Finish 2018 in the money: Take a free personal finance workshop (or two)
October 15, 2018 •
At no cost to you, UC provides workshops for UCOP staff on a variety of personal finance topics, led by Fidelity Retirement Counselor Nancy Pargot. All of them offer valuable advice and tools for meeting your financial goals — and they only take one hour to attend!
Take a look at the fourth quarter schedule of workshops below and then register for those you wish to attend by visiting the Fidelity website or by calling 800-642-7131.
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, Oct. 30
- Time: 9 to 10 a.m.
- Location: Kaiser 705
Basics of When and How to Claim Social Security
Understand how Social Security works and what you should consider before you claim your benefit.
- Date: Tuesday, Oct. 30
- Time: 10 to 11 a.m.
- Location: Kaiser 705
- Date: Tuesday, Dec. 11
- Time: 2 to 3 p.m.
- Location: Franklin 9115
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.
- Date: Tuesday, Oct. 30
- Time: 12 to 1 p.m.
- Location: Franklin 11110
The UC Retirement Choice Program
For employees hired on or after July 1, 2016: How the Retirement Choice program works, including details on the Pension and Savings Choice options, what to consider, and instructions on how to make your choice.
- Date: Tuesday, Oct. 30
- Time: 1 to 2 p.m.
- Location: Franklin 11110
- Date: Tuesday, Nov. 6
- Time: 2:15 to 3:15 p.m.
- Location: Kaiser 705
- Date: Tuesday, Dec. 11
- Time: 9 to 10 a.m.
- Location: Kaiser 505
Getting Started in the UC Retirement Savings Program
How UC’s voluntary 403(b), 457(b) and DC plans can help you save more for retirement, including the benefits of pre-tax savings, and how to enroll.
- Date: Tuesday, Nov. 6
- Time: 9 to 10 a.m.
- Location: Franklin 5305
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, Nov. 6
- Time: 10 to 11 a.m.
- Location: Franklin 5305
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.
- Date: Tuesday, Nov. 6
- Time: 12:15 to 1:15 p.m.
- Location: Kaiser 705
Fundamentals of Retirement Income Planning
Understanding when you may be able to retire, ways to help make your savings may last, and retirement challenges you may face.
- Date: Tuesday, Nov. 6
- Time: 1:15 to 2:15 p.m.
- Location: Kaiser 705
Guide to Investing in the UC Retirement Savings Program
How to build an investment strategy based on risk tolerance, investing horizon and involvement level, and the investment options available through UC’s 403(b), 457(b) and DC plans.
- Date: Tuesday, Dec. 11
- Time: 10 to 11 a.m.
- Location: Kaiser 505
Identify and Prioritize Your Savings Goals
How to balance saving for retirement with other savings goals, such as paying off student loans, home purchase, or college savings.
- Date: Tuesday, Dec. 11
- Time: 12 to 1 p.m.
- Location: Franklin 9115
Strategies for Drawing Income in Retirement
How to best plan for the retirement you envision by building a retirement income plan, including strategies for drawing income in retirement from different sources.
- Date: Tuesday, Dec. 11
- Time: 1 to 2 p.m.
- Location: Franklin 9115
