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

Stay Informed. Stay Connected.

Take a workshop this fall to help with your personal financial planning

At no cost to you, UC provides workshops for UCOP staff on a variety of personal finance topics, led by Fidelity Retirement Counselor Nancy Pargot. All of them offer valuable advice and tools for meeting your financial goals — and they only take one hour to attend!

Take a look at the fourth 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.

Guide to Investing in the UC Retirement Savings Program

Learn how to build an investment strategy based on risk tolerance, investing horizon and involvement level, using the investment options available through UC’s 403(b), 457(b) and DC plans.

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

Date: Tuesday, Oct. 10
Time: 2 to 3 p.m.
Location: Franklin 5326

The UC Retirement Choice Program

For employees hired on or after July 1, 2016: Learn how the Retirement Choice program works, including details on the Pension and Savings Choice options, what to consider when making your choice, and instructions on how to make it.

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

Date: Tuesday, Nov. 14
Time: 1 to 2 p.m.
Location: Kaiser 705

Date: Tuesday, Dec. 12
Time: 2 to 3 p.m.
Location: Franklin 11110

Maximizing Social Security in Your Retirement Strategy

Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.

Date: Tuesday, Oct. 10
Time: 12 to 1 p.m.
Location: Franklin 5326

Fundamentals of Retirement Income Planning

Increase your understanding of when you may be able to retire, ways you can help make your savings last, and retirement challenges you may face.

Date: Tuesday, Oct. 10
Time: 1 to 2 p.m.
Location: Franklin 5326

Women and Investing: Organize, Plan, Own Your Future

Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely.

Date: Tuesday, Nov. 14
Time: 9 to 10 a.m.
Location: Franklin 11110

Date: Tuesday, Nov. 14
Time: 12 to 1 p.m.
Location: Kaiser 705

Getting Started in the UC Retirement Savings Program

Understand how UC’s voluntary 403(b), 457(b) and DC plans can help you save more for retirement, including the benefits of pre-tax saving, and find out how to enroll.

Date: Tuesday, Nov. 14
Time: 10 to 11 a.m.
Location: Franklin 11110

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, gifting, and insurance replacement strategies.

Date: Tuesday, Nov. 14
Time: 2 to 3 p.m.
Location: Kaiser 705

Identify and Prioritize Your Savings Goals

Learn how to balance saving for retirement with other savings goals such as paying off student loans, purchasing a home or saving for children’s college.

Date: Tuesday, Dec. 12
Time: 9 to 10 a.m.
Location: Kaiser 705

Date: Tuesday, Dec. 12
Time: 12 to 1 p.m.
Location: Franklin 11110

Your UC Retirement System

Overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through to 403(b), 457(b) and DC plans.

Date: Tuesday, Dec. 12
Time: 
10 to 11 a.m.
Location: Kaiser 705

Basics of When and How to Claim Social Security

Understand how Social Security works and what you should consider before you claim your benefit.

Date: Tuesday, Dec. 12
Time: 1 to 2 p.m.
Location: Franklin 11110

 


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