Kaiser 705

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). 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…

Introduction to key tools for estate planning, including strategies for gifting and insurance replacement. 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.

How 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.

Introduction 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.

This class is designed to help you build healthy financial habits. You'll learn how to create a budget and build a debt/savings strategy.

During the class, you'll learn key concepts, considerations and resources that can help you plan for your income in retirement.

This class explains the role of asset allocation and diversification when you are choosing investments for your UC Retirement Savings Program accounts.

This class is designed to help you make the most of your UC Retirement Savings Program: the 403(b), 457(b), and DC Plans.