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Free workshops can help with investing, retirement and other financial concerns

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

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


Building a Portfolio for Any Weather

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.

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


Fundamentals of Retirement Income Planning

This class will help you understand when you are ready to retire. During the class, you’ll learn key concepts, considerations and resources that can help you plan for your income in retirement. At the end of the class, you’ll be better equipped to determine when you can retire from UC.

Date: Tuesday, March 1

Time and location:

  • 9 to 10 a.m. in Kaiser 705
  • 12 to 1 p.m. in Franklin 12129


Women & Investing: Get Organized

For many women, planning for retirement brings special challenges. Why? Because women tend to live longer, save less, and not be as engaged as men when it comes to retirement and financial planning. This class is designed to help you build healthy financial habits. You’ll learn how to create a budget and build a debt/savings strategy.

Date: Tuesday, March 1
Time: 10 to 11 a.m.
Location: Kaiser 705


Preserving Your Savings for Future Generations

This class will help you understand key tools for estate planning. You’ll also learn about strategies for gifting and insurance replacement, see what you need to consider when you’re designating your beneficiaries, and get tools and resources that can help you take the next step.

Date: Tuesday, March 1
Time: 2 to 3 p.m.
Location: Franklin 12129


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