Fidelity
Getting on the Right Path with Your UC Savings Plan
Kaiser 1015Introduction to UC Retirement Savings Program benefits, features, and investments Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Making the Most of Social Security
Franklin 10325Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Your UC Retirement System
Franklin 10325Introduction to your UC Retirement System—the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 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
Building a Portfolio for Any Weather
Franklin 10325How to diversify your investments across asset classes to help maximize returns and minimize risks. 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 10325This class is for staff who became eligible for the Retirement Choice Program after July 1, 2016, in order to learn about your retirement benefit options, understand how to make your choice and get answers to your questions. Pre-registration required. Register by visiting the Fidelity website…
Your College Savings Options
Kaiser 705Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now. 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 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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131
Designing a Financial Roadmap
Franklin 9204How to build a financial roadmap that can help you navigate all your savings needs. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
