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Financial workshops begin on April 28

Did filling out your tax forms inspire you to do better budgeting, focus on your investments or start planning for retirement? If so, help is at hand!

UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. All 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 of workshops below and then register for the one(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

For members who became eligible for the Retirement Choice Program on or after July 1, 2016: Learn about your retirement benefit options, understand how to make your choice and get answers to your questions.

Date: Friday, April 28
Time: 10 – 11 a.m.
Location: Kaiser 705

Date: Tuesday, May 23
Time: 2 – 3 p.m.
Location: Franklin 10325

Date: Friday, June 2
Time: 1 – 2 p.m.
Location: Franklin 9204

Women & Investing: Build and Own Your Plan

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

Date: Friday, June 2
Time: 2 – 3 p.m.
Location: Franklin 9204

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: Tuesday, May 23
Time: 9 – 10 a.m.
Location: Kaiser 1015

Building a Portfolio for Any Weather

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

Date: Tuesday, May 23
Time: 1 – 2 p.m.
Location: Franklin 10325

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, May 23
Time: 12 – 1 p.m.
Location: Franklin 10325

Date: Friday, June 2
Time: 10 – 11 a.m.
Location: Kaiser 705 

Getting on the Right Path with Your UC Savings Plan

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

Date: Friday, April 28
Time: 2 – 3 p.m.
Location: Franklin 5318

Date: Tuesday, May 23
Time: 10 – 11 a.m.
Location: Kaiser 1015

Preserving Your Savings for Future Generations

Learn how an estate plan can help you preserve your assets and control the distribution of your estate. Covers wills and probate, power of attorney, healthcare proxies, and gifting and insurance replacement strategies.

Date: Friday, April 28
Time: 12 – 1 p.m.
Location: Franklin 5318

Women & Investing – Get Organized

How to build healthy financial habits, including creating a budget, building a debt/savings strategy and planning for other goals.

Date: Friday, April 28
Time: 9 – 10 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: Friday, June 2
Time: 12 – 1 p.m.
Location: Franklin 9204

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, May 23
Time: 11 a.m. – 12 p.m.
Location: Franklin 10325

Women & Investing – Retirement Income Planning on Your Own

Learn how to plan for retirement without a partner, including when you may be able to retire, ways to help make your savings last and retirement challenges you may face.

Date: Friday, April 28
Time: 1 – 2 p.m.
Location: Franklin 5318

Your College Savings Options

Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.

Date: Friday, June 2
Time: 9 – 10 a.m.
Location: Kaiser 705


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