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Preserving Your Savings for Future Generations

Tuesday, May 17, 2016, 9:00 am10:00 am

Introduction to key tools for estate planning, including strategies for gifting and insurance replacement.

A free workshop for UCOP employees, led by Fidelity Retirement Counselor Nancy Pargot.

Reserve a spot in this session on the Fidelity website or by calling 800-642-7131.

Details

  • Date: Tuesday, May 17, 2016
  • Time:
    9:00 am – 10:00 am
  • Event Category:

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