Women Talk Money Fall Event Series

Email campaign creative and toolkit

Women want to get after their goals and invest in themselves, no matter where they are on their journeys. Relatable money lessons and inspiration can help keep your employees on the right track, helping them to be more confident in themselves and their financial futures.

More than 7 in 10 women wish they started investing their extra savings earlier, and 31% regret not saving enough for retirement.1

Women are looking for:

  • More ways to strengthen their savings plan to support long-term goals
  • How to plan for life transitions, be it that next promotion, easing into retirement, or personal reinvention
  • Actionable strategies so they can take their next step with clarity

This Fall, we’ll be hosting special events and sharing resources that make it easier for employees to take action in the workplace, with their money, and planning a future where they thrive.

Women Talk Money Fall Event Series

Starting October 15th

Get insights to invest in yourself and pursue the life you want. Join the Women Talk Money team for a 3-part series featuring Wicked sensation Cynthia Erivo and timeless icon Brooke Shields. Come away with saving, investing, and career lessons to help you build a future filled with possibilities. Check out the registration hub for more details at Fidelity.com/FallEventSeries.

CENTRALLY DEPLOYED EMAIL

Sample email

When will this communication be sent? The single-touch email launches October 9th.

What is the communication objective? Encourage employees to engage in our Fall programming and resources (some of which will be on Fidelity.com) that provide them with actionable steps to work toward their next money goal.

Who will receive this campaign?
Eligibility criteria: Plans that have Financial Wellness enabled.
Audience: Active women participants age 18 or over with a balance greater than $0; women participants age 18 or over with a minimum balance of $1,000 who have been separated for a minimum of 75 days. If gender data is not provided by the employer or available, those participants will also receive the communication.

Email distribution hierarchy: Employee-provided email address, employer-provided email address (not used with separated participants).

EMPLOYEE ENGAGEMENT TOOLKIT

Download and use the following materials to drive awareness and engagement with your workforce.

EMAIL For easy email communications, reminders, and promotion

INTERNAL COMMUNICATIONS POSTS For your organization’s newsletter, intranet sites, or other employee communications

DIGITAL SIGN For driving engagement in employee environments

POSTER For driving engagement in employee environments

ADDITIONAL RESOURCES FOR EMPLOYERS

Women Talk Money PSW page and toolkit
Insights and trends to help you lead a successful, forward-thinking benefits program.

The evolution of retirement: Women’s hopes and hurdles
How employers can support women in achieving their retirement goals

Source:

1 Fidelity Investments 2024 Women & Investing Study. This study presents the findings of a national online survey, among 3,012 adults, 18 years of age and older with a gender breakdown of 1,533 women and 1,463 men. Interviewing was conducted July 18-25, 2024, by Big Village, which is not affiliated with Fidelity Investments.

Investing involves risk, including risk of loss.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting or otherwise using the Fidelity prepared communications above and on behalf of such organization accept the terms and conditions included in Terms for Client Usage located here: http://go.fidelity.com/TermsForClientUsage.

Views expressed are as of the date indicated, based on information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

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

For plan sponsor and investment professional use only.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

© 2025 FMR LLC. All rights reserved.

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