Link: UCOP's e-newsletterCelebrating 150 years of being boldly Californian.

Stay Informed. Stay Connected.

Personal finance workshops start next week: Sign up now!

“Make hay while the sun shines,” goes the old saying. On these long sunny days, why not spend a little of that summertime energy on your personal finances?

UC provides free workshops for UCOP employees on a variety of personal finance 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 third quarter 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.

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, July 11
Time: 9 – 10 a.m.
Location: Franklin 7409

Date: Tuesday, July 11
Time: 12 – 1 p.m.
Location: Kaiser 705

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: Tuesday, July 11
Time: 10 – 11 a.m.
Location: Franklin 7409

Date: Tuesday, July 11
Time: 2 – 3 p.m.
Location: Kaiser 705

Building a Portfolio for Any Weather

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

Date: Tuesday, July 11
Time: 1 – 2 p.m.
Location: Kaiser 705

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: Tuesday, Aug. 8
Time: 9 – 10 a.m.
Location: Kaiser 705

Date: Tuesday, Aug. 8
Time: 2 – 3 p.m.
Location: Franklin 12129

Getting on the Right Path with Your UC Savings Plan

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

Date: Tuesday, Aug. 8
Time: 10 – 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, Aug. 8
Time: 12 – 1 p.m.
Location: Franklin 12129

Date: Tuesday, Sept. 26
Time: 12 – 1 p.m.
Location: Kaiser 705

Fundamentals of Retirement Income Planning

Understand when you may be able to retire, ways to help make your savings last, and retirement challenges you may face.

Date: Tuesday, Aug. 8
Time: 1 – 2 p.m.
Location: Franklin 12129

Date: Tuesday, Sept. 26
Time: 1 – 2 p.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, Sept. 26
Time: 9 – 10 a.m.
Location: Franklin 12322 

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, Sept. 26
Time: 10 – 11 a.m.
Location: Franklin 12322 

Date: Tuesday, Sept. 26
Time: 2 – 3 p.m.
Location: Kaiser 705 


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