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.