Have you been meaning to focus on investing, create a household budget or do some retirement planning? Why not take a one-hour workshop that can help you achieve your financial goals?

UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. The third quarter schedule of workshops is listed below. (You can also find workshop information on myUCretirement.com.)

Reserve a spot in the session(s) you wish to attend by visiting the Fidelity website getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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, July 19
Time: 9 to 10 a.m.
Location: Kaiser 705

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, July 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, July 19
Time: 12 to 1 p.m.
Location: Franklin 5326

The UC Retirement Choice Program
If you were hired on or after July 1, 2016, learn about your retirement benefit options, understand how to make your choice and get answers to your questions.

Date: Tuesday, July 19
Time: 1 to 2 p.m.
Location: Franklin 5326

Date: Tuesday, August 16
Time: 10 to 11 a.m.
Location: Kaiser 705

Date: Tuesday, September 20
Time: 2 to 3 p.m.
Location: Franklin 5326

Fundamentals of Retirement Income Planning
Introduction to key concepts, considerations, and resources for determining when you are ready to retire.

Date: Tuesday, July 19
Time: 2 to 3 p.m.
Location: Franklin 5326

Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks.

Date: Tuesday, August 16
Time and location:
· 9 to 10 a.m. in Kaiser 705
· 1:30 to 2:30 p.m. in Franklin 5320

Date: Tuesday, September 20
Time: 10 to 11 a.m.
Location: Kaiser 705

Making the Most of Social Security
Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you.

Date: Tuesday, August 16
Time: 12 to 1 p.m.
Location: Franklin 5320

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, September 20
Time and location:
· 9 to 10 a.m. in Kaiser 705
· 12 to 1 p.m. in Franklin 5326

Designing a Financial Roadmap
How to build a financial roadmap that can help you navigate all your savings needs.

Date: Tuesday, September 20
Time: 1 to 2 p.m.
Location: Franklin 5326

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