Fidelity

Events from this organizer

Today
  • Getting on the Right Path with Your UC Savings Plan

    Franklin 11326

    Introduction 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 11326

    How 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 705

    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.

  • Your UC Retirement System

    Kaiser 705

    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…

  • Preserving Your Savings for Future Generations

    Franklin 10325

    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.

  • Designing a Financial Roadmap

    Franklin 10325

    How 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 10325

    Introduction 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 705

    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.