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Financial Education Classes Are Available For Department Meetings Financial Education Classes Are Available For Department Meetings
[January 7, 2010]
Your Fidelity Retirement Services Retirement Counselor is available to come to your department to deliver one or more of a series of financial education classes at your convenience. The classes discuss the advantages of the UC Retirement Savings Program and are designed specifically for UC faculty and staff. Topics include the following:
- How to create an investment strategy
- How to manage your account online
- How to create an income plan
- How to manage debt
The classes are offered at no cost to your department, and each class lasts approximately 30 - 60 minutes. More detailed descriptions of each available class are available here.
What you need to do:
- Contact your UC location's Retirement Counselor to schedule a meeting.
- Schedule the room.
- Announce the meeting.
Your Retirement Counselor will do the rest! We will bring a laptop, projector and all the necessary handouts.
Need less? If your department doesn't have time for a class, your Retirement Counselor can offer your employees a Help Desk in your department to answer general questions.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Before investing in any investment option, please carefully consider the investment objectives, risks, charges and expenses. This and other information on the UC Core Funds is available, free of charge, online at www.netbenefits.com or by calling Fidelity Retirement Services at 1-866-6UC-RSVP (1-866-682-7787). This and other information on the mutual fund options that are part of the UC Core Funds line up and other mutual funds outside the UC Core Fund lineup can be found on each mutual fund's prospectus, which can be obtained, free of charge, at the same web site and toll-free phone number. Read the information carefully before you invest.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
536929.1.0
- Getting on the Right Path with Your Workplace Savings
Introduction to UC Retirement Savings Program benefits, features, and investments.- Accessing Your Account Online
Online tools for managing UC Retirement Savings Program investments.- Taking Control of Your Personal Finances
Creating a budget, managing credit card debt, and finding money to save.- Building a Portfolio for Any Weather
The role of asset allocation and diversification in choosing investments.- Quarterly Market Perspective
Current market trends and the most recent quarter's market performance.- Remaining Confident in a Volatile Market
How market conditions affect investment performance and how to put market events in perspective.- Creating a Plan for Lifetime Income in Retirement
How to create a retirement income plan, assess financial risks in retirement and take advantage of UC Retirement Savings Program tools and resources.
Retirement Counselor Contact Information
Location |
Retirement Counselor |
Phone Number |
Email Address |
Berkeley |
Marci Miller |
415-509-0094 |
|
Davis |
Geoff Nelson |
916-371-8049 |
|
Davis Medical Center |
Geoff Nelson |
916-371-8049 |
|
Irvine |
Jeff Crowley |
619-929-2013 |
|
Irvine Medical Center |
Rayna Brower |
818-926-3498 |
|
Lawrence Berkeley National Lab |
Joe Hager |
801-921-0120 |
|
Los Angeles |
Ayla Galeyeva |
310-367-1570 |
|
Los Angeles Medical Center |
Ayla Galeyeva |
310-367-1570 |
|
Merced |
Marci Miller |
415-509-0094 |
|
Office of the President |
Alyssa Valladao |
925-906-9894 |
|
Riverside |
Rayna Brower |
818-926-3498 |
|
San Diego |
Jeff Crowley |
619-929-2013 |
|
San Diego Medical Center |
Jeff Crowley |
619-929-2013 |
|
San Francisco |
Joe Hager |
801-921-0120 |
|
Santa Barbara |
Rayna Brower |
818-926-3498 |
|
Santa Cruz |
Joe Hager |
801-921-0120 |