Need help with financial planning? New Fidelity workshops announced
June 30, 2015 •
Make the most of your UC Retirement Savings Program by taking one or more financial education workshops this summer.
Free monthly classes are scheduled through September, conducted by Fidelity Retirement Counselor Nancy Pargot at both Kaiser and Franklin locations. Upcoming sessions cover these subjects:
Preserving Your Savings for Future Generations: Key tools for estate planning, including strategies for gifting and insurance replacement
Locations and date:
- Kaiser 705: July 14, 9-10 a.m.
- Franklin 12129: July 14, 12-1 p.m.
College Savings Options: Vehicles for college savings plus planning guides and available tools
Locations and date:
- Kaiser 705: July 14, 10-11 a.m.
- Franklin 12129: July 14, 1-2 p.m.
Women & Investing: For women who are interested in gaining confidence in their saving and investing decisions
Locations and date:
- Franklin 12129: July 14, 2-3 p.m.
Building a Portfolio for Any Weather: The role of asset allocation and diversification in choosing investments
Locations and date:
- Kaiser 505: August 11, 9-10 a.m.
- Franklin 11110: August 14, 12-1 p.m.
Getting on the Right Path with Your UC Savings Plan: Overview of the UC Retirement Savings Program benefits, features and investments
Locations and date:
- Kaiser 505: August 11, 10-11 a.m.
- Franklin 11110: August 14, 11 a.m.-12 p.m.
Designing Your Financial Roadmap: Introduction to planning and saving for multiple financial goals
Locations and date:
- Franklin 11110: August 14, 10-11 a.m.
Accessing Your Account Online: Online tools for managing your UC Retirement Savings Program accounts
Locations and date:
- Franklin 11110: August 14, 1-2 p.m.
Your UC Retirement System: An introduction to UC retirement and savings benefits
Location and date:
- Kaiser 705: September 29, 9-10 a.m.
- Franklin 11110: September 29, 12-1 p.m.
Preparing for your UC Retirement: Key concepts, considerations and resources for determining when you are ready to retire
Locations and date:
- Kaiser 705: September 29, 10-11 a.m.
- Franklin 11110: September 29, 1-2 p.m.
Creating Your Personalized Retirement Roadmap: Step-by-step guidance to using the Personalized Retirement Roadmap tool to create your action plan for retirement
Locations and date:
- Franklin 11110: September 29, 2-3 p.m.
Reserve a spot in these session on the Fidelity website or by calling 800-642-7131.
