April is Financial Literacy Month!
About this Event
Human Resources is proud to once again welcome UCSB’s dedicated Fidelity Representatives live each week during Financial Literacy Month, as we learn more about budgeting, investing, planning for your children's college funds, retirement planning, and everything in between.
Space is limited, and these sessions cannot be recorded. Please register for individual sessions.
If you cannot attend a live session, please visit https://myucretirement.com/webinars/calendar for webinars on these and other financial planning topics. You can also bookmark UCSB's WorkLife Well-Being webpage to stay up to date on all upcoming events and programs.
April 9th @ 11:00 AM
Five Money Musts
Description: Learn five money concepts to help you start your financial journey on the right foot.
Registration Link: https://fmr.zoom.us/webinar/register/WN_y6cG-h0XTxCItwe7xgGssQ
April 16th @ 11:00 AM
Guide to Investing in the UC Retirement Savings Program
Description: Basics of investing, including key investing concepts and common types of investments plus an overview of funds available through the UC Retirement Savings Program. It also includes investment approaches based on risk tolerance, investing horizon and involvement level.
Registration Link: https://fmr.zoom.us/webinar/register/WN_Dfx9OU0ORkyxXXJ8fZ1waQ
April 23rd @ 9:00am (Spanish) and 10:00am (English)
Fidelity's Guide to the UC Retirement System
Description: UC's primary retirement benefits that provide a foundation for retirement income: and voluntary retirement benefits that offer additional saving opportunities in UC's 403(b), 457(b) and DC plans. Learn about the benefits offered through the primary and voluntary retirement programs and how they work together to help prepare for a financially secure retirement.
Location: Student Affairs and Administrative Services Building (SAASB) Third Floor
Registration Link for the Spanish Presentation: https://www.campuscalendar.ucsb.edu/event/fidelitys-guide-to-the-uc-retirement-system-en-espanol
Registration Link for the English Presentation: https://www.campuscalendar.ucsb.edu/event/fidelitys-guide-to-the-uc-retirement-system
April 23rd @ 11:00 AM
529 College Savings
Description: We will discuss manageable strategies, tools, and tips that can help you plan more effectively for the cost of college.
Registration Link: https://fmr.zoom.us/webinar/register/WN_7tZxEkz2Q7esO25gvRTUuQ
April 30th @ 11:00 AM
Preserving Savings for Future Generations
Description: Understand what assets are potentially taxable and how they might be distributed, learn the importance of a living will and health care proxy, and review the basics of trusts, gifting, and possible insurance replacement strategies. Note: Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Registration Link: https://fmr.zoom.us/webinar/register/WN_8JA8tLnjQsWVCFpcVZjo7w
Virtual Event
