Free workshops can help with investing, retirement and other financial concerns
April 4, 2016 •
UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot.
The workshops scheduled for second quarter of 2016 are listed below. Reserve a spot in the session(s) you wish to attend on the Fidelity website or by calling 800-642-7131.
Fundamentals of Retirement Income Planning
Introduction to key concepts, considerations, and resources for determining when you are ready to retire.
Date: Tuesday, April 19
Times and locations:
· 9 to 10 a.m. in Kaiser 705
· 12 to 1 p.m. in Franklin 11326
Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks.
Date: Tuesday, April 19
Time: 10 to 11 a.m.
Location: Kaiser 705
Getting on the Right Path with Your UC Savings Plan
Introduction to UC Retirement Savings Program benefits, features, and investments.
Date: Tuesday, April 19
Time: 1 to 2 p.m.
Location: Franklin 11326
Women & Investing: Get Organized
How to build healthy financial habits for women, including how to create a budget and build a debt/savings strategy.
Date: Tuesday, April 19
Time: 2 to 3 p.m.
Location: in Franklin 11326
Preserving Your Savings for Future Generations
Introduction to key tools for estate planning, including strategies for gifting and insurance replacement.
Date: Tuesday, May 17
Time and location:
· 9 to 10 a.m. in Kaiser 705
· 12 to 1 p.m. in Franklin 10325
Your UC Retirement System
Introduction to your UC Retirement System — the UC Retirement Plan (UCRP) and the UC Retirement Savings Program (the 403(b), 457(b); and DC Plans).
Date: Tuesday, May 17
Time: 10 to 11 a.m.
Location: Kaiser 705
Date: Tuesday, June 21
Time: 1 to 2 p.m.
Location: Franklin 11326
Designing a Financial Roadmap
How to build a financial roadmap that can help you navigate all your savings needs.
Date: Tuesday, May 17
Time: 1 to 2 p.m.
Location: Franklin 10325
Women & Investing: Build and Own Your Plan
Introduction to investing, including how to build a plan for investing your personal and retirement savings.
Date: Tuesday, May 17
Time: 2 to 3 p.m.
Location: Franklin 10325
College Savings Options
Introduction to saving for college, including planning guides and available tools.
Date: Tuesday, June 21
Times and locations:
· 9 to 10 a.m. in Kaiser 705
· 12 to 1 p.m. in Franklin 11326
Women & Investing: Retirement Income Planning on Your Own
Introduction to key retirement planning concepts for women, including estimating how long your money may last and preparing for challenges you may face in retirement.
Date: Tuesday, June 21
Time: 10 to 11 a.m.
Location: Kaiser 705
Create a Budget, Ditch Your Debt, and Start Building for the Future
What you need to know about budgeting, debt and making room for saving.
Date: Tuesday, June 21
Time: 2 to 3 p.m.
Location: Franklin 11326
