Free financial planning workshops on July 19
July 11, 2016 •
Have you been meaning to focus on investing, create a household budget or do some retirement planning? Why not take a one-hour workshop that can help you achieve your financial goals? Listed below are the workshops scheduled for Tuesday, July 19.
Reserve a spot in the session(s) you wish to attend by visiting the Fidelity website getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Create a Budget, Ditch Your Debt, and Start Building for the Future
What you need to know about budgeting, debt and making room for saving.
Date: Tuesday, July 19
Time: 9 to 10 a.m.
Location: Kaiser 705
Women & Investing: Build and Own Your Plan
Introduction to investing, including how to build a plan for investing your personal and retirement savings.
Date: Tuesday, July 19
Time: 10 to 11 a.m.
Location: Kaiser 705
Getting on the Right Path with Your UC Savings Plan
Introduction to UC Retirement Savings Program benefits, features, and investments.
Date: Tuesday, July 19
Time: 12 to 1 p.m.
Location: Franklin 5326
The UC Retirement Choice Program
If you were hired on or after July 1, 2016, learn about your retirement benefit options, understand how to make your choice and get answers to your questions.
Date: Tuesday, July 19
Time: 1 to 2 p.m.
Location: Franklin 5326
Fundamentals of Retirement Income Planning
Introduction to key concepts, considerations, and resources for determining when you are ready to retire.
Date: Tuesday, July 19
Time: 2 to 3 p.m.
Location: Franklin 5326
UC provides free workshops for UCOP employees on a variety of financial topics, led by Fidelity Retirement Counselor Nancy Pargot. You can find the full third quarter schedule of financial workshops in this Link article and on myUCretirement.com.
