Fidelity
Women and Investing — Get Organized
Kaiser 705This class is designed to help you build healthy financial habits. You'll learn how to create a budget and build a debt/savings strategy.
Fundamentals of Retirement Income Planning
Franklin 12129During the class, you'll learn key concepts, considerations and resources that can help you plan for your income in retirement.
Building a Portfolio for Any Weather
Franklin 12129This class explains the role of asset allocation and diversification when you are choosing investments for your UC Retirement Savings Program accounts.
Preserving Your Savings for Future Generations
Franklin 12129This class will help you understand key tools for estate planning.
Get to the Point! Effective Business Writing
Franklin 10325Learn practical tips and tools that can be used immediately to make your written communications more effective.
Fundamentals of Retirement Income Planning
Kaiser 705Introduction 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.
Building a Portfolio for Any Weather
Kaiser 705How 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.
Fundamentals of Retirement Income Planning
Franklin 11326Introduction 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.
