Personal finance workshops coming to UCOP
January 16, 2018 •
You’ve been meaning to focus on your investments, do better budgeting or start planning for retirement. Start off 2018 by making good on your resolutions.
It’s easy to do when UC provides workshops for employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. These workshops are held at no cost to you.
Check out the list of workshops which will be offered in the first quarter of 2018 below, including some new topics. All offer valuable advice and tools for meeting your financial goals — and they only take one hour to attend. That’s a small investment of time to improve your finances.
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.
Make the Most of the UC Retirement Savings Program
Determine how much savings you will need to retire the way you want, understand how much you can save through the UC Retirement Savings Program, discover additional ways to save, and learn strategies to help you protect and grow your savings.
Date: Tuesday, Jan. 30
Time: 9 – 10 a.m.
Location: Kaiser 705
Date: Tuesday, Jan. 30
Time: 12 – 1 p.m.
Location: Franklin 5326
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, Jan. 30
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. 30
Time: 1 – 2 p.m.
Location: Franklin 5326
The UC Retirement Choice Program
For employees hired on or after July 1, 2016: Learn how the Retirement Choice program works, including details on the Pension and Savings Choice options, what to consider, and instructions on how to make your choice.
Date: Tuesday, Jan. 30
Time: 2 – 3 p.m.
Location: Franklin 5326
Date: Tuesday, Feb. 13
Time: 9 – 10 a.m.
Location: Franklin 7409
Date: Tuesday, March 13
Time: 9 – 10 a.m.
Location: Kaiser 705
Identify and Prioritize Your Savings Goals
How to balance saving for retirement with other savings goals such as paying off student loans, home purchase or college savings.
Date: Tuesday, Feb. 13
Time: 10 – 11 a.m.
Location: Franklin 7409
Strategies for Drawing Income in Retirement
How to best plan for the retirement you envision by building a retirement income plan, including strategies for drawing income in retirement from different sources.
Date: Tuesday, Feb. 13
Time: 12 to 1 p.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, Feb. 13
Time: 1 to 2 p.m.
Location: Kaiser 705
Guide to Investing in the UC Retirement Savings Program
How to build an investment strategy based on risk tolerance, investing horizon and involvement level, and the investment options available through UC’s 403(b), 457(b) and DC plans.
Date: Tuesday, Feb. 13
Time: 2 – 3 p.m.
Location: Kaiser 705
Women & Investing: Organize, Plan and Own Your Future
Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely.
Date: Tuesday, March 13
Time: 10 – 11 a.m.
Location: Kaiser 705
Basics of When and How to Claim Social Security
Understand how Social Security works and what you should consider before you claim your benefit.
Date: Tuesday, March 13
Time: 12 to 1 p.m.
Location: Franklin 5305
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, March 13
Time: 1 to 2 p.m.
Location: Franklin 5305
Getting Started in the UC Retirement Savings Program
How UC’s voluntary 403(b), 457(b) and DC plans can help you save more for retirement, including the benefits of pre-tax saving, and how to enroll.
Date: Tuesday, March 13
Time: 2 – 3 p.m.
Location: Franklin 5305
