Link: UCOP's e-newsletter

Stay Informed. Stay Connected.

Upcoming financial workshops on Nov. 15 and Dec. 6

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 final workshops to be offered in 2016 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.

 

The UC Retirement Choice Program

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

Date: Tuesday, Nov. 15
Time: 9 to 10 a.m.
Location: Kaiser 705

Date: Tuesday, Dec. 6
Time: 2 to 3 p.m.
Location: Franklin 11326

 

Getting on the Right Path with Your UC Savings Plan

Introduction to UC Retirement Savings Program benefits, features, and investments.

Date: Tuesday, Nov. 15
Time: 10 to 11 a.m.
Location: Kaiser 705

 

Making the Most of Social Security

Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you.

Date: Tuesday, Nov. 15
Time: 12 to 1 p.m.
Location: Franklin 11326

 

Your College Savings Options

Introduction to saving for college, including planning guides and available tools.

Date: Tuesday, Nov. 15
Time: 1 to 2 p.m.
Location: Franklin 11326

 

Women & Investing – Get Organized

How to build healthy financial habits for women, including how to create a budget and build a debt/savings strategy.

Date: Tuesday, Nov. 15
Time: 2 to 3 p.m.
Location: Franklin 11326

 

Women & Investing- Retirement Income Planning

Introduction to key retirement planning concepts for women, including estimating how long your money may last and preparing for challenges you may face in retirement.

Date: Tuesday, Dec. 6
Time: 9 to 10 a.m.
Location: Kaiser 705

 

Your UC Retirement System

Introduction to your UC Retirement System—the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 403(b), 457(b); and DC Plans.

Date: Tuesday, Dec. 6
Time: 10 to 11 a.m.
Location: Kaiser 705

 

Designing a Financial Roadmap

How to build a financial roadmap that can help you navigate all your savings needs.

Date: Tuesday, Dec. 6
Time: 12 to 1 p.m.
Location: Franklin 11326

 

Women & Investing – Build and Own Your Plan

Introduction to investing, including how to build a plan for investing your personal and retirement savings.

Date: Tuesday, Dec. 6
Time: 1 to 2 p.m.
Location: Franklin 11326


Leave your comment here