Plan your financial future with Fidelity workshops
August 21, 2023 •
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.
Guide to Investing in the UC Retirement Savings Program
If you want to find out how to invest and grow savings in the UC Retirement Savings Program, sign up for this class! You’ll learn the basics of investing — including key investing concepts and common types of investments, plus an overview of funds available through the UC Retirement Savings Program. We’ll also cover investment approaches based on your risk tolerance, investing horizon and how involved you’d like to be.
• Aug. 22, 1 p.m.
Basics of When and How to Claim Social Security
Learn more about Social Security, including what factors to consider when determining when and how to claim your benefit, in this helpful course. We will also go over tools and resources to help you evaluate different claiming options and how to maximize your benefit.
• Aug. 23, 1 p.m.
Five Money Musts
Learn how to manage your money in this helpful class. You’ll discover five basic money concepts to help you start your financial journey on the right foot.
• Aug. 24, 1 p.m.
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.
• Sept. 5, 9 a.m.
• Sept. 12, 12 p.m.
• Sept. 19, 1 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.
• Sept. 6, 9 a.m.
• Sept. 13, 12 p.m.
• Sept. 20, 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.
• Sept. 7, 9 a.m.
• Sept. 14, 12 p.m.
• Sept. 21, 1 p.m.
For more upcoming webinars, visit the full class calendar. To get more information and help with retirement planning, visit myucretirement.com/contact.
Tags: Fidelity, retirement
