Fidelity Financial is offering several great financial management courses from now through November. Attend one workshop or all four to get your financial life in check. These classes help you learn about your UC retirement benefits and managing your financial life—from everyday money matters to growing and protecting the life you’ve built.

Oct. and November classes

Make the Most of the UC Retirement Savings Program

• Riverside, University Village: Thursday, Oct. 17, 10–10:45 a.m.
• Oakland, Franklin: Friday, Oct. 18, 12–12:45 p.m.

Create a Budget, Ditch Your Debt, and Start Building for the Future

• Riverside, University Village: Thursday, Oct. 17, 11–11:45 a.m.
• Oakland, Franklin: Friday, Oct. 18, 12:45–1:30 p.m.

Guide to Investing in the UC Retirement Savings Program

• Riverside, University Village: Thursday, Oct. 17, 12–12:45 p.m.
• Oakland, Kaiser: Tuesday, Nov. 19, 9:45–10:30 a.m.

Your UC Retirement System

• Oakland, Kaiser: Tuesday, Nov. 19, 9–9:45 a.m.
• Riverside, Skye Hall: Wednesday, Nov. 20, 10–10:45 a.m.

Women and Investing – Organize, Plan, Own Your Future

• Oakland, Franklin: Tuesday, Nov. 19, 12–12:45 p.m.
• Riverside, Skye Hall: Wednesday, Nov. 20, 11–11:45 a.m.

Fundamentals of Retirement Income Planning

• Oakland, Franklin: Tuesday, Nov. 19, 12:45–1:30 p.m.
• Riverside, Skye Hall: Wednesday, Nov. 20, 12–12:45 p.m.

How to find classes and register

1. Visit Fidelity’s Consultations & Workshops page
2. Under Start Here, select Available Workshops
3. Select Next
4. Complete the personal information form. Note, due to limitations in the Fidelity registration system, you will need to search for courses for each location near you separately. There are two locations each for Oakland (Kaiser/Franklin) and Riverside (University Village/Skye Hall)
5. Select Next
6. Under Select either a consultation or workshop, use the Attend a Workshop dropdown to see a list of available courses at the location you selected in step 4.
7. Select Next
8. Select Confirm Your Appointment

Looking for more UCOP Learning and Development course offerings? Visit the Classes and Workshops page on Link!

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