Vanderbilt, Fidelity offer new resources to help employees manage financial wellness

Vanderbilt University and Fidelity have widened their collaboration to offer you more tools to help you take control of your financial journey! Explore these exciting new resourceson NetBenefits; they are designed to enhance your financial wellness and boost your confidence in managing your life and finances. These offerings are part of a selection ofvoluntary resources, giving you the freedom to choose the tools and services that best support your financial goals.Please keep in mind that some of these resources may have costs associated with them that would be paid directly to the program vendor.We encourage you to explore what's available and take advantage of the resources that align with your needs and priorities.

CAREGIVING FOR YOU AND YOUR LOVED ONES

Attainable® Savings Plan-Invest and save for disability expenses with Attainable® Savings Plan managed by Fidelity for individuals with disabilities, their families and guardians to save and invest while keeping public benefits such as supplemental security income and Medicaid.

SUPPORTING CHARITIES YOU CARE ABOUT

Fidelity Charitable Giving-Connect personal goals to your charitable interests and tax considerations with a Giving Account. Maximize your impact with tax-smart ways to support your favorite charities.

PROTECT YOURSELF AND YOUR FAMILY FINANCIALLY

Help with estate planning legal documents-Ensure that your family is protected with the Fidelity Estate Planner®, a free online tool that simplifies the estate planning process.1

Easily find an attorney online-Find a local, experienced attorney when you need one through Avvo, an online directory with independent attorney reviews.

MANAGE FINANCES

Fidelity Youth™-A free app5designed for your 13- to 17-year-old to help them develop lifelong financial skills and habits by empowering them to make, manage and invest their own money.

Help managing debt-Lower your debt with Money Management International, a not-for-profit credit counseling agency offering a free counseling session and 60 percent off debt management plan setup costs.

Save on tax preparation-Get the most out of your tax preparation with 25 percent off TurboTax®.

Get started with emergency or short-term savings-Fidelity Goal BoosterSMcombined with a Fidelity Cash Management Account can help you set up an account, save toward your fund, track progress and stay motivated.

Help managing your saving and investing goals-Plan saving goals with Fidelity Goal BoosterSMoffering affordable saving and investing options through an easy, guided experience.

PREPARING FOR COLLEGE

Help navigating the college admissions process-Work with CollegeWise, the nation's largest college counseling organization, to navigate the college admissions process-with a special discount on services.

GET MORE OF THE FINANCIAL HELP YOU NEED

Take a financial wellness checkup-Take the pulse of your personal finances with a financial wellness checkup from Fidelity.

Help navigating the moments that matter most-Fidelity's Life Events can help you navigate major life events, like starting a family, planning for college, buying a home and more.

Learn more about all the resources available to you by visiting netbenefits.com/Vanderbiltor calling 1-800-343-0860.