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UC Retirement workshops coming up

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 date:

  • Kaiser 712: June 16, 10-11 a.m.
  • Franklin 12129: June 16, 2-3 p.m.

Understanding fund menu changes: Important changes are coming to UC’s fund menu. 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 date:

  • Kaiser 712: June 16, 9-10 a.m.
  • Franklin 12129: June 16, 12-1 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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