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February 2016

Create a Budget, Ditch Your Debt and Start Building for the Future

Tuesday, February 2, 2016, 9:00 am10:00 am

In this class, you will learn about types of debt, good and bad. You’ll get tips for boosting your credit rating and ways to whittle down your debt. After the class, you will be better-equipped to improve your financial situation. RSVP with Fidelity by calling 1-800-642-7131 or online at http://getguidance.fidelity.com/universityofcalifornia.

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Women and Investing — Build and Own Your Plan

Tuesday, February 2, 2016, 10:00 am11:00 am

This class is designed to help women understand their unique approach to investing and begin building a plan for investing their personal and retirement savings. You'll learn what a mutual fund is, what type of investor you are, how to build a diversified mix of investments, and how to monitor and evaluate your investments over time. RSVP with Fidelity by calling 1-800-642-7131 or online at http://getguidance.fidelity.com/universityofcalifornia.

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March 2016

Fundamentals of Retirement Income Planning

Tuesday, March 1, 2016, 12:00 pm1:00 pm

During the class, you'll learn key concepts, considerations and resources that can help you plan for your income in retirement.

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Building a Portfolio for Any Weather

Tuesday, March 1, 2016, 1:00 pm2:00 pm

This class explains the role of asset allocation and diversification when you are choosing investments for your UC Retirement Savings Program accounts.

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Preserving Your Savings for Future Generations

Tuesday, March 1, 2016, 2:00 pm3:00 pm

This class will help you understand key tools for estate planning.

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September 2016

Central Travel Office open house

Thursday, September 29, 2016, 12:00 pm3:30 pm

The Central Travel Office will host an open house to promote the many benefits of booking within a systemwide program. All staff are welcome to attend any part of the event. The afternoon agenda will be as follows: 12 to 1 p.m. Brown bag lunch hour 1 to 2 p.m. Open “meet and greet” hour 2 to 3:30 p.m. Full overview of UC travel program Questions? Contact Yasmin.Sidi@ucop.edu

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August 2017

Making the Most of Social Security

Tuesday, August 8, 2017, 12:00 pm1:00 pm

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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Fundamentals of Retirement Income Planning

Tuesday, August 8, 2017, 1:00 pm2:00 pm

Understanding 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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Your College Savings Options

Tuesday, August 8, 2017, 2:00 pm3:00 pm

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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February 2020

Fidelity Workshop – Fundamentals of retirement income planning

Tuesday, February 11, 2020, 12:00 pm12:45 pm

Fundamentals of retirement income planning When: Tuesday, Feb. 11, 12-12:45 p.m. Where: Franklin 12129 Register and confirm location at Fidelity’s Consultations & Workshops page.  

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