TO: Campus Community
FR: Shira Minerd, Work-Life, Human Resources
RE: 2024 Financial Literacy Month
Join us March 21st through April 23rd to learn more about budgeting, investing, planning for your children's college funds, retirement planning, and everything in between.
Space is limited, and these webinars cannot be recorded.
Please register on Shoreline for the whole series or individual sessions.
- Thursday, March 21 @ 12:00 PM: Women & Investing
Designed to address common financial challenges women face and create an environment that builds confidence. Anyone is welcome to attend.
Financial Literacy Month
Join us every Tuesday in April for Financial Well-being Lunch & Learns:
- Tuesday, April 2 @ 12: 00 PM: Five Money Musts
Five basic money concepts to help you start your financial journey on the right foot.
- Tuesday, April 9 @ 12:00 PM: Tax Efficient Investing
Learn about the impact taxes can have on your portfolio, learn strategies to help plan for taxes and review upcoming changes in tax law.
- Tuesday, April 16 @ 12:00 PM: 529 College Savings Plan
- Tuesday, April 23 @ 12: 00 PM: Guide to Your UC Retirement System
UC’s primary retirement benefits provide a foundation for retirement income, and voluntary retirement benefits that offer additional saving opportunities in UC’s 403(b), 457(b) and DC plans.
Can’t make a session? Please email Andrew Fung, Fidelity, to schedule an appointment. ANDREW.FUNG@FMR.COM