You’ve been meaning to focus on your investments, do better budgeting or start planning for retirement. Start off 2017 by making good on your resolutions.

It’s easy to do when UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. The workshops to be offered in the first quarter of 2017 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.

The UC Retirement Choice Program

For employees 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, Jan. 31
Time: 9 – 10 a.m.
Location: Kaiser 705

Date: Tuesday, Feb. 28
Time: 12 – 1 p.m.
Location: Franklin 9115

Date: Tuesday, March 28
Time: 1 – 2 p.m.
Location: Franklin 9115

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, Jan. 31
Time: 10 – 11 a.m.
Location: Kaiser 705

Date: Tuesday, March 28
Time: 10 – 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, Jan. 31
Time: 12 – 1 p.m.
Location: Franklin 10325

Building a Portfolio for Any Weather

How to diversify your investments across asset classes to help maximize returns and minimize risks.

Date: Tuesday, Jan. 31
Time: 1 – 2 p.m.
Location: Franklin 10325

Date: Tuesday, Feb. 28
Time: 10 – 11 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, Jan. 31
Time: 2 – 3 p.m.
Location: Franklin 10325

Getting on the Right Path with Your UC Savings Plan

Introduction to UC Retirement Savings Program benefits, features and investments.

Date: Tuesday, Feb. 28
Time: 9 – 10 a.m.
Location: Kaiser 705

Fundamentals of Retirement Income Planning

Introduction to key concepts, considerations and resources for determining when you are ready to retire.

Date: Tuesday, Feb. 28
Time: 11 a.m. – 12 p.m.
Location: Franklin 9115

Preserving Your Savings for Future Generations

Learn how an estate plan can help you preserve your assets and control the distribution of your estate. Covers wills and probate, power of attorney, healthcare proxies, and gifting and insurance replacement strategies.

Date: Tuesday, Feb. 28
Time: 1 – 2 p.m.
Location: Franklin 9115

Women & Investing – Get Organized

How to build healthy financial habits, including creating a budget, building a debt/savings strategy and planning for other goals.

Date: Tuesday, Feb. 28
Time: 2 – 3 p.m.
Location: Franklin 9115

Designing a Financial Roadmap

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

Date: Tuesday, March 28
Time: 9 – 10 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, March 28
Time: 11 a.m. – 12 p.m.
Location: Franklin 9115

Women & Investing – Retirement Income Planning on Your Own

Learn how to plan for retirement without a partner, including when you may be able to retire, ways to help make your savings last and retirement challenges you may face.

Date: Tuesday, March 28
Time: 12 – 1 p.m.
Location: Franklin 9115

Your College Savings Options

Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.

Date: Tuesday, March 28
Time: 2 – 3 p.m.
Location: Franklin 9115

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