Upcoming financial education classes from Fidelity
Make the most of your UC Retirement Savings Program by taking one or more financial education classes this fall, or drop by the Retirement Savings Program Help Desk. Fidelity is offering a roster of classes and events through December.
Remaining Confident in a Volatile Market:
November 18, 10:00 am Franklin, Room 10325
Building a Portfolio for Any Weather
October 21, noon Kaiser, Room 1217
November 18, noon Franklin, Room 10325
Getting on the Right Path with Your Workplace Savings
October 21, 10:00 am Kaiser, Room 1217
December 8, 10:00 am Franklin, Room 11326
Taking Control of Your Personal Finances
December 8, 3:00 pm Franklin, Room 11326
Quarterly Market Perspective
November 18, 3:00 pm Franklin, Room 10325
Creating a Plan for Lifetime Income in Retirement
December 8, noon Franklin, Room 11326
Accessing Your Account Online
October 21, 4:00 pm Kaiser, Room 1217
Retirement Savings Program Help Desk – No appointment needed!
October 21, 2:00-4:00 pm Kaiser, Room 1217
November 18, 2:00-3:00 pm Franklin, Room 10325
December 8, 2:00-3:00 pm Franklin, Room 11326
RSVP with Fidelity® Retirement Services at 1-800-642-7131 or visit Fidelity.com/atwork/reservations.
For employees who need security access to the Franklin Building, please send an email to firstname.lastname@example.org. Find UCOPs ongoing
schedule of financial education classes online: http://atyourservice.ucop.edu/employees/retirement_savings/rrw-ucop.html
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Examples shown are fictional employees and are for illustrative purposes only.
Before investing in any investment option, please carefully consider the investment objectives, risks, charges and expenses.
This and other information on the UC Core Funds is available, free of charge, online at www.netbenefits.com or by calling
Fidelity® Retirement Services at 1-866-6UC-RSVP (1-866-682-7787). This and other information on mutual fund options that are
part of the UC Core Funds line up and other mutual funds outside the UC Core Fund line up can be found in each mutual fund’s
prospectus or, if available, a summary prospectus, which can be obtained, free of charge, at the same web site and toll-free
phone number. Read the information carefully before you invest.