Learn about retirement, saving and investing in free workshops on May 17
May 9, 2016 •
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 session(s) below on the Fidelity website or by calling 800-642-7131.
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 – 10 a.m. in Kaiser 705
12 – 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 – 11 a.m.
LOCATION: Kaiser 705
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 – 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 – 3 p.m.
LOCATION: Franklin 10325
