Upcoming UC financial education classes
December 7, 2015 •
The final financial education classes of the year are coming up. Reserve a spot in the following sessions on the Fidelity website or by calling 800-642-7131.
All of the following classes take place on Friday, Dec. 11.
Women & Investing — Get Organized
For many women, planning for retirement brings special challenges. Why? Because women tend to live longer, save less and not to be as engaged as men when it comes to retirement and financial planning. This class is designed to help you build healthy financial habits. You’ll learn how to create a budget and build a debt/savings strategy.
Location and time:
- Kaiser 705: 9:30-10:15 a.m.
Getting on the Right Path with Your Workplace Savings
This class is designed to help you make the most of your UC Retirement Savings Program: the 403(b) and 457(b) plans. You will learn the benefits of joining your retirement savings plan, why it’s important to save for retirement and how to get started. After you complete the class, you should be able to determine your workplace savings needs, enroll in the 403(b) and 457(b) plans, and make your initial investment elections.
Location and time:
- Kaiser 705: 10:15-11 a.m.
Women & Investing — Build and Own Your Plan
This class is designed to help women understand their unique approach to investing and begin building a plan for investing their personal and retirement savings. You’ll learn what a mutual fund is, what type of investor you are, how to build a diversified mix of investments, and how to monitor and evaluate your investments over time.
Location and time:
- Franklin 10333: 12-1 p.m.
Women & Investing — Retirement Income Planning On Your Own
Because women generally live longer than men, it’s especially important for women to plan for a lengthy and financially healthy retirement. This class is designed to help you decide when you may be able to retire, estimate how long your money may last and prepare for challenges you may face in retirement.
Location and time:
- Franklin 11110: 1-2 p.m.
Preserving Your Savings for Future Generations
This class will help you understand key tools for estate planning. You’ll also learn about strategies for gifting and insurance replacement, see what you need to consider when you’re designating your beneficiaries, and get tools and resources that can help you take the next step.
Location and time:
- Franklin 11110: 2-3 p.m.
