to grow their businesses.

Sangeeta has held several senior leadership positions within Fidelity’s Workplace Investing, Wealth, and Brokerage businesses since joining Fidelity over 30 years ago. In her current role, Sangeeta works with a team of talented associates creating retirement solutions and benefit offerings for the nonprofit, tax-exempt market and leading several strategic efforts at Fidelity.

Sangeeta received her Bachelor of Commerce degree and MBA from the University of Poona in India. She currently holds her Series 7 and 24 Securities licenses.

She is passionate about advancing women’s leadership and promoting Asian cultural awareness and inclusion. She is on the Board of Advisors for Women Who Win and the Board of Directors of Pratham Education Foundation.

Jeremy Young joined Fidelity as an Education Consultant in 2013 and has more than 25 years in the financial industry. Mr. Young promotes financial wellness for plan participants through educational events. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Jeremy holds a bachelor's degree in international studies from the University of North Carolina at Chapel Hill. Investment advisor representatives are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.

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