Fidelity summer workshops start next week
July 7, 2015 •
Fidelity Retirement Counselor Nancy Pargot offers free workshops for UCOP employees on a variety of financial topics. Coming up:
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.
Location and date:
- Franklin 12129: July 14, 2-3 p.m.
See the full list of courses offered through September here.
Reserve a spot in these session on the Fidelity website or by calling 800-642-7131.
