Shine some light on your personal finances with a summer workshop
June 26, 2017 •
“Make hay while the sun shines,” goes the old saying. On these long sunny days, why not spend a little of that summertime energy on your personal finances?
UC provides free workshops for UCOP employees on a variety of personal finance topics, led by Fidelity Retirement Counselor Nancy Pargot. All workshops offer valuable advice and tools for meeting your financial goals — and they only take one hour to attend!
Take a look at the third quarter schedule of workshops below and then register for the one(s) you wish to attend by visiting the Fidelity website at 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 11
Time: 9 – 10 a.m.
Location: Franklin 7409
Date: Tuesday, July 11
Time: 12 – 1 p.m.
Location: Kaiser 705
Women & Investing – Retirement Income Planning on Your Own
Learn how to plan for retirement without a partner, including when you may be able to retire, ways to help make your savings last and retirement challenges you may face.
Date: Tuesday, July 11
Time: 10 – 11 a.m.
Location: Franklin 7409
Date: Tuesday, July 11
Time: 2 – 3 p.m.
Location: Kaiser 705
Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks.
Date: Tuesday, July 11
Time: 1 – 2 p.m.
Location: Kaiser 705
Your College Savings Options
Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.
Date: Tuesday, Aug. 8
Time: 9 – 10 a.m.
Location: Kaiser 705
Date: Tuesday, Aug. 8
Time: 2 – 3 p.m.
Location: Franklin 12129
Getting on the Right Path with Your UC Savings Plan
Introduction to UC Retirement Savings Program benefits, features and investments.
Date: Tuesday, Aug. 8
Time: 10 – 11 a.m.
Location: Kaiser 705
Making the Most of Social Security
Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you.
Date: Tuesday, Aug. 8
Time: 12 – 1 p.m.
Location: Franklin 12129
Date: Tuesday, Sept. 26
Time: 12 – 1 p.m.
Location: Kaiser 705
Fundamentals of Retirement Income Planning
Understand when you may be able to retire, ways to help make your savings last, and retirement challenges you may face.
Date: Tuesday, Aug. 8
Time: 1 – 2 p.m.
Location: Franklin 12129
Date: Tuesday, Sept. 26
Time: 1 – 2 p.m.
Location: Kaiser 705
Designing a Financial Roadmap
How to build a financial roadmap that can help you navigate all your savings needs.
Date: Tuesday, Sept. 26
Time: 9 – 10 a.m.
Location: Franklin 12322
Your UC Retirement System
Introduction to your UC Retirement System — the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 403(b), 457(b) and DC Plans.
Date: Tuesday, Sept. 26
Time: 10 – 11 a.m.
Location: Franklin 12322
Date: Tuesday, Sept. 26
Time: 2 – 3 p.m.
Location: Kaiser 705
