TO:  Campus Community

FR:  Shira Minerd, Work-Life Resource Coordinator, Human Resources

RE:  2023 Journey Toward Retirement Series 



Please see below information for staff, faculty and academic employees who are considering retiring in the next 5 years. 

The 2023 UC Journey Toward Retirement

Wondering what steps to take as you prepare to retire with UC? Not quite sure where to start? Please join us as our Santa Barbara Fidelity Representatives guide us through the Journey Toward Retirement with the University of California. In these retirement sessions, our Fidelity representatives Andrew and Sandy will walk you through every step that you should take, from beginning to end, as you approach retirement.

Space is limited, please register on Shoreline for the series or individual sessions. 

Journey Toward Retirement Series

Date & Time


9/11 @ 12 pm - Guide to the UC Retirement System

9/12 @ 12pm – Fundamentals of Retirement Income Planning

9/13 @ 12pm – Maximize Your Social Security

9/14 @ 12pm – The UC Retirement Process

9/15 @ 12pm – What to do with Your UC Accounts


Can’t make a session? Please email Andrew Fung, Fidelity, to schedule an appointment.    ANDREW.FUNG@FMR.COM