Financial workshop

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.

Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.

How to balance saving for retirement with other savings goals, such as paying off student loans, home purchase or college savings.

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.

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

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.

The following UCOP financial education events, originally scheduled for March 26, have been canceled: Getting Started in the UC Retirement Savings Program Guide to Investing in the UC Retirement Savings Program Basics of When and How to Claim Social Security Women and Investing: Organize, Plan,…

BRC will help you brush up on departmental fiscal close activities and answer your questions. Each session will be available through Zoom and cover the following topics: Fiscal close calendar Reimbursements: business travel and entertainment Open commitments Annual purchase orders Journal Accruals and deferrals Recharges…