Event Date
YOUR UC RETIREMENT SYSTEM
Overview of retirement benefits offered by UC. Covers primary benefits (Pension/Choice) that provide a foundation for retirement income and voluntary benefits that offer additional savings opportunities (403(b), 457(b) and DC plans).
Monday, August 5 | 9:00 a.m. PT | Sign Up |
Tuesday, August 13 | 12:00 p.m. PT | Sign Up |
Tuesday, August 20 | 1:00 p.m. PT | Sign Up |
BASICS OF WHEN AND HOW TO CLAIM SOCIAL SECURITY
How Social Security works and things to consider when deciding when and how to claim your benefit. Tools and resources available to help you look at different options and make the most of your benefit.
Tuesday, August 6 | 9:00 a.m. PT | Sign Up |
Wednesday, August 14 | 12:00 p.m. PT | Sign Up |
Thursday, August 22 | 1:00 p.m. PT | Sign Up |
UC RETIREMENT SAVINGS PROGRAM: WAYS TO SAVE WITH ROTH
This class discusses how Roth gives you the opportunity for tax-free income in retirement, who might benefit from Roth contributions, and how to start making Roth contributions.
MONEY INSIGHTS FOR MILLENNIALS AND GEN Z (NEW)
This is a workshop designed to help you demand more from your money, help you achieve your financial goals, and get financial clarity—allowing you to confidently invest so that your money can work harder for you.
IDENTIFY AND PRIORITIZE YOUR SAVINGS GOALS (NEW)
Effective tips and strategies to help you save for the things that are important to you, like building an emergency fund, paying off student loans, buying a home, saving for retirement, and more.
WOMEN AND INVESTING: ORGANIZE, PLAN, OWN YOUR FUTURE
Whether you’re just starting out or nearing retirement, learn simple steps you can take to achieve your financial goals. Includes ways to build healthy financial habits, save for multiple goals, and invest wisely, so that you can take control of your financial future.
TAKE THE FIRST STEP TO INVESTING (Spanish*)
Review the basics of investing, understand asset allocation and diversification and identify your ideal investment approach.
Monday, August 19 | 12:00 p.m. PT | Sign Up |