Unlocking Equity Understanding: Strategies for More Informed Participants

March

27

,

2025

7:00pm

EDT

REGISTER NOW

Unlocking Equity Understanding: Strategies for More Informed Participants

Relax and relive the moment.

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What was covered

This session will explore how targeted, well‑designed educational experiences build comprehension and confidence, helping participants understand their equity within the context of their broader financial picture. Through a journey‑based lens, it aims to highlight how timely, relevant education can reduce confusion, strengthen understanding, and support more confident decision‑making.

What you’ll learn:

- Where participants struggle most across the equity lifecycle
- How timing, personalization, and format influence understanding and engagement
- How effective equity education supports more informed financial decision‑making

Key Topics:

What agile event programs are and why they're essential

Strategies and tools for building agile event marketing

How to scale agile event programs without losing brand integrity or valuable data

Steps you can take right now to introduce agile event marketing into your business

Grab your favorite snack and tune in.

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How can equity education move beyond explanations to drive real confidence and better financial decisions?

This session will explore how targeted, well‑designed educational experiences build comprehension and confidence, helping participants understand their equity within the context of their broader financial picture. Through a journey‑based lens, it aims to highlight how timely, relevant education can reduce confusion, strengthen understanding, and support more confident decision‑making.

What you’ll learn:

- Where participants struggle most across the equity lifecycle
- How timing, personalization, and format influence understanding and engagement
- How effective equity education supports more informed financial decision‑making

Venue

Enhance your user experience and build brand equity with your design vernacular.

Your Speakers

Sarah Francis

Fidelity

Head of Participant Marketing

Veronica Ellis

Fidelity

Director, Communications Team Leader

Christine Kesselring

Fidelity

Stock Plan Learning & Education Experience

Run of show

12:00PM

Webinar Begins

Opening remarks from your hosts

12:15PM

5-Tips

5 Tips for Creating Virtual Events

12:45PM

Closing

Final remarks from your hosts

Grab your favorite snack and tune in.

Pro Tip:

First, watch the video to learn how to use this type of theme. Then, replace the iFrame embed code of the video below by clicking into it and clicking on the "Embed Options" tab on the right. Hide this element when you're finished.

Need more help? Here are some great Help Center articles regarding embed best-practices:

How do I resize an iFrame?

What's the difference between iFrame elements and Video elements?

How do I embed webinars or livestreams using an iFrame element?

What can I embed using an iframe into Splash?

Resource List

01

A Guide to Agile Event Programs that Can Survive Anything

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

Download

02

Crisis Mode: Ideas for Managing Events in Challenging Situations

Learn strategies, experiences and lessons learned from top event marketing leaders who have walked through the fire more than once and lived to talk about it.

Register

03

How to Build a Rock Solid Agile Events Program

The old way of doing event marketing—a large, inflexible investment in a small number of tentpole events—doesn't fit into a business world that demands adaptability and speed.

Watch now

For plan sponsor use only.

Fidelity Stock Plan Services, LLC provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by your company or its service providers.

Fidelity® is a registered service mark of FMR LLC.

Fidelity event registration is powered by Splash, a third-party provider.

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

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