Monday, October 2 2017
To: Staff and Faculty
FR: Benefits Office, Human Resources - x 2489
RE: October, 2017 - UC/Fidelity Retirement
Tuesday, October 3, 2017
1:00 PM - Fundamentals of Retirement Income Planning
Understanding when you may be able to retire, ways to help make your savings last and retirement challenges you may face.
2:00 PM - Maximizing Social Security in Your Retirement Strategy
Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.
Friday, October 13, 2017
10:00 AM - Your College Savings Options
Insight into the rising cost of college, financial aid resources and how to start saving now.
10:30 AM - Identify and Prioritize Your Savings Goals
How to balance saving for retirement with other savings goals, such as paying off student loans, home purchase or college savings.
11:00 AM - Guide to Investing in the UC Retirement Savings Program
How to build an investment strategy based on risk tolerance, investing horizon and involvement level and the investment options available through UC's 403(b), 457(b) and DC plans.
Tuesday, October 17, 2017
1:00 PM - Preserving Your Savings for Future Generations
How an estate plan can help you preserve your assets and control the distribution of your estate. Covers wills and probate, power of attorney, healthcare proxies and gifting and insurance replacement strategies
1:45 PM - The UC Retirement Choice Program - 2016 Tier members only
How the Retirement Choice program works, including details on the Pension and Savings Choice options, what to consider and instructions on how to make your choice
2:30 PM - Guide to Investing in the UC Retirement Savings Program
How to build an investment strategy based on risk tolerance, investing horizon and involvement level and the investment options available through UC's 403(b), 457(b) and DC plans.