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October 1, 1:00 pm |
Second Choice The Second Choice webinar outlines your opportunity to switch from Savings Choice to Pension Choice in your Second Choice Window. Presented by: Fidelity |
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October 1, 9:00 am October 19, 12:00 pm October 27, 9:00 am |
Guide to Investing in the UC Retirement Savings Program You will learn the basics of investing, including key concepts and common types of investments, plus an overview of funds available through the UC Retirement Savings Program. The webinar also covers investment approaches based on risk tolerance, investing horizon, and involvement level. Presented by: Fidelity |
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October 2, 12:00 pm |
Retirement Income Planning for Her This class reviews retirement planning strategies for women, five key financial risks in retirement, and the basics of creating a retirement income plan. Presented by: Fidelity |
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October 5, 12:00 pm October 29, 9:00 am |
Ways to Save with Roth This webinar is designed to help you understand the Roth option in the UC Retirement Savings Plan. 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 |
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October 6, 9:00 am |
Create a Budget and Build Emergency Savings Learn about different components of a budget and see how emergency savings and a critical part of your budget. Presented by: Fidelity |
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October 6, 10:00 am |
Preparing for Retirement
This webinar provides a broad overview of UC's retirement benefit and lays the foundation for Retiree Health Benefits and UC Retirement process presentations. Presented by: Fidelity |
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October 8, 12:00 pm |
Confident Retiree Webinar Series: Cybersecurity Essentials Checklist for Retirees This webinar covers the latest threats and how to protect your financial account and identity, secure your devices, and identify the scams that target retirees. Presented by: Fidelity |
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October 14, 9:00 am |
Tackle Debt and Understand Your Credit Score This class discusses different strategies for paying down debt, how to better understand credit scores, and how to take better control of finances. Presented by: Fidelity |
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October 14, 10:00 am |
Retiree Health Benefits This webinar covers the health plans available for UC retirees and thier eligible family members. Presented by: Fidelity |
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October 16, 12:00 pm |
Investing for Beginners You will learn the basics of investing terms and concepts, about the building blocks of investing, and how to determine what type of investor to be. Presented by: Fidelity |
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October 19, 12:00 pm |
Care for the Caregiver Presented by: Kaiser |
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October 21, 12:00 pm |
Natural Ways to Fight Cold and Flu This webinar is designed to answer many common questions you may have about the flu. Learn the things to avoid when you have the flu, along with proven ways to prevent and manage cold and flu symptoms naturally. Presented by: Health Net |
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October 21, 9:00 am |
Preserving Your Savings for Future Generations This class will help you understand what assets are potentially taxable and how they might be distributed, the importance of a living will and health care proxy, and the basics of trusts, gifting, and possible insurance replacement strategies. Presented by: Fidelity |
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October 22, 10:00 am |
Monthly Medicare Webinars with RASC The Retirement Administration Service Center (RASC) hosts webinars to help walk retirees and employees through Medicare. Learn the basics of Medicare and UC-sponsored medical.
Presented by: RASC |
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October 22, 10:00 am |
The UC Retirement Process From Start to Finish This covers everything you need to know about the UC Retirement process, including required forms, important deadlines, and helpful resources. Presented by: Fidelity |
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October 22, 9:00 am |
Strategies that Can Help You Manage Your Money Learn the three core components of a sound budget. Presented by: Fidelity |
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October 23, 12:00 pm |
Maximize Social Security in Your Retirement Strategy This class covers how Social Security fits your retirement paycheck, Social Security claiming strategies, and how to create your retirement income plan. Presented by: Fidelity |
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October 26, 12:00 pm |
Set Goals and Save for What You Want Learn to establish, prioritize, and fund the savings goals that are most important to you. Presented by: RASC |
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October 27, 9:00 am |
UC Retirement Choice Program: Faculty Subject to PEPRA This class reviews your primary benefit options (Pension and Savings Choice) and the enrollment process. Note: If you don't make a choice within 90 days of eligibility, you will be automatically enrolled in the Pension Choice option, which is irrevocable. Presented by: Fidelity |
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October 28, 10:00 am |
UC Retirement Choice Program: Staff Subject to PEPRA This class reviews your primary benefit options (Pension and Savings Choice) and the enrollment process. Note: If you don't make a choice within 90 days of eligibility, you will be automatically enrolled in the Pension Choice option, which is irrevocable. Presented by: Fidelity |
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October 29, 9:00 am |
UC Retirement Choice Program: Faculty and Staff Not Subject to PEPRA This class reviews your primary benefit options (Pension and Savings Choice) and the enrollment process. Note: If you don't make a choice within 90 days of eligibility, you will be automatically enrolled in the Pension Choice option, which is irrevocable. Presented by: Fidelity |




