Link: UCOP's e-newsletter

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Plan your financial future with Fidelity

If you’re interested in becoming more financially savvy, take advantage of free live webinars offered by Fidelity. Learn more about your UC retirement benefits and managing your financial life — from everyday money matters to growing and protecting the life you’ve built. All courses are offered at no charge to UC staff.

Select the session date/time to register. Listings reflect Pacific Time.

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.

Fundamentals of Retirement Income Planning

This class can help you learn how to determine when retirement is feasible based on projected savings and expected financial challenges in retirement. It also covers estimating how long savings may last with a solid retirement income plan.

Establishing and Maintaining Your Estate Plan

In this class, you’ll learn the basics of estate and gift taxes, strategies for transferring wealth and where to get more information and help developing your estate plan.

For more upcoming webinars, visit the full class calendar. To get more information and help with retirement planning, visit myucretirement.com/Contact.

 

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