Following the Fundamentals - 2026 Upcoming Shows
June 
7
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December 
27
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00:00am–00:00pm EST

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Mrs Robinson
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Mrs Robinson
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00:00am–00:00pm EST

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Tanya Shanosky is a host of exceptional ability. Studies show that a vast majority of guests attending events by Tanya have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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Tanya Shanosky is a host of exceptional ability. Studies show that a vast majority of guests attending events by Tanya have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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Mrs Robinson
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00:00am–00:00pm EST

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Tanya Shanosky is a host of exceptional ability. Studies show that a vast majority of guests attending events by Tanya have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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We’re welcoming special guests Tracee Ellis Ross (award-winning actress, producer, and CEO of PATTERN Beauty) and Danielle Weisberg (co-founder and co-CEO of theSkimm) for a month-long series putting a spotlight on the unique financial journeys of women and smart money moves to create the future you want. Sign up now for our marquee events and check out the full lineup of panels and workshops. 

Mrs Robinson
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00:00am–00:00pm EST

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Tanya Shanosky is a host of exceptional ability. Studies show that a vast majority of guests attending events by Tanya have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Room #

We’re welcoming special guests Tracee Ellis Ross (award-winning actress, producer, and CEO of PATTERN Beauty) and Danielle Weisberg (co-founder and co-CEO of theSkimm) for a month-long series putting a spotlight on the unique financial journeys of women and smart money moves to create the future you want. Sign up now for our marquee events and check out the full lineup of panels and workshops. 

Marquee event: Call the shots for you and your money

Wednesday, October 18, 2:00 p.m.–2:45 p.m. ET

Women Talk Money welcomes award-winning actress, producer, and CEO/founder of PATTERN Beauty, Tracee Ellis Ross, for a powerful conversation about creating more opportunities for women in terms of our careers and money and what it means to call the shots to get after what you want.

 

Marquee event: Build a better game plan for your money

Wednesday, November 1, Noon–12:45 p.m. ET

Living longer. Health care costs. Caregiving. Career breaks. Don’t miss out as special guest Danielle Weisberg, co-founder and co-CEO of theSkimm, joins us for real talk about the financial realities that impact women every day, how they can affect our money and career goals, and ways to help plan for whatever lies ahead.

 

Be sure to check out the full lineup of panels and workshops. 

Mrs Robinson
Wishes you a wonderful day

00:00am–00:00pm EST

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Tanya Shanosky is a host of exceptional ability. Studies show that a vast majority of guests attending events by Tanya have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

Room #

We’re welcoming special guests Tracee Ellis Ross (award-winning actress, producer, and CEO of PATTERN Beauty) and Danielle Weisberg (co-founder and co-CEO of theSkimm) for a month-long series putting a spotlight on the unique financial journeys of women and smart money moves to create the future you want. Sign up now for our marquee events and check out the full lineup of panels and workshops. 

Mrs Robinson
Wishes you a wonderful day

00:00am–00:00pm EST

Insert Session Title Here

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Tanya Shanosky is a host of exceptional ability. Studies show that a vast majority of guests attending events by Tanya have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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Wednesday
, 
November 
29
, 
7:00pm
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10:00pm
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Featured Event

What are the Charts telling us?

A live, audience driven, interactive discussion about markets, ETFs, stocks, and what the charts might be saying.

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Wednesday
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29
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January 
12
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December 
31
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January 
12
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December 
31
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Sharpen your options trading with “In the Money”. Learn from professionals at Fidelity and OptionsPlay® as they analyze market trends, present actionable insights, provide education about trade ideas.

Thursday
, 
April 
1
, 
2021
, 
7:00pm
 – 
10:00pm 
EDT

Covering Crypto Livestream 

Join us for the next episode of "Following the Fundamentals"

Coaching sessions with the Trading Strategy Desk

Please take note of a shift in our regular monthly schedule for our February event: “How to build your net worth.”  Plan to join us on February 22, 2023, 2:00-2:45 p.m. ET. 

Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.

Coaching sessions with the Trading Strategy Desk

Browse and register for our upcoming webinars using the schedule below.

Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.

Join us this October for special events with Mindy Kaling, Reshma Saujani, and Cate Luzio. In our month-long series,

Invest in you: Reframe and reenergize your finances, we’ll talk about how you think about your goals, earning power, and investing.

Register now!

 Schedule

Mrs Robinson
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A month-long January event


Financial wellness month—featuring Women & wellness week

Join us for a month of special events focusing on a strong and healthy financial foundation. Why? Because when you have the financial basics under control, then you have more options now and in the future. Join Women Talk Money the second week of January for a series of events on what’s different for women and how it affects your financial wellness.

 


January 13, 2023, 12:00-1:00 p.m. ET

Organize, plan, and own your future

 

Want to look a bit more closely at the role you play in your finances? Learn the principles of budgeting and saving, and how being actively involved with a plan can help you reach your goals. In this workshop, we’ll talk through tips for putting more money aside and identify potential next steps to help grow your savings for the near term and the future, from building up your emergency fund to saving for retirement, to all the goals you have in between.

 

Register now

 


January 13, 2023, 2:00-3:00 p.m. ET

Women Talk Money live Q&A

The Women Talk Money team will host an open forum to answer your questions about saving, investing, and planning for the future you dream of. Maybe you’ve had a question on your mind for a long time and never got a chance to ask it. Or maybe we didn’t have time to get to it in one of our other Women Talk Money events. The good news is that we're here and ready to dive into all your questions about the financial realities of being a woman.


Register now


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Featured Fidelity Viewpoints®: Market Sense event

Following the Fundamentals - 2026 Upcoming Shows

Covering Crypto Livestream 

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Mrs Robinson
Wishes you a wonderful day

OCTOBER AND

NOVEMBER

Events kick off
Wednesday, October 18

Don’t miss our Fall Event Series

We’re welcoming special guests Tracee Ellis Ross (award-winning actress, producer, and CEO/founder of PATTERN Beauty) and Danielle Weisberg (co-founder and co-CEO of theSkimm) for a monthlong series putting a spotlight on the unique financial journeys of women and smart money moves for creating the future you want.


Be sure to check out the full lineup of panels and workshops.

 

Marquee event: Build a better game plan for your money

Wednesday, November 1, Noon–12:45 p.m. ET

Living longer. Health care costs. Caregiving. Career breaks. Don’t miss out as special guest Danielle Weisberg, co-founder and co-CEO of theSkimm, joins us for real talk about the financial realities that impact women every day, how they can affect our money and career goals, and ways to help plan for whatever lies ahead.

 

Be sure to check out the full lineup of panels and workshops. 

Marquee event: Call the shots for you and your money

Wednesday, October 18, 2:00 p.m.–2:45 p.m. ET

Women Talk Money welcomes award-winning actress, producer, and CEO/founder of PATTERN Beauty, Tracee Ellis Ross, for a powerful conversation about creating more opportunities for women in terms of our careers and money and what it means to call the shots to get after what you want.

 

Marquee event: Build a better game plan for your money

Wednesday, November 1, Noon–12:45 p.m. ET

Living longer. Health care costs. Caregiving. Career breaks. Don’t miss out as special guest Danielle Weisberg, co-founder and co-CEO of theSkimm, joins us for real talk about the financial realities that impact women every day, how they can affect our money and career goals, and ways to help plan for whatever lies ahead.

 

Be sure to check out the full lineup of panels and workshops. 

Register here

Room #

Thursday, September 28

12:00-12:45 p.m. ET


All about HSAs: A powerful way to help save for health care expenses

As women, we often face higher health care costs throughout our lives—and especially in retirement. Learn how a health savings account (HSA) can be a powerful (triple!) tax-advantaged way to help plan and save for qualified medical expenses for both today and into retirement.

Register here

Room #

Mrs Robinson
Wishes you a wonderful day

DECEMBER

Wednesday, September 13

2:00 p.m.–2:45 p.m. ET


Are you making the most of your workplace benefits?

Annual enrollment season is approaching quickly, and we're here to help you get the most out of it. Join us for a special event that will cover topics from retirement savings to health care to other types of wellness support.

Register here

Room #

Wednesday, December 6

Noon–12:45 p.m. ET


Are you making a money resolution for the new year?

Whether you're making financial resolutions or not, these tips can help jump-start your finances in 2024 and help you make the most of your money. From tackling debt to boosting savings, we have ideas for everyone to start the year strong.

Register here

Room #

Thursday, September 28

12:00-12:45 p.m. ET


All about HSAs: A powerful way to help save for health care expenses

As women, we often face higher health care costs throughout our lives—and especially in retirement. Learn how a health savings account (HSA) can be a powerful (triple!) tax-advantaged way to help plan and save for qualified medical expenses for both today and into retirement.

Register here

Room #

Mrs Robinson
Wishes you a wonderful day

JANUARY

Wednesday, January 10

2:00 p.m.–2:45 p.m. ET


How to save more in 2024

With everyday things costing more, having our money work as hard as we do becomes even more important. And if you’re feeling stretched when it comes to how to save for other financial goals because life costs you more, you're not alone. During this event, we'll cover how even small amounts set aside can make a difference for you now and in your future. You'll leave with actionable steps on everything from tips on balancing saving and spending to ways to help your money work harder in 2024.

Register here

Room #

Thursday, September 28

12:00-12:45 p.m. ET


All about HSAs: A powerful way to help save for health care expenses

As women, we often face higher health care costs throughout our lives—and especially in retirement. Learn how a health savings account (HSA) can be a powerful (triple!) tax-advantaged way to help plan and save for qualified medical expenses for both today and into retirement.

Register here

Room #

Mrs Robinson
Wishes you a wonderful day

JANUARY

Thursday, January 25

Noon–12:30 p.m. ET


You ask, we answer: Building financial momentum in 2024

Get real-time answers to your biggest questions about budgeting, saving, and investing in 2024. Our panel will take live questions via chat and answer as many as possible during the session. Plus, if there are topics we can’t get to during our conversation, we’ll continue answering questions on Women Talk Money’s LinkedIn and Instagram channels after the event. Join us and let’s talk.

Register here

Room #

Thursday, September 28

12:00-12:45 p.m. ET


All about HSAs: A powerful way to help save for health care expenses

As women, we often face higher health care costs throughout our lives—and especially in retirement. Learn how a health savings account (HSA) can be a powerful (triple!) tax-advantaged way to help plan and save for qualified medical expenses for both today and into retirement.

Register here

Room #

Mrs Robinson
Wishes you a wonderful day

OCTOBER AND NOVEMBER


Kickoff Wednesday, October 18


Don't miss our fall event series

We’re welcoming special guests Tracee Ellis Ross (award-winning actress, producer, and CEO of PATTERN Beauty) and Danielle Weisberg (co-founder and co-CEO of theSkimm) for a month-long series putting a spotlight on the unique financial journeys of women and smart money moves to create the future you want. Sign up now for our marquee events and check out the full lineup of panels and workshops. 

Marquee event:  Call the shots for you and your money, with special guest Tracee Ellis Ross

October 18, 2:00 p.m. – 2:45 p.m. ET

 

Marquee event:  Build a better game plan for your money, with special guest Danielle Weisberg

November 1, 12:00 p.m. – 12:45 p.m. ET

Register here

Room #

Thursday, September 28

12:00-12:45 p.m. ET


All about HSAs: A powerful way to help save for health care expenses

As women, we often face higher health care costs throughout our lives—and especially in retirement. Learn how a health savings account (HSA) can be a powerful (triple!) tax-advantaged way to help plan and save for qualified medical expenses for both today and into retirement.

Register here

Room #

Mrs Robinson
Wishes you a wonderful day

OCTOBER AND NOVEMBER


Kickoff Wednesday, October 18


Don't miss our fall event series

We’re welcoming special guests Tracee Ellis Ross (award-winning actress, producer, and CEO of PATTERN Beauty) and Danielle Weisberg (co-founder and co-CEO of theSkimm) for a month-long series putting a spotlight on the unique financial journeys of women and smart money moves to create the future you want. Sign up now for our marquee events and check out the full lineup of panels and workshops. 

Marquee events


Call the shots for you and your money, with special guest Tracee Ellis Ross

October 18, 2:00 p.m. – 2:45 p.m. ET

 

Build a better game plan for your money, with special guest Danielle Weisberg

November 1, 12:00 p.m. – 12:45 p.m. ET

Register here

Room #

Thursday, September 28

12:00-12:45 p.m. ET


All about HSAs: A powerful way to help save for health care expenses

As women, we often face higher health care costs throughout our lives—and especially in retirement. Learn how a health savings account (HSA) can be a powerful (triple!) tax-advantaged way to help plan and save for qualified medical expenses for both today and into retirement.

Register here

Room #

Meet the Trading Strategy Desk® Team

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Presenters

Steven Travali

Regional Brokerage Consultant

Fidelity Investments

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Frequently Asked Questions

What can I expect?

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Stay in the know

Subscribe to Fidelity's Educational Webinars

Don't miss out on our free, upcoming webinars. Get our webinar schedule each week. 

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 Learn more about the trading basics and our virtual coaching sessions

Register for coaching sessions on a variety of topics led by The Trading Strategy Desk® here at Fidelity.

 

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Explore our on-demand videos

Browse our selection of webinars and watch them at your convenience. 

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Investing involves risk, including risk of loss.

 
This information is intended to be educational and is not tailored to the investment needs of any specific investor.


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


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Steven Travali

Regional Brokerage Consultant

Fidelity Investment

Steven Travali is a VP Regional Brokerage Consultant supporting the great Los Angeles area. His primary responsibilities are to deepen and  develop client relationships and coach associates on engaging clients with individual securities by conducting 1:1 client appointments, local seminars on educational topics, including fundamental and technical trading strategies, researching stocks, bonds or options, market mechanics, and maximizing the use of trading software.

 

Mr. Travali started his career with Fidelity back in 2008 as an equity and options trader for Fidelity's Trading & Services Group, where his responsibilities included assisting clients with complex trading strategies, portfolio oversight, and risk management for Fidelity's most sophisticated retail traders.


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Don Raymond

Regional Brokerage Consultant

Fidelity Investments

As a Regional Brokerage Consultant, Don helps self-directed clients better understand investing strategies and how to leverage Fidelity's trading and research tools to make more informed decisions. Don meets with clients 1:1, as well as conducts local seminars and webinars on various investing topics. Client discussions may include stock selection, risk management, fundamental and technical analysis, options strategies, market mechanics, and trading platforms.


Don currently acts as a Vice President Regional Brokerage Consultant, serving 9 Fidelity branches in the Northeast. He’s been in at role since 2016. Before that, he’s held multiple roles at Fidelity including Active Trader Consultant, Trading Execution Specialist and a Financial Representative since 2004. He holds his Series 7, Series 63 and Series 4.





Series exams are administered by the Financial Industry Regulatory Authority and state securities administrators. Individuals are required to pass certain examinations and/or meet other criteria in order to be eligible to partake in certain securities industry activities.

 

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