Boost your financial knowledge with free Fidelity workshops
If you’ve been wondering what fluctuations in the stock market mean for your investments or need guidance around planning for retirement, Fidelity Investments is here to help! Tune into upcoming webinars to boost your financial know-how. Visit the webinar schedule to register for each session; workshops are listed below in Pacific Time.
Identify and prioritize your savings goals
Learn how to balance saving for retirement with other savings goals, such as paying off student loans, home purchase or college savings.
- July 15, 12 or 2 p.m.
- July 16, 12 p.m.
- July 17, 9 or 11 a.m.
The UC Retirement Choice Program
For UC members hired after June 30, 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.
- July 16, 2 p.m.
Your College Savings Options
Insight into the rising cost of college, financial aid resources and how to start saving now.
- July 15, 1 p.m.
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.
- July 21, 9 or 11 a.m.
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.
- July 21, 1 p.m.
Your UC Retirement System
Overview of UC retirement benefits, from primary retirement benefit options and additional voluntary savings opportunities to 403(b), 457(b) and DC plans.
- July 22, 10 a.m. or 12 p.m.
Fundamentals of retirement income planning
Understanding when you may be able to retire, ways to help make your savings last, and retirement challenges you may face.
- July 22, 2 p.m.
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.
- July 23, 12 or 2 p.m.
More financial planning resources
Looking for more financial help? Check out the full list of upcoming Fidelity webinars. Or, schedule a one-on-one appointment with a financial services advisor.
Tags: Fidelity, financial planning, retirement