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February 2016

Create a Budget, Ditch Your Debt and Start Building for the Future

Tuesday, February 2, 2016, 12:00 pm1:00 pm

In this class, you will learn about types of debt, good and bad. You’ll get tips for boosting your credit rating and ways to whittle down your debt. After the class, you will be better-equipped to improve your financial situation. RSVP with Fidelity by calling 1-800-642-7131 or online at http://getguidance.fidelity.com/universityofcalifornia.

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Getting on the Right Path with Your UC Savings Plan

Tuesday, February 2, 2016, 1:00 pm2:00 pm

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

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Building a Portfolio for Any Weather

Tuesday, February 2, 2016, 2:00 pm3:00 pm

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

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March 2016

Fundamentals of Retirement Income Planning

Tuesday, March 1, 2016, 9:00 am10:00 am

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

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Women and Investing — Get Organized

Tuesday, March 1, 2016, 10:00 am11:00 am

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.

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April 2016

Fundamentals of Retirement Income Planning

Tuesday, April 19, 2016, 9:00 am10:00 am

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.

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Building a Portfolio for Any Weather

Tuesday, April 19, 2016, 10:00 am11:00 am

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.

Find out more »
May 2016

Preserving Your Savings for Future Generations

Tuesday, May 17, 2016, 9:00 am10:00 am

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.

Find out more »

Your UC Retirement System

Tuesday, May 17, 2016, 10:00 am11:00 am

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 calling 800-642-7131.

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June 2016

College Savings Options

Tuesday, June 21, 2016, 9:00 am10:00 am

Introduction to saving for college, including planning guides and available tools. 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.

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Women & Investing: Retirement Income Planning on Your Own

Tuesday, June 21, 2016, 10:00 am11:00 am

Introduction to key retirement planning concepts for women, including estimating how long your money may last and preparing for challenges you may face in retirement. 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.

Find out more »
July 2016

Create a Budget, Ditch Your Debt, and Start Building for the Future

Tuesday, July 19, 2016, 9:00 am10:00 am

What you need to know about budgeting, debt and making room for saving. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Women & Investing: Build and Own Your Plan

Tuesday, July 19, 2016, 10:00 am11:00 am

Introduction to investing, including how to build a plan for investing your personal and retirement savings. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
August 2016

Building a Portfolio for Any Weather

Tuesday, August 16, 2016, 9:00 am10:00 am

How to diversify your investments across asset classes to help maximize returns and minimize risks. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

The UC Retirement Choice Program

Tuesday, August 16, 2016, 10:00 am11:00 am

Learn about your retirement benefit options, understand how to make your choice and get answers to your questions. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
September 2016

Your UC Retirement System

Tuesday, September 20, 2016, 9:00 am10:00 am

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. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Building a Portfolio for Any Weather

Tuesday, September 20, 2016, 10:00 am11:00 am

How to diversify your investments across asset classes to help maximize returns and minimize risks. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
October 2016

Building a Portfolio for Any Weather

Friday, October 14, 2016, 9:30 am10:30 am

How to diversify your investments across asset classes to help maximize returns and minimize risks. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.    

Find out more »

Create a Budget, Ditch Your Debt and Start Building for the Future

Friday, October 14, 2016, 10:30 am11:30 am

What you need to know about budgeting, debt and making room for saving. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
November 2016

The UC Retirement Choice Program

Tuesday, November 15, 2016, 9:00 am10:00 am

Learn about your retirement benefit options, understand how to make your choice and get answers to your questions. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Getting on the Right Path with Your UC Savings Plan

Tuesday, November 15, 2016, 10:00 am11:00 am

Introduction to UC Retirement Savings Program benefits, features, and investments. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
December 2016

Women & Investing – Retirement Income Planning

Tuesday, December 6, 2016, 9:00 am10:00 am

Introduction to key retirement planning concepts for women, including estimating how long your money may last and preparing for challenges you may face in retirement. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Your UC Retirement System

Tuesday, December 6, 2016, 10:00 am11:00 am

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. Register for this free workshop by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
January 2017

The UC Retirement Choice Program

Tuesday, January 31, 2017, 9:00 am10:00 am

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

Find out more »

Women & Investing: Build and Own Your Plan

Tuesday, January 31, 2017, 10:00 am11:00 am

Introduction to investing, including how to build a plan for investing your personal and retirement savings. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
February 2017

Getting on the Right Path with Your UC Savings Plan

Tuesday, February 28, 2017, 9:00 am10:00 am

Introduction 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.

Find out more »

Building a Portfolio for Any Weather

Tuesday, February 28, 2017, 10:00 am11:00 am

How to diversify your investments across asset classes to help maximize returns and minimize risks. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
March 2017

Designing a Financial Roadmap

Tuesday, March 28, 2017, 9:00 am10:00 am

How to build a financial roadmap that can help you navigate all your savings needs. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131

Find out more »

Women & Investing: Build and Own Your Plan

Tuesday, March 28, 2017, 10:00 am11:00 am

Introduction to investing, including how to build a plan for investing your personal and retirement savings. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
April 2017

Women & Investing: Get Organized

Friday, April 28, 2017, 9:00 am10:00 am

How 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.

Find out more »

The UC Retirement Choice Program

Friday, April 28, 2017, 10:00 am11:00 am

This 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 at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
June 2017

Your College Savings Options

Friday, June 2, 2017, 9:00 am10:00 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.

Find out more »

Your UC Retirement System

Friday, June 2, 2017, 10:00 am11:00 am

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

Find out more »
July 2017

Create a Budget, Ditch Your Debt and Start Building for the Future

Tuesday, July 11, 2017, 12:00 pm1:00 pm

What 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.

Find out more »

Building a Portfolio for Any Weather

Tuesday, July 11, 2017, 1:00 pm2:00 pm

How to diversify your investments across asset classes to help maximize returns and minimize risks. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Women & Investing – Retirement Income Planning on Your Own

Tuesday, July 11, 2017, 2:00 pm3:00 pm

Learn 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.

Find out more »
August 2017

Your College Savings Options

Tuesday, August 8, 2017, 9:00 am10:00 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.

Find out more »

Getting on the Right Path with Your UC Savings Plan

Tuesday, August 8, 2017, 10:00 am11:00 am

Introduction 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.

Find out more »
September 2017

Making the Most of Social Security

Tuesday, September 26, 2017, 12:00 pm1:00 pm

Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Fundamentals of Retirement Income Planning

Tuesday, September 26, 2017, 1:00 pm2:00 pm

Understanding 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.

Find out more »

Your UC Retirement System

Tuesday, September 26, 2017, 2:00 pm3:00 pm

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

Find out more »
October 2017

Guide to Investing in the UC Retirement Savings Program

Tuesday, October 10, 2017, 9:00 am10:00 am

How to build an investment strategy based on risk tolerance, investing horizon and involvement level, using the investment options available through UC’s 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

The UC Retirement Choice Program

Tuesday, October 10, 2017, 10:00 am11:00 am

For employees hired on or after July 1, 2016: Learn 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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
November 2017

Women and Investing: Organize, Plan, Own Your Future

Tuesday, November 14, 2017, 12:00 pm1:00 pm

Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

The UC Retirement Choice Program

Tuesday, November 14, 2017, 1:00 pm2:00 pm

For employees hired on or after July 1, 2016: Learn 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 Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Preserving Your Savings for Future Generations

Tuesday, November 14, 2017, 2:00 pm3:00 pm

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, 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.

Find out more »
December 2017

Identify and Prioritize Your Savings Goals

Tuesday, December 12, 2017, 9:00 am10:00 am

How to balance saving for retirement with other savings goals such as paying off student loans, purchasing a home or saving for children's college. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

Your UC Retirement System

Tuesday, December 12, 2017, 10:00 am11:00 am

Overview of UC retirement benefits, including primary retirement benefit options and additional voluntary savings opportunities through to 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
January 2018

Make the Most of the UC Retirement Savings Program

Tuesday, January 30, 2018, 9:00 am10:00 am

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

Find out more »

Your College Savings Options

Tuesday, January 30, 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.

Find out more »
February 2018

Strategies for Drawing Income in Retirement

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

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

Find out more »

Your UC Retirement System

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

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

Find out more »

Guide to Investing in the UC Retirement Savings Program

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

How to build an investment strategy based on risk tolerance, investing horizon and involvement level, and the investment options available through UC’s 403(b), 457(b) and DC plans. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
March 2018

The UC Retirement Choice Program

Tuesday, March 13, 2018, 9:00 am10:00 am

For employees hired on or after July 1, 2016: Learn 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. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.  

Find out more »

Women & Investing: Organize, Plan and Own Your Future

Tuesday, March 13, 2018, 10:00 am11:00 am

Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »
October 2018

Your UC Retirement System

Tuesday, October 30, 2018, 9:00 am10:00 am

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

Find out more »

Your UC Retirement System

Tuesday, October 30, 2018, 9:00 am10:00 am

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

Find out more »

Basics of When and How to Claim Social Security

Tuesday, October 30, 2018, 10:00 am11:00 am

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.

Find out more »
November 2018

Women and Investing: Organize, Plan, Own Your Future

Tuesday, November 6, 2018, 1:15 pm2:15 pm

Learn simple steps you can take to build healthy financial habits, save for multiple goals and invest wisely. Pre-registration required. Register by visiting the Fidelity website at getguidance.fidelity.com/universityofcalifornia or by calling 800-642-7131.

Find out more »

The UC Retirement Choice Program

Tuesday, November 6, 2018, 2:15 pm3:15 pm

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

Find out more »
February 2019

Your College Savings Options

Tuesday, February 26, 2019, 9:00 am10:00 am

Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.

Find out more »
January 2020

Fidelity Workshop – The UC Retirement Choice Program

Friday, January 24, 2020, 9:00 am9:45 am

The UC Retirement Choice Program When: Friday, Jan. 24, 9:00-9:45 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.  

Find out more »

Fidelity Workshop – Identify and prioritize your savings goals

Friday, January 24, 2020, 9:45 am10:30 am

Identify and prioritize your savings goals When: Friday, Jan. 24, 9:45-10:30 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.

Find out more »
February 2020

Fidelity Workshop – Preserving your savings for future generations

Tuesday, February 11, 2020, 9:00 am9:45 am

Preserving your savings for future generations When: Tuesday, Feb. 11, 9-9:45 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.

Find out more »

Fidelity Workshop – Women and investing — organize, plan, own your future

Tuesday, February 11, 2020, 9:45 am10:30 am

Women and investing — organize, plan, own your future When: Tuesday, Feb. 11, 9:45-10:30 a.m. Where: Kaiser 705 Register and confirm location at Fidelity’s Consultations & Workshops page.

Find out more »
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