Personal finance workshops offer valuable advice on investing your savings and planning for retirement
July 17, 2018 •
If you’re interested in learning more about investing or planning for retirement, take one of the upcoming workshops that UC provides for employees. These workshops offer valuable advice and tools for meeting your financial goals — and they are only one hour long. That’s a small investment of time to improve your finances.
Register for any workshops, which are led by Fidelity Retirement Counselor Nancy Pargot, on the Fidelity website or by calling 800-642-7131.
Here’s the upcoming schedule:
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, July 24
- Time: 9:45 – 10:30 a.m.
- Location: Kaiser 705
Preserving Your Savings for Future Generations
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, July 24
- Time: 10:30 – 11:15 a.m.
- Location: Kaiser 705
Maximizing Social Security in Your Retirement Strategy
Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.
- Date: Tuesday, July 24
- Time: 12–1 p.m.
- Location: Franklin 9115
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, July 24
- Time: 1–2 p.m.
- Location: Franklin 9115
The UC Retirement Choice Program
For employees hired on or after July 1, 2016: 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.
- Tuesday, July 24, 2–3 p.m. in Franklin 9115
- Tuesday, Aug. 28, 9–10 a.m. in Franklin 5305
- Tuesday, Sept. 25, 9–10 a.m. in Kaiser 705
Fundamentals of Retirement Income Planning
Understanding when you may be able to retire, ways to help make your savings may last, and retirement challenges you may face.
- Date: Tuesday, Aug. 28
- Time: 10–11 a.m.
- Location: Franklin 5305
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, Aug. 28
- Time: 12–1 p.m.
- Location: Kaiser 705
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, Aug. 28
- Time: 1–2 p.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, Aug. 28
- Time: 2–3 p.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, Sept. 25
- 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, Sept. 25
- Time: 12–1 p.m.
- Location: Franklin 11333
Women and Investing: Organize, Plan, Own Your Future
Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely.
- Date: Tuesday, Sept. 25
- Time: 1–2 p.m.
- Location: Franklin 11333
