Fidelity Retirement Workshops

Fidelity is offering a retirement workshop series for Mondo and Parcade staff!

Location:  Mondo, Granite Conference Room

Fidelity Representative Rand Erickson is coming to downtown Merced to present a retirement workshop series for Mondo and Parcade staff. If you haven’t made it to campus for a Fidelity workshop yet, or you need a refresher, please come to one or more of these informative sessions:

  • Create a Budget, Ditch Your Debt and Start Building for the Future (10:00 am – 11 am)
    What you need to know about budgeting, debt and making room for saving
  • Building a Portfolio for any Weather (11:00 am – 12 noon)
    Learn investment basics and how to diversify your investments across asset classes to help maximize returns and minimize returns and minimize risks
  • Your UC Retirement System (1:00 pm – 2:00 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
  • Making the Most of Social Security (3:00 pm – 4:00 pm)
    Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you

Walk-ins are welcome and these sessions are open to all UC Merced staff.

Date 
September 22, 2016 - 10:00am to 4:00pm
Location Address
Event Contact