Event Date
Event Date
Location
Online via Zoom
| MANAGING MY MONEY (NEW & Spanish*) | ||
|---|---|---|
| Identify the three core components of a sound budget, begin to build (or rebuild) your emergency savings fund, and get control over prioritizing your debt. | ||
| *Monday, October 7 | 9:00 a.m. PT | Sign Up |
| Thursday, October 10 | 9:00 a.m. PT | Sign Up |
| Tuesday, October 22 | 12:00 p.m. PT | Sign Up |
| INVESTING FOR BEGINNERS (NEW) | ||
|---|---|---|
| Understand basic investing terms and concepts, learn about the building blocks of investing, and determine what type of investor to be. | ||
| Tuesday, October 8 | 9:00 a.m. PT | Sign Up |
| Thursday, October 24 | 12:00 p.m. PT | Sign Up |
| TAX-EFFICIENT INVESTING | ||
|---|---|---|
| Understand the impact of taxes on your investment portfolio, identify strategies to help plan for taxes, and learn about upcoming changes in tax law and understand potential impacts. | ||
| Wednesday, October 9 | 9:00 a.m. PT | Sign Up |
| Monday, October 14 | 1:00 p.m. PT | Sign Up |
| TACKLE DEBT & UNDERSTAND YOUR CREDIT SCORE (NEW) | ||
|---|---|---|
| Discover different strategies for paying down debt, learn how to better understand credit scores, and take better control of finances. | ||
| Friday, October 11 | 9:00 a.m. PT | Sign Up |
| Wednesday, October 16 | 12:00 p.m. PT | Sign Up |
| MAKE THE MOST OF THE UC RETIREMENT SAVINGS PROGRAM | ||
|---|---|---|
| Determine how much savings you will need to retire the way you want, understand how much you can save through the UC Retirement Savings Program, discover additional ways to save, and learn strategies to help you protect and grow your savings. | ||
| Tuesday, October 15 | 12:00 p.m. PT | Sign Up |
| Monday, October 21 | 1:00 p.m. PT | Sign Up |
| Monday, October 28 | 9:00 a.m. PT | Sign Up |
| GUIDE TO INVESTING IN THE UC RETIREMENT SAVINGS PROGRAM | ||
|---|---|---|
| Learn the basics of investing, including key investing concepts and common types of investments. Review an overview of funds available through the Retirement Savings Program, and investment approaches based on risk tolerance, investing horizon and involvement level. | ||
| Thursday, October 17 | 9:00 a.m. PT | Sign Up |
| Wednesday, October 30 | 1:00 p.m. PT | Sign Up |
| FUNDAMENTALS OF RETIREMENT INCOME PLANNING | ||
|---|---|---|
| Learn the benefits of a retirement income plan, identify retirement income sources and expenses, and explore different retirement income strategies. | ||
| Friday, October 18 | 12:00 p.m. PT | Sign Up |
| Wednesday, October 23 | 1:00 p.m. PT | Sign up |
| Tuesday, October 29 | 9:00 a.m. PT | Sign up |