 | Thursday, October 8th, 2009
12:00 p.m. to 1:00 p.m. |
Enrolling in your UC Retirement Savings Program
- Presented by Fidelity Retirement Services
- This Workshop will address:
- How much you may need in retirement
- Tax benefits of using your Retirement Savings Program
- Investment Options
- How to enroll
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through TED; access course catalog and select course name
|
 | Thursday, October 8th, 2009
1:15 p.m. to 2:15 p.m. |
Determining Your Investment Strategy
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Understanding the benefits of proper asset allocation
- Recognizing the characteristics of the three asset classes
- Identify your appropriate target asset mix based on your personal situation
- Know how and when you may need to adjust your mix going forward
- Review your program's investment options
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through TED; access course catalog and select course name
|
 | Thursday, October 22nd, 2009
12:00 p.m. - 1:00 p.m. |
Achieving a Sound Retirement
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Retirement Expenses
- How much insurance coverage you will need
- Your Medicare BenefitsSocial Security benefits
- How to distribute your workplace savings and pensions
- Retirement income planning, wills, trust, power of attorney
- How much emergency funds you will need in retirement
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|
 | Thursday, October 22nd, 2009
1:15 p.m. - 2:15 p.m. |
Taking Charge of Your Financial Fitness
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Understanding the importance of saving and how to evaluate debt
- Strategies to take charge of your finances
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|
 | Thursday, November 5th, 2009
12:00 p.m. to 1:00 p.m. |
Determining Your Investment Strategy
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Understanding the benefits of proper asset allocation
- Recognizing the characteristics of the three asset classes
- Identify your appropriate target asset mix based on your personal situation
- Know how and when you may need to adjust your mix going forward
- Review your program's investment options
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through TED; access course catalog and select course name
|
 | Thursday, November 5th, 2009
1:15 p.m. - 2:15 p.m. |
Taking Charge of Your Financial Fitness
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Understanding the importance of saving and how to evaluate debt
- Strategies to take charge of your finances
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|
 | Thursday, November 19th, 2009
12:00 p.m. - 1:00 p.m. |
Achieving a Sound Retirement
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Retirement Expenses
- How much insurance coverage you will need
- Your Medicare BenefitsSocial Security benefits
- How to distribute your workplace savings and pensions
- Retirement income planning, wills, trust, power of attorney
- How much emergency funds you will need in retirement
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|
 | Thursday, November 19th, 2009
1:15 p.m. - 2:15 p.m. |
Quarterly Market Perspective
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Stock Market Recap
- Conditions Needed for Market Recovery
- Diversification and Asset Allocation
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|
 | Thursday, December 3rd, 2009
12:00 p.m. to 1:00 p.m. |
Enrolling in your UC Retirement Savings Program
- Presented by Fidelity Retirement Services
- This Workshop will address:
- How much you may need in retirement
- Tax benefits of using your Retirement Savings Program
- Investment Options
- How to enroll
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through TED; access course catalog and select course name
|
 | Thursday, December 3rd, 2009
1:15 p.m. - 2:15 p.m. |
Quarterly Market Perspective
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Stock Market Recap
- Conditions Needed for Market Recovery
- Diversification and Asset Allocation
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|
 | Thursday, December 17th, 2009
12:00 p.m. - 1:00 p.m. |
Taking Charge of Your Financial Fitness
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Understanding the importance of saving and how to evaluate debt
- Strategies to take charge of your finances
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|
 | Thursday, December 17th, 2009
1:15 p.m. - 2:15 p.m. |
Quarterly Market Perspective
- Presented by Fidelity Retirement Services
- This Workshop will address:
- Stock Market Recap
- Conditions Needed for Market Recovery
- Diversification and Asset Allocation
- Human Resources Training Room, 111 Theory, Suite 200; space is limited
- Enroll through Training and Employee Development (TED); access course catalog and select course name
|