Fidelity
The UC Retirement Choice Program
Franklin 9115For employees hired on or after July 1, 2016: 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 at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Your College Savings Options
Franklin 9115Insight 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
Women & Investing: Get Organized
Kaiser 705How to build healthy financial habits, including creating a budget, building a debt/savings strategy, and planning for other goals. 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 705This 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…
Preserving Your Savings for Future Generations
Franklin 5318How 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, and 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.
Women & Investing – Retirement Income Planning on Your Own
Franklin 5318Learn how to plan for retirement without a partner, including when you may be able to retire, ways to help make your savings last, and retirement challenges you may face. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.
Getting on the Right Path with Your UC Savings Plan
Franklin 5318Introduction 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.
Create a Budget, Ditch Your Debt, and Start Building for the Future
Kaiser 1015What you need to know about budgeting, debt and making room for saving. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.