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Questions about your finances? Fidelity classes have answers

Fidelity Investments retirement counselor Nancy Pargot regularly offers free financial planning workshops tailored to UC employees. Upcoming classes include:

Preparing for your UC retirement: Key concepts, considerations and resources for determining when you are ready to retire

Locations and dates:

  • Kaiser 712: May 19, 9-10 a.m., and June 16, 10-11 a.m.
  • Franklin 12129: May 19, 12-1 p.m., and June 16, 2-3 p.m.

Understanding fund menu changes: Important changes are coming to UC’s fund menu in 2015. Learn when the changes will occur, how you may be affected by these changes and what actions you may need to take. (See this Link article for details about the planned changes.)

Locations and dates:

  • Kaiser 712: May 19, 10-11 a.m., and June 16, 9-10 a.m.
  • Franklin 12129: May 19, 2-3 p.m., and June 16, 12-1 p.m.

Building a portfolio for any weather: The role of asset allocation and diversification in choosing investments

Location and date:

  • Franklin 12129: May 19, 1-2 p.m.

Your UC Retirement System: An introduction to UC retirement and savings benefits

Location and date:

  • Franklin 12129: June 16, 1-2 p.m.

Register for these classes on the Fidelity website or by calling 800-642-7131.

Nancy Pargot, a Fidelity retirement counselor since 2011, has more than nine years with the company. She was previously an account executive for Fidelity’s Personal Investing Group. A registered securities representative and licensed insurance representative, Pargot holds a bachelor’s degree in history (with a minor in business) from Washington University in St. Louis.

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