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Free 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.


Create a Budget, Ditch Your Debt and Start Building for the Future

Date: Tuesday, Feb. 2
Times and Locations: 9 to 10 a.m. in Franklin 12129 and 12 to 1 p.m. in Kaiser 705

In this class, you will learn about types of debt, good and bad. You’ll get tips for boosting your credit rating and ways to whittle down your debt. After the class, you will be better-equipped to improve your financial situation.


Women & Investing: Build and Own Your Plan

Date: Tuesday, Feb. 2
Time and Location: 10 to 11 a.m. in Franklin 12129

This class is designed to help women understand their unique approach to investing and begin building a plan for investing their personal and retirement savings. You’ll learn what a mutual fund is, what type of investor you are, how to build a diversified mix of investments, and how to monitor and evaluate your investments over time.


Getting on the Right Path with Your UC Savings Plan

Date: Tuesday, Feb. 2
Time and Location: 1 to 2 p.m. in Kaiser 705

This class is designed to help you make the most of your UC Retirement Savings Program: the 403(b), 457(b), and DC Plans. You will learn the benefits of joining your retirement savings plan, why it’s important to save for retirement, and how to get started. After you complete the class, you should be able to determine your workplace savings needs, enroll and make your initial investment elections.


Building a Portfolio for Any Weather

Date: Tuesday, Feb. 2
Time and Location: 2 to 3 p.m. in Kaiser 705

Date: Tuesday, March 1
Time and Location: 1 to 2 p.m. in Franklin 12129

This class explains the role of asset allocation and diversification when you are choosing investments for your UC Retirement Savings Program accounts. After the class, you should be able to recognize the characteristics of the three asset classes, identify an appropriate target asset mix based on your situation, and understand how and when to adjust your mix.



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