Link: UCOP's e-newsletter

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Learn about retirement, saving and investing in free workshops on May 17

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
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


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