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Franklin 9115

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Preserving Your Savings for Future Generations

Franklin 9115

How 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.

Your UC Retirement System

Franklin 9115

Introduction to your UC Retirement System—the UC Retirement Plan (UCRP) and the UC Retirement Savings Program: the 403(b), 457(b); and DC Plans

Strategies for Drawing Income in Retirement

Franklin 9115

How to best plan for the retirement you envision by building a retirement income plan, including strategies for drawing income in retirement from different sources.

The UC Retirement Choice Program

Franklin 9115

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.