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

Stay Informed. Stay Connected.

Sign up for personal finance workshops to be held on March 13

You’ve probably been meaning to focus on your investments, do better budgeting or start planning for retirement. It’s easy to do when UC provides workshops for employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. These workshops are held at no cost to you.

Check out the list of upcoming workshops below. All offer valuable advice and tools for meeting your financial goals — and they only take one hour to attend. That’s a small investment of time to improve your finances.

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.

Stay tuned to Link for the second quarter schedule coming soon!

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, and instructions on how to make your choice.

Date: Tuesday, March 13
Time: 9 – 10 a.m.
Location: Kaiser 705

Women & Investing: Organize, Plan and Own Your Future

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

Date: Tuesday, March 13
Time: 10 – 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, March 13
Time: 12 – 1 p.m.
Location: Franklin 5305

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: Tuesday, March 13
Time: 1 – 2 p.m.
Location: Franklin 5305

Getting Started in the UC Retirement Savings Program

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 how to enroll.

Date: Tuesday, March 13
Time: 2 – 3 p.m.
Location: Franklin 5305


Leave your comment here