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:

August 17, 2017 - UCSC Scotts Valley Center, Room SVC-E1101, 100 Enterprise Way, Scotts Valley

  • 11:00 am - Women and Investing – Build and Own your Plan
    Introduction to investing, including how to build a plan for investing your personal and retirement savings.

  • 12:00 pm - Your College Savings Options
    Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.
  • 1:00 pm - Building a Portfolio for any Weather
    How to build an investment mix based on risk tolerance, investing horizon and involvement level, and the investment options available through UC's 403(b), 457(b) and DC plans.

August 24, 2017 - Kerr Hall, Room 266

  • 11:30 am - Your College Savings Options
    Insight into the rising cost of college, an overview of financial aid resources and college savings plans, and how to start saving now.

  • 12:30 pm - Fundamentals of Retirement Income Planning
    Understanding when you may be able to retire, ways to help make your savings may last, and retirement challenges you may face.
  • 1:30 pm - Getting on the Right Path with your Workplace Savings
    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.

 

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.