Link: UCOP's e-newsletter

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Free financial planning courses

Could you use some help planning for retirement, building a budget or investing?

Fidelity Financial is offering several great financial management courses, and all are free for UCOP staff. Get your financial life in check by learning about your UC retirement benefits and managing your financial life — from everyday money matters to growing and protecting the life you’ve built.

January classes

The UC Retirement Choice Program
Friday, Jan. 24, 9:00-9:45 a.m. (Kaiser 705)

Identify and prioritize your savings goals
Friday, Jan. 24, 9:45-10:30 a.m. (Kaiser 705)

Make the most of the UC Retirement Savings Program
Friday, Jan. 24, 12-12:45 p.m. (Franklin 9115)

Guide to investing in the UC Retirement Savings Program
Friday, Jan. 24, 12:45-1:30 p.m. (Franklin 9115)

 Your college savings options
Friday, Jan. 24, 1:30-2:15 p.m. (Franklin 9115)

February classes

Preserving your savings for future generations
Tuesday, Feb. 11, 9-9:45 a.m. (Kaiser 705)

 Women and investing — organize, plan, own your future
Tuesday, Feb. 11, 9:45-10:30 a.m. (Kaiser 705)

 Fundamentals of retirement income planning
Tuesday, Feb. 11, 12-12:45 p.m. (Franklin 12129)

The UC Retirement Choice Program
Tuesday, Feb. 11, 12:45-1:30 p.m. (Franklin 12129)

Create a budget, ditch your debt, and start building for the future
Tuesday, Feb. 11, 1:30-2:15 p.m. (Franklin 12129)

March classes

Getting started in the UC Retirement Savings Program
Friday, March 20, 9-9:45 a.m. (Kaiser 705)

 Basics of when and how to claim Social Security
Friday, March 20, 12-12:45 p.m. (Franklin 9115)

Strategies for drawing income in retirement
Friday, March 20, 12:45-1:30 p.m. (Franklin 9115)

Your UC retirement system
Friday, March 20, 1:30-2:15 p.m. (Franklin 9115)

 Registration instructions

  • Visit Fidelity’s Consultations & Workshops page
  • Under Start Here, select Available Workshops
  • Select Next
  • 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).
  • Select Next
  • 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.
  • Select Next
  • 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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