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March 2018

Basics of When and How to Claim Social Security

Tuesday, March 13, 2018, 12:00 pm1:00 pm

Understand 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.

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Preserving Your Savings for Future Generations

Tuesday, March 13, 2018, 1:00 pm2:00 pm

Learn 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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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Getting Started in the UC Retirement Savings Program

Tuesday, March 13, 2018, 2:00 pm3:00 pm

How UC's voluntary 403(b), 457(b) and DC plans can help you save more for retirement, including the benefits of pre-tax saving, and how to enroll. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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November 2018

Getting Started in the UC Retirement Savings Program

Tuesday, November 6, 2018, 9:00 am10:00 am

How UC's voluntary 403(b), 457(b) and DC plans can help you save more for retirement, including the benefits of pre-tax saving, and how to enroll. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

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Your College Savings Options

Tuesday, November 6, 2018, 10:00 am11:00 am

Insight 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.

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