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Create a Budget, Ditch Your Debt and Start Building for the Future
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.
Find out more »Getting on the Right Path with Your UC Savings Plan
This class is designed to help you make the most of your UC Retirement Savings Program: the 403(b), 457(b), and DC Plans.
Find out more »Building a Portfolio for Any Weather
This class explains the role of asset allocation and diversification when you are choosing investments for your UC Retirement Savings Program accounts.
Find out more »Fundamentals of Retirement Income Planning
During the class, you'll learn key concepts, considerations and resources that can help you plan for your income in retirement.
Find out more »Women and Investing — Get Organized
This class is designed to help you build healthy financial habits. You'll learn how to create a budget and build a debt/savings strategy.
Find out more »Fundamentals of Retirement Income Planning
Introduction to key concepts, considerations, and resources for determining when you are ready to retire. A free workshop for UCOP employees, led by Fidelity Retirement Counselor Nancy Pargot. Reserve a spot in this session on the Fidelity website or by calling 800-642-7131.
Find out more »Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks. A free workshop for UCOP employees, led by Fidelity Retirement Counselor Nancy Pargot. Reserve a spot in this session on the Fidelity website or by calling 800-642-7131.
Find out more »Preserving Your Savings for Future Generations
Introduction to key tools for estate planning, including strategies for gifting and insurance replacement. A free workshop for UCOP employees, led by Fidelity Retirement Counselor Nancy Pargot. Reserve a spot in this session on the Fidelity website or by calling 800-642-7131.
Find out more »Your UC Retirement System
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). A free workshop for UCOP employees, led by Fidelity Retirement Counselor Nancy Pargot. Reserve a spot in this session on the Fidelity website or by calling 800-642-7131.
Find out more »College Savings Options
Introduction to saving for college, including planning guides and available tools. A free workshop for UCOP employees, led by Fidelity Retirement Counselor Nancy Pargot. Reserve a spot in this session on the Fidelity website or by calling 800-642-7131.
Find out more »Women & Investing: Retirement Income Planning on Your Own
Introduction to key retirement planning concepts for women, including estimating how long your money may last and preparing for challenges you may face in retirement. A free workshop for UCOP employees, led by Fidelity Retirement Counselor Nancy Pargot. Reserve a spot in this session on the Fidelity website or by calling 800-642-7131.
Find out more »Create a Budget, Ditch Your Debt, and Start Building for the Future
What you need to know about budgeting, debt and making room for saving. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Women & Investing: Build and Own Your Plan
Introduction to investing, including how to build a plan for investing your personal and retirement savings. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »The UC Retirement Choice Program
Learn about your retirement benefit options, understand how to make your choice and get answers to your questions. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your UC Retirement System
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. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Building a Portfolio for Any Weather
How to diversify your investments across asset classes to help maximize returns and minimize risks. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Create a Budget, Ditch Your Debt and Start Building for the Future
What you need to know about budgeting, debt and making room for saving. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »The UC Retirement Choice Program
Learn about your retirement benefit options, understand how to make your choice and get answers to your questions. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Getting on the Right Path with Your UC Savings Plan
Introduction to UC Retirement Savings Program benefits, features, and investments. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Women & Investing – Retirement Income Planning
Introduction to key retirement planning concepts for women, including estimating how long your money may last and preparing for challenges you may face in retirement. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your UC Retirement System
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. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »The UC Retirement Choice Program
Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131. 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.
Find out more »Women & Investing: Build and Own Your Plan
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.
Find out more »Getting on the Right Path with Your UC Savings Plan
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.
Find out more »Building a Portfolio for Any Weather
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.
Find out more »Designing a Financial Roadmap
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
Find out more »Women & Investing: Build and Own Your Plan
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.
Find out more »Women & Investing: Get Organized
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.
Find out more »The UC Retirement Choice Program
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 at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your College Savings Options
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.
Find out more »Your UC Retirement System
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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131
Find out more »Create a Budget, Ditch Your Debt and Start Building for the Future
What you need to know about budgeting, debt and making room for saving. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Building a Portfolio for Any Weather
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.
Find out more »Women & Investing – Retirement Income Planning on Your Own
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.
Find out more »Your College Savings Options
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.
Find out more »Getting on the Right Path with Your UC Savings Plan
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.
Find out more »Making the Most of Social Security
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.
Find out more »Fundamentals of Retirement Income Planning
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.
Find out more »Your UC Retirement System
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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Guide to Investing in the UC Retirement Savings Program
How to build an investment strategy based on risk tolerance, investing horizon and involvement level, using the investment options available through UC’s 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »The UC Retirement Choice Program
For employees hired on or after July 1, 2016: Learn 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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Women and Investing: Organize, Plan, Own Your Future
Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »The UC Retirement Choice Program
For employees hired on or after July 1, 2016: Learn 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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Preserving Your Savings for Future Generations
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, 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.
Find out more »Identify and Prioritize Your Savings Goals
How to balance saving for retirement with other savings goals such as paying off student loans, purchasing a home or saving for children's college. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your UC Retirement System
Overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through to 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Make the Most of the UC Retirement Savings Program
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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your College Savings Options
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.
Find out more »Strategies for Drawing Income in Retirement
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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your UC Retirement System
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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Guide to Investing in the UC Retirement Savings Program
How to build an investment strategy based on risk tolerance, investing horizon and involvement level, and the investment options available through UC’s 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »The UC Retirement Choice Program
For employees hired on or after July 1, 2016: Learn 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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Women & Investing: Organize, Plan and Own Your Future
Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your UC Retirement System
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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your UC Retirement System
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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Basics of When and How to Claim Social Security
Understand how Social Security works and what you should consider before you claim your benefit. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Women and Investing: Organize, Plan, Own Your Future
Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »The UC Retirement Choice Program
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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Find out more »Your College Savings Options
Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.
Find out more »Fidelity Workshop – The UC Retirement Choice Program
The UC Retirement Choice Program When: Friday, Jan. 24, 9:00-9:45 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »Fidelity Workshop – Identify and prioritize your savings goals
Identify and prioritize your savings goals When: Friday, Jan. 24, 9:45-10:30 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »Fidelity Workshop – Preserving your savings for future generations
Preserving your savings for future generations When: Tuesday, Feb. 11, 9-9:45 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »Fidelity Workshop – Women and investing — organize, plan, own your future
Women and investing — organize, plan, own your future When: Tuesday, Feb. 11, 9:45-10:30 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »