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January 2019

The UC Retirement Choice Program

Tuesday, January 15, 2019, 2:00 pm3:00 pm

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.

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February 2019

Strategies for Drawing Income in Retirement

Tuesday, February 26, 2019, 12:00 pm1:00 pm

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.

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Your UC Retirement System

Tuesday, February 26, 2019, 1:00 pm2:00 pm

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

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Preserving Your Savings for Future Generations

Tuesday, February 26, 2019, 2:00 pm3:00 pm

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.

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March 2019

Canceled: Fidelity Workshops

Tuesday, March 26, 2019, 1:00 pm2:00 pm

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, Own Your Future Fidelity will continue to host similar workshops again next quarter. Live webinars are regularly available at myUCretirement.com. You can also schedule an appointment for a one-on-one consultation with a Fidelity financial planner by…

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October 2019

Make the Most of the UC Retirement Savings Program (Frankin)

Friday, October 18, 2019, 12:00 pm12:45 pm

"Determine how much savings you will need to retire the way you want, understand how much you can save through the UC Retirement Savings Program, discover additional ways to save, and learn strategies to help you protect and grow your savings. Who should attend: Those looking to maximize their tax-deferred retirement savings and learn strategies to help protect and grow their next egg." Register here.

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

Friday, October 18, 2019, 12:45 pm1:30 pm

"Manageable strategies and tools that can help get a handle on spending and borrowing. Who should attend: Those who want to build healthy spending and saving habits to improve their current financial situation." Register here.

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November 2019

Women and Investing – Organize, Plan, Own Your Future (Franklin)

Tuesday, November 19, 2019, 12:00 pm12:45 pm

Register and confirm location at Fidelity’s Consultations & Workshops page.

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Fundamentals of Retirement Income Planning (Franklin)

Tuesday, November 19, 2019, 12:45 pm1:30 pm

Register and confirm location at Fidelity’s Consultations & Workshops page.  

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January 2020

Fidelity Workshop – Make the most of the UC Retirement Savings Program

Friday, January 24, 12:00 pm12:45 pm

Make the most of the UC Retirement Savings Program When: Friday, Jan. 24, 12-12:45 p.m. Where: Franklin 9115 Register and confirm location at Fidelity’s Consultations & Workshops page.  

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Fidelity Workshop – Guide to investing in the UC Retirement Savings Program

Friday, January 24, 12:45 pm1:30 pm

Guide to investing in the UC Retirement Savings Program When: Friday, Jan. 24, 12:45-1:30 p.m. Where: Franklin 9115 Register and confirm location at Fidelity’s Consultations & Workshops page.

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Fidelity Workshop – Your college savings options

Friday, January 24, 2:00 pm2:15 pm

Your college savings options When: Friday, Jan. 24, 1:30-2:15 p.m. Where: Franklin 9115 Register and confirm location at Fidelity’s Consultations & Workshops page.

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