New retirement and financial planning classes
May 30, 2023 •
Through UC’s relationship with Fidelity, staff have access to a variety of financial education webinars. Mark your calendar to take advantage of these upcoming live, virtual events!
Note: All listings below reflect Pacific Time and will take place over Zoom (link provided upon registration). Select each date/time to register. For questions, contact Fidelity at 800-558-9182.
For those planning to retire soon
Preparing for Retirement
If you’re a UC Retirement Plan (UCRP) member or a vested inactive UCRP member who is planning to retire within the next five years, this webinar is for you. We’ll cover UCRP pension benefits, retirement savings and retiree health coverage.
• June 6, Aug. 1 or Sept. 5, 10 a.m. – 12:30 p.m.
• June 14, Aug. 9 or Sept. 13, 5:30 – 8 p.m.
Retiree Health Benefits — Frequently Asked Questions
Learn about the health plans available for UC retirees and their eligible family members.
• June 21, Aug. 16 or Sept. 20, 2 – 4 p.m.
The UC Retirement Process from Start to Finish
For UCRP members who are planning to retire within the next four to 12 months, this webinar explains everything you need to know about the retirement process, including required forms, important deadlines and helpful resources.
• June 22, Aug. 24 or Sept. 28 from 10 – 11:30 a.m.
Learn more about preparing for retirement
For staff at all career stages
Your UC Retirement System
Get an overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through the 403(b), 457(b) and DC plans.
• June 6, 9 a.m.
• June 13, 12 p.m.
• June 20, 1 p.m.
• June 27, 5 p.m.
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.
• June 7, 9 a.m.
• June 14, 12 p.m.
• June 21, 1 p.m.
Women & Investing: Organize, Plan, Own Your Future
Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely.
• June 8, 9 a.m.
• June 15, 12 p.m.
• June 22, 1 p.m.
• June 29, 5 p.m.
