Fidelity
Getting on the Right Path with Your UC Savings Plan
Franklin 11326Introduction to UC Retirement Savings Program benefits, features and investments. 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.
Women & Investing: Get Organized
Franklin 11326How to build healthy financial habits for women, including how to create a budget and build a debt/savings strategy. 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.
Preserving Your Savings for Future Generations
Kaiser 705Introduction 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.
Your UC Retirement System
Kaiser 705Introduction 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…
Preserving Your Savings for Future Generations
Franklin 10325Introduction 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.
Designing a Financial Roadmap
Franklin 10325How to build a financial roadmap that can help you navigate all your savings needs. 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.
Women & Investing: Build and Own Your Plan
Franklin 10325Introduction to investing, including how to build a plan for investing your personal and retirement savings. 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.
College Savings Options
Kaiser 705Introduction 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.
