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UC retirement readiness education programs

Make sure you’re financially prepared for retirement by attending one of UC’s free retirement readiness workshops, open to all staff, and their spouses and partners.  These classes explain the basics about UC’s retirement savings plans, offer the fundamentals of retirement planning, and can help you determine investment strategies.

Sign up now for the March 16th classes, Franklin, 12322:
To reserve a space in the workshop, call 1-800-642-7131 Monday through Friday, 5 a.m. to 9 p.m.

“The Fundamentals of Retirement Income Planning” – 12:00 p.m.
•    This workshop is designed for people who are planning to retiree soon. You will learn the importance of a written income plan and things you should consider when developing an income plan.

“Quarterly Market Perspective” – 2:00pm
•    Gain a better understanding of current market trends, review the most recent quarter’s market performance, and discuss economic topics

Or invite Alyssa Valladao, of Fidelity, to present a workshop or two specifically for your unit.  She may be reached at alyssa.valladao@fmr.com or  (925) 906-9894.

If you are an employee who does not have access to the Franklin Building, please send an email to benefits@ucsf.edu requesting access, and a Benefits Representative will follow up with you directly.

It’s never to late to Focus on Your Future!


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