HomeHome < Retirees < Retirement and Savings Plans < Determining Your Investment Strategy Workshop for Retirees

UC is sponsoring a workshop for retirees -- "Determining Your Investment Strategy" -- at various locations this winter.

The workshop, conducted by Fidelity Retirement Services, will help retirees participating in the UC Retirement Savings program: understand asset allocation and diversification, recognize the characteristics of asset classes; identify their appropriate target asset mix based on their own personal situations; and learn how and when to adjust their asset mix going forward.

The schedule of the workshops and RSVP information is below:

Berkeley    
February 24  10:00 am Determining Your Investment Strategy
University Hall, Room 150
RSVP to (800) 642-7131
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Davis    
February 09 8:00 am  Determining Your Investment Strategy
Memorial Union Building, Garrison Room
RSVP to (800) 642-7131
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UCLA    
February 25 12:00 pm Determining Your Investment Strategy
10920 Wilshire Blvd. Building 10th Floor, Room 1080
1:15 pm Determining Your Investment Strategy
10920 Wilshire Blvd. Building 10th Floor, Room 1080
RSVP to the following website.
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Irvine    
February 2 11:00 am Determining Your Investment Strategy
U-Club 801 East Peltason Drive
February 2 1:30 pm Determining Your Investment Strategy
U-Club 801 East Peltason Drive
RSVP to (800) 642-7131
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Office of the President
February 4 12:00 pm  Determining Your Investment Strategy
Kaiser Building, 300 Lakeside Drive, Room 712
RSVP to (800) 642-7131
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Riverside
February 11 10:00 am Determining Your Investment Strategy
1160 University Ave, Suite H
RSVP to (800) 642-7131
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San Diego
February 12 10:00 am Determining Your Investment Strategy
UC Retiree Center, Building 400
RSVP to (800) 642-7131. Map
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Santa Barbara
February 04 12:30 pm Determining Your Investment Strategy
3101 SAASB Human Resources Building Learning Center
RSVP to (800) 642-7131
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Santa Cruz
March 02 9:30 am Determining Your Investment Strategy
2901 Mission St. Staff HR Training Room
RSVP to (800) 642-7131
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San Francisco
March 18 10:30 am Determining Your Investment Strategy
Parnassus N-217
RSVP to (800) 642-7131
     

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