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.

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. Attend if you are looking to maximize your tax- deferred retirement savings and learn strategies to help protect and grow you nest egg.

• July 5, 9 a.m.
• July 11, 12 p.m.
• July 18, 1 p.m.

Fundamentals of Retirement Income Planning
This class can help you learn how to determine when your retirement is feasible based on projected savings and expected financial challenges in retirement. It also covers estimating how long your savings may last with a solid retirement income plan. Attend if you are thinking about retirement and would like to learn how to develop a retirement income plan that tracks income and expenses through retirement.

• July 6, 9 a.m.
• July 12, 12 p.m.
• July 19, 2 p.m.

Tax-Efficient Investing

Understand the impact of taxes on your investment portfolio, identify strategies to help plan for taxes, and learn about upcoming changes in tax law and understand potential impacts. Attend if you are seeking to learn tax-smart investment strategies and understand and minimize the impact of taxes on your investments.

• July 7, 9 a.m.
• July 13, 12 p.m.
• July 20, 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.

About

View all post by