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Fidelity Investments® and the Association of Retirement Organizations in Higher Education Explore the Emotional Side of Retirement in New Webinar Series

Release Date: 17 Jan 2024
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  • “Reimagining Retirement: Exploring Your Life Plan” Series Premieres in 2024

BOSTON, January 17, 2023 Fidelity Investments® and the Association of Retirement Organizations in Higher Education (AROHE) announce “Reimagining Retirement: Exploring Your Life Plan,” a three-part virtual learning series exploring the social, psychological, and emotional aspects of transitioning to, and living in, retirement. The series is geared toward faculty and staff in higher education who are contemplating retirement or are already retired, with the goal of helping attendees to clarify their goals and embrace the changes that occur during life’s next chapter.

“Many college and university faculty and staff approaching retirement age have dedicated half their lives or more to their work,” said Sangeeta Moorjani, executive vice president and head of tax-exempt business and retirement solutions at Fidelity. “Their status as educators is a huge piece of their identity, so there is naturally a concern that comes along with detaching from their work extending far beyond the financial aspects of retirement. We are proud to team up with AROHE to explore these feelings and help provide comfort and understanding around this next chapter of life.”

University faculty and staff can struggle with the idea of retiring because they fear a feeling of detachment from their work and a loss of status that they worked so long to achieve. This virtual learning series addresses these concerns through three sessions: “Reframing Your Identity,” scheduled for January 30; “Reimagining Your Personalized Plan,” scheduled for February 13; and “Rebuilding Your Network,” scheduled for February 27. All sessions are at 10 a.m. PST.

“At any point in time, we are faced with changes and transitions,” said Roger Baldwin, President of AROHE. “While there is guidance and support for many life transitions – such as choosing and graduating from a college, starting a career, getting married, and having children – fewer resources are available for those navigating transitions later in life, especially when it involves changes in relationships, purpose and meaning, and feelings of relevance derived from work.”

For additional information or to register for the “Reimagining Retirement: Exploring Your Life Plan” webinar series, visit https://www.arohe.org/Reimagining-Retirement/.[i]

About Fidelity Investments

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With assets under administration of $11.5 trillion, including discretionary assets of $4.4 trillion as of September 30, 2023, we focus on meeting the unique needs of a diverse set of customers. Privately held for 77 years, Fidelity employs more than 73,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

About Association of Retirement Organizations in Higher Education (AROHE)

Founded in 2002, AROHE is a non-profit membership organization that promotes the engagement of retired faculty and staff at institutions of higher education in the U.S. and Canada. AROHE knows that higher education retirees are assets of society who reinvent life, positively impact their communities; and contribute to the greater good. For more information about AROHE, visit https://www.arohe.org/.

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Past performance is no guarantee of future results.

The third parties mentioned herein and Fidelity Investments are independent entities that are not legally affiliated.

Views expressed are of the date indicated, based on the information available at that time, and may change based on market or other conditions. Fidelity does not assume any duty to update any of the information.

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