Fidelity
Events from this organizer
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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.
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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.
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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.
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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…
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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.
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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.
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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.
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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.

