Fidelity
Women and Investing: Organize, Plan, Own Your Future
Kaiser 705Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
The UC Retirement Choice Program
Kaiser 705For employees hired on or after July 1, 2016: Learn how the Retirement Choice program works, including details on the Pension and Savings Choice options, what to consider, and instructions on how to make your choice Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or…
Preserving Your Savings for Future Generations
Kaiser 705How an estate plan can help you preserve your assets and control the distribution of your estate. Covers wills and probate, power of attorney, healthcare proxies, gifting, and insurance replacement strategies. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Identify and Prioritize Your Savings Goals
Kaiser 705How to balance saving for retirement with other savings goals such as paying off student loans, purchasing a home or saving for children's college. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Your UC Retirement System
Kaiser 705Overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through to 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Identify and Prioritize Your Savings Goals
Franklin 11110How to balance saving for retirement with other savings goals such as paying off student loans, purchasing a home or saving for children's college. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Basics of When and How to Claim Social Security
Franklin 11110Understand how Social Security works and what you should consider before you claim your benefit. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
The UC Retirement Choice Program
Franklin 11110For employees hired on or after July 1, 2016: Learn how the Retirement Choice program works, including details on the Pension and Savings Choice options, what to consider, and instructions on how to make your choice Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or…
