Fidelity
Events from this organizer
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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.
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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.
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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.
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Preserving Your Savings for Future Generations
Franklin 12129This class will help you understand key tools for estate planning.
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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.
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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.
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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.
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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.
