You’ve been meaning to focus on your investments, do better budgeting or start planning for retirement. Why wait any longer?

UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. The next round of workshops will be held on Oct. 14 and 21 and are listed below.

All of these workshops offer valuable advice and tools for meeting your financial goals — and they only take one hour to attend!

Take a look at the schedule below and then register for the workshop(s) you wish to attend by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Building a Portfolio for Any Weather

How to diversify your investments across asset classes to help maximize returns and minimize risks.

Date: Friday, Oct. 14
Time: 9:30 to 10:30 a.m.
Location: Kaiser 705

Create a Budget, Ditch Your Debt, and Start Building for the Future

What you need to know about budgeting, debt and making room for saving.

Date: Friday, Oct. 14
Time: 10:30 to 11:30 a.m.
Location: Kaiser 705

Preserving Your Savings for Future Generations

Introduction to key tools for estate planning, including strategies for gifting and insurance replacement.

Date: Friday, Oct. 21
Time: 12 to 1 p.m.
Location: Franklin 11326

Fundamentals of Retirement Income Planning

Introduction to key concepts, considerations, and resources for determining when you are ready to retire.

Date: Friday, Oct. 21
Time: 1 to 2 p.m.
Location: Franklin 11326

The UC Retirement Choice Program

Learn about your retirement benefit options, understand how to make your choice and get answers to your questions.

Date: Friday, Oct. 21
Time: 2 to 3 p.m.
Location: Franklin 11326

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