Retirement Savings Workshops

My UC Retirement - Financial Planning Classes

UC offers a range of retirement planning resources and financial education classes to help you make the most of the UC Retirement Savings Program. If you haven't visited the new myUCretirement site, you should and become familiar with the wide array of resources available to you.

The local presentations are free, but please enroll by calling Fidelity at 1-800-642-7131 or enroll online.

Upcoming UCSC Workshops:

February 2, 2017 - UCSC Scotts Valley Center, Room SVC-E1101, 100 Enterprise Way, Scotts Valley

  • 11:00 am - Women and Investing – Get Organized
    How women approach investing; planning, investing, and staying on track.

  • 12:00 pm - Building a Portfolio for Any Weather
    The role of asset allocation & diversification in choosing investments.
  • 1:00 pm - Your UC Retirement System
    Overview of retirement benefits offered by UC. Covers primary benefits (pension/Choice) that provide a foundation for retirement income.

February 16, 2017 - Kerr Hall, Room 266

  • 11:00 am - Getting on the Right Path with Your UC Savings Plan
    Learn about the features of different plan options, importance of pre-tax saving and compounding of investment returns, and how to enroll.

  • 12:00 pm - Fundamentals of Retirement Income Planning
    Plan for your income and expenses in retirement, risks and asset allocation.
  • 1:00 pm - Designing a Financial Roadmap
    Guide to developing a long term financial plan.

March 2, 2017 - UCSC Scotts Valley Center, Room SVC-E110, 1100 Enterprise Way, Scotts Valley

  • 11:00 am - Women and Investing – Build & Own Your Plan
    How women approach investing; planning, investing, and staying on track.

  • 12:00 pm - Your UC Retirement System
    Overview of retirement benefits offered by UC. Covers primary benefits (pension/Choice) that provide a foundation for retirement income.
  • 1:00 pm - Create a Budget, Ditch Your Debt, and Start Building for the Future
    Key concepts about debt, including your credit rating & how to trim your debt.

March 23, 2017 - Kerr Hall, Room 266

  • 11:00 am - Building a Portfolio for Any Weather
    The role of asset allocation & diversification in choosing investments.

  • 12:00 pm - Women and Investing - Retirement Income Planning on Your Own
    Plan for a lengthy and financially healthy retirement.
  • 1:00 pm - Your College Saving Options
    Vehicles for college savings plus planning guides and available tools.

Fidelity In-Person/Telephone Consultations

Fidelity Workplace Planning and Guidance Consultants are prepared to speak with you to determine if you are on track to reach your financial goals. Consultants are trained to help you make the most of your UC Retirement Savings Program. Fidelity Workplace Planning and Guidance Consultants can meet with you at your convenience- either over the phone or in person. To schedule your consultation, call 1-800-558-9182 or enroll online.