Financial workshop
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6 events,
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Introduction to UC Retirement Savings Program benefits, features, and investments Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
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How to diversify your investments across asset classes to help maximize returns and minimize risks. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
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Introduction to key concepts, considerations, and resources for determining when you are ready to retire. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
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For employees 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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
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How an estate plan can help you preserve your assets and control the distribution of your estate. Covers wills and probate, power of attorney, healthcare proxies, and gifting and insurance replacement strategies. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
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How to build healthy financial habits, including creating a budget, building a debt/savings strategy, and planning for other goals. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131. |
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RSVP: Space is limited to 50. To reserve your seat, please email Jackylyn.Wong@ucop.edu with a cc: to Scott.Sylva@ucop.edu. The Preparing for Retirement event has been designed for those planning to retire within the next five years. This two-hour presentation will cover UCRP pension benefits, retirement savings and retiree health coverage. Representatives from… |
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6 events,
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How to build a financial roadmap that can help you navigate all your savings needs. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131
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Introduction to investing, including how to build a plan for investing your personal and retirement savings. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
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Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131
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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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131
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For employees 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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
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Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131 |
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