March 4 at 9:00 am March 19 at 12:00 pm March 25 at 1:00 pm |
Maximize Social Security in Your Retirement Strategy You will learn how Social Security fits your retirement paycheck, identify Social Security claiming strategies, and create your retirement income plan. Presented by; Fidelity |
March 4 at 10:00 am March 12 at 5:30 pm |
Preparing for Retirement This webinar provides a broad overview of UC's retirement benefits and lays the foundation for Retiree Health Benefits and UC Retirement Process presentations Presented by; Fidelity |
March 5 at 9:00 am |
Preserving Your Savings for Future Generations This class is designed to help you learn about planning for future generations. You will learn how to understand what assets are potentially taxable and how to distribute, learn the importance of a living will and health care proxy, review the basics of trusts and gifting, as well as understand possible insurance replacement strategies. Presented by; Fidelity |
March 6 at 9:00 am March 26 at 12:00 pm |
Five Money Musts This class offers five basic money concepts to help you start your financial journey on the right foot. Presented by; Fidelity |
March 10 at 12:00 pm March 17 at 9:00 am |
Retirement Income Planning for Her This class reviews retirement planning strategies for women. Presented by; Fidelity |
March 11 at 9:00 am March 13 at 12:00 pm March 24 at 1:00 pm |
Guide to Investing in the UC Retirement Savings Program You will learn the basics of investing, including key investing concepts and common types of investments plus an overview of funds available through the UC Retirement Savings Program. Presented by; Fidelity |
March 12 at 9:00 am March 27 at 12:00 pm |
Create a Budget and Build Emergency Savings This class will review budgeting, Fidelities 50-15-5 saving and spending guidelines, and then importance of emergency savings. Presented b: Fidelity |
March 18 at 9:00 am |
Identify and Prioritize Your Savings Goals (Spanish) This class explores how to save for your goals and next steps for saving. Presented by: Fidelity |
March 19 at 2:00 pm |
Retiree Health Benefits This webinar covers the health plans available for UC retirees and their eligible family members. Presented by; Fidelity |
March 20 at 12:00 pm |
Ways to Save with Roth You will learn how Roth gives you the opportunity for tax free income in retirement, who might benefit from Roth contributions, and how to start making Roth contributions. Presented by; Fidelity |
March 25 at 10:00 am |
The UC Retirement Process from Start to Finish This webinar covers everything you need to know about the UC retirement process, including required forms, important deadlines, and helpful resources. Presented by; Fidelity |
March 28 at 12:00 pm |
Investing for Beginners This class presents basic investing terms and concepts, the building blocks of investing and how to determine what type of investor to be. Presented by; Fidelity |
Sunday 16 February 2025