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:


March 1, 2018 - UCSC Scotts Valley Center, Room SVC-E1101, 100 Enterprise Way, Scotts Valley

  • 11:00 am - Create a Budget and Ditch Your Debt
    Manageable strategies and tools that can help get a handle on spending and borrowing. Will cover how to develop a smart budget and ways to manage debt

  • 12:00 pm - Make the Most of the UC Retirement Saving Program
    Determine how much you will need to retire the way you want and learn about saving in the UC Retirement Savings Program
  • 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

March 28, 2018 - Kerr Hall, Room 266

  • 2:30 pm - Your UC Retirement System
    Overview of retirement benefits offered by UC. Covers primary benefits (Pension/Choice) that provide a foundation for retirement income

  • 3:30 pm - Guide to Investing in the UC Retirement Savings Program
    For employees who are currently enrolled in their workplace savings plan and are wanting help to improve their investment mix through asset allocation and diversification
  • 4:30 pm - Fundamentals of Retirement Income Planning
    How to determine when retirement is feasible based on projected savings and expected financial challenges in retirement

March 29, 2018 - UCSC Scotts Valley Center, Room SVC-E1101, 100 Enterprise Way, Scotts Valley

  • 8:30 am - Getting started in the UC Retirement Savings Plan
    Learn about the features of different plan options, importance of pre-tax saving and compounding of investment returns, and how to enroll

  • 9:30 am - Identify and Prioritize Your Savings Goals
    Tips and strategies to help you save for the things that are important to you, like building an emergency fund, paying off student loans, buying a home, saving for retirement and more
  • 10:30 am - 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.