Fidelity
Let Fidelity help you create the future you want for yourself and your loved ones. Whether you’re new to investing or an experienced trader, we’re here to help you on your way.
Find their valuable educational resources below:
Broadview Federal Credit Union
Offered in partnership with Broadview Financial Well-Being, MoneyEdu is a benefit Broadview is proud to offer Ellis Medicine. Whether you’d like to reduce debt, plan for the future, or supercharge your monthly budget, MoneyEdu has hundreds of resources to help you reach your financial goals. Through a personalized MoneyEdu account, you’ll build a portfolio of achievements based on what matters to you.
Questions? Reach out to Broadview’s Relationship Manager, Michele Kollmer michele.kollmer@broadviewfcu.com | Working Remotely; cell: 518-810-5939
You can also view a brief MoneyEdu video to learn more about this great benefit!
MoneyEdu tools and resources include:
- Over a dozen self-paced online courses.
- New financial wellness themes each week.
- Calculators for buying a car, borrowing for higher education, financing a home, saving for retirement, managing debt, plus more.
- Monthly budget and budget tracking tools to help you take charge of your spending.
- Assessments that measure your financial health, check your risk of identity theft, and help you reflect on your financial values.
- Checklists and financial goals exercises with reminders you can add to your calendar.
- Export tools for sharing your work with family members or financial advisors…and more!
Create your account today with this link: https://broadviewfcu.moneyedu.org/Ellis
- Then select signup!
- Visit BFCU website for even more financial education resources!
All Broadview / MoneyEdu and Corebridge educational programs and tools qualify for financial wellness activity credit on your Wellness Passport. Visit our Wellness Passport page to learn how to save up to *$30 per month on your 2025 Ellis Health Insurance Premiums!
*Bargaining Unit Employees, please reference the CBA.
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