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Women & Investing: Get Organized

Kaiser 705

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.

The UC Retirement Choice Program

Kaiser 705

This class is for staff who became eligible for the Retirement Choice Program after July 1, 2016, in order to 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…

Benefits Orientation webinar

Benefits Orientation webinar

Online and dial-in only

This interactive webinar for new UCOP staff provides an overview of UC's health and welfare and retirement benefits programs. It is intended for career staff with full benefits, including the UC Retirement Plan (UCRP). (Newly hired benefited staff who are not eligible for UCRP should attend the Benefits…

Preserving Your Savings for Future Generations

Franklin 5318

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.

Women & Investing – Retirement Income Planning on Your Own

Franklin 5318

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.

Getting on the Right Path with Your UC Savings Plan

Franklin 5318

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.

2017 Fiscal Close Clinic, Part 1

Franklin 9204

The BRC will help you brush up on departmental fiscal close activities and answer your questions. Come to one or both Parts. Part 1 covers: Fiscal Close calendar Invoices Reimbursements: business travel and entertainment Open Commitments Annual Purchase Orders Encumbrances Dial in available for all…