Want to feel more in control of your finances? Take a free workshop.
September 26, 2016 •
You’ve been meaning to focus on your investments, do better budgeting or start planning for retirement. Why wait any longer?
UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. The remaining workshops to be held in 2016 are listed below.
All of these workshops offer valuable advice and tools for meeting your financial goals — and they only take one hour to attend!
Take a look at the schedule below and then register for the workshop(s) you wish to attend by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks.
Date: Friday, Oct. 14
Time: 9:30 to 10:30 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: Friday, Oct. 14
Time: 10:30 to 11:30 a.m.
Location: Kaiser 705
Preserving Your Savings for Future Generations
Introduction to key tools for estate planning, including strategies for gifting and insurance replacement.
Date: Friday, Oct. 21
Time: 12 to 1 p.m.
Location: Franklin 11326
Fundamentals of Retirement Income Planning
Introduction to key concepts, considerations, and resources for determining when you are ready to retire.
Date: Friday, Oct. 21
Time: 1 to 2 p.m.
Location: Franklin 11326
The UC Retirement Choice Program
Learn about your retirement benefit options, understand how to make your choice and get answers to your questions.
Date: Friday, Oct. 21
Time: 2 to 3 p.m.
Location: Franklin 11326
Date: Tuesday, Nov. 15
Time: 9 to 10 a.m.
Location: Kaiser 705
Date: Tuesday, Dec. 6
Time: 2 to 3 p.m.
Location: Franklin 11326
Getting on the Right Path with Your UC Savings Plan
Introduction to UC Retirement Savings Program benefits, features, and investments.
Date: Tuesday, Nov. 15
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, Nov. 15
Time: 12 to 1 p.m.
Location: Franklin 11326
Your College Savings Options
Introduction to saving for college, including planning guides and available tools.
Date: Tuesday, Nov. 15
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, Nov. 15
Time: 2 to 3 p.m.
Location: Franklin 11326
Women & Investing- Retirement Income Planning
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, Dec. 6
Time: 9 to 10 a.m.
Location: Kaiser 705
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, Dec. 6
Time: 10 to 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, Dec. 6
Time: 12 to 1 p.m.
Location: Franklin 11326
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, Dec. 6
Time: 1 to 2 p.m.
Location: Franklin 11326
