Make a fresh financial start with a spring workshop
March 20, 2017 •
Doing your taxes may have reminded you that you’d like to focus on your investments, do better budgeting or start planning for retirement.
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. All of them 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. This is the last round of workshops for this quarter; the schedule for second quarter will be announced in April.
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, 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, March 28
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, 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
