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Fidelity Retirement Workshops - 01/09/2015 (10:30 AM)

January 9, 2015 - 6:30pm to 10:30pm

Join us to learn more about your retirement options!

Friday, January 9, 2015
10:30 AM – 2:30 PM

KL 362

Fidelity Representative Spencer Richards will be on campus on Friday, January 9th, to present the following retirement savings classes.  Each class is one hour long and you can attend any or all of them.  The classes will be held in Kolligian Library, Room KL362.

Your UC Retirement System   -   10:30 a.m. – 11:30 a.m.
Introduction to UC retirement and savings benefits

Creating your Personal Retirement Roadmap   -   11:30 a.m. – 12:30 p.m.
This class will introduce you to the website and the Personalized Retirement Roadmap tool.

Building A Portfolio for Any Weather   -   12:30 p.m. – 1:30 p.m.
The role of asset allocation and diversification in choosing investments

Preserving Your Savings for Future Generations   -   1:30 p.m. – 2:30 p.m.
Key tools for estate planning, including strategies for gifting and insurance replacement


Fidelity appreciates advance reservation (call  1-800-642-7131), but walk-ins are also welcome.