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The UC Retirement Choice Program
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.
Find out more »Strategies for Drawing Income in Retirement
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.
Find out more »Your UC Retirement System
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
Find out more »Preserving Your Savings for Future Generations
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.
Find out more »Canceled: Fidelity Workshops
The following UCOP financial education events, originally scheduled for March 26, have been canceled: Getting Started in the UC Retirement Savings Program Guide to Investing in the UC Retirement Savings Program Basics of When and How to Claim Social Security Women and Investing: Organize, Plan, Own Your Future Fidelity will continue to host similar workshops again next quarter. Live webinars are regularly available at myUCretirement.com. You can also schedule an appointment for a one-on-one consultation with a Fidelity financial planner by…
Find out more »Make the Most of the UC Retirement Savings Program (Frankin)
"Determine how much savings you will need to retire the way you want, understand how much you can save through the UC Retirement Savings Program, discover additional ways to save, and learn strategies to help you protect and grow your savings. Who should attend: Those looking to maximize their tax-deferred retirement savings and learn strategies to help protect and grow their next egg." Register here.
Find out more »Create a Budget, Ditch Your Debt, and Start Building for the Future (Franklin)
"Manageable strategies and tools that can help get a handle on spending and borrowing. Who should attend: Those who want to build healthy spending and saving habits to improve their current financial situation." Register here.
Find out more »Women and Investing – Organize, Plan, Own Your Future (Franklin)
Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »Fundamentals of Retirement Income Planning (Franklin)
Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »Fidelity Workshop – Make the most of the UC Retirement Savings Program
Make the most of the UC Retirement Savings Program When: Friday, Jan. 24, 12-12:45 p.m. Where: Franklin 9115 Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »Fidelity Workshop – Guide to investing in the UC Retirement Savings Program
Guide to investing in the UC Retirement Savings Program When: Friday, Jan. 24, 12:45-1:30 p.m. Where: Franklin 9115 Register and confirm location at Fidelity’s Consultations & Workshops page.
Find out more »Fidelity Workshop – Your college savings options
Your college savings options When: Friday, Jan. 24, 1:30-2:15 p.m. Where: Franklin 9115 Register and confirm location at Fidelity’s Consultations & Workshops page.
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