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Free Jan. 5 workshops can help with financial planning

UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pergot.

Reserve a spot in the following sessions on the Fidelity website or by calling 800-642-7131.


Your UC Retirement System

Date: Tuesday, Jan. 5
Times and Locations: 9 to 10 a.m. in Kaiser 705 and 12 to 1 p.m. in Franklin 12129

This class will introduce you to your UC Retirement System—the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 403(b), 457(b); and DC Plans. After the class, you’ll have a better understanding of how the programs work together to help you build a more secure financial future.


Designing a Financial Roadmap

Date: Tuesday, Jan. 5
Time: 10 to 11 a.m.
Location: Kaiser 705

This class teaches you how to build a financial roadmap that can help you navigate all your savings needs. You’ll learn how to plan for retirement while establishing non-retirement goals and savings options. You’ll also review ways to protect your assets.


Women & Investing: Retirement Income Planning on Your Own

Date: Tuesday, Jan. 5
Time: 1 to 2 p.m.
Location: Franklin 12129

Because women generally live longer than men, it’s especially important for women to plan for a lengthy and financially healthy retirement. This class is designed to help you decide when you may be able to retire, estimate how long your money may last, and prepare for challenges you may face in retirement.


College Savings Options

Date: Tuesday, Jan. 5
2 to 3 p.m.
Franklin 12122

This class teaches you about the important steps to take when beginning to save for a child’s college education. You’ll get an overview of several of the financial vehicles available for college savings, learn general planning guidelines to prepare for future college financing needs, and see tools and resources that can help you.

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  1. Doris Wildeman January 5, 2016 Reply

    Could we have the \Designing a Financial Roadmap\ class also at our Franklin building?

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