Pre-Retirement Programs in March

Various online programs are available in March concerning UC's retirement plans. The schedule is below. (All times are Pacific.) 

YOUR UC RETIREMENT SYSTEM

This class covers 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.

Tuesday, March 5 9:00 a.m.

Wednesday, March 13 noon

Thursday, March 21 1:00 p.m.

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MANAGING MY MONEY (NEW)

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.

Wednesday, March 6 9:00 a.m.

Tuesday, March 19 noon

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MAXIMIZE SOCIAL SECURITY IN YOUR RETIREMENT STRATEGY

This class can help you learn about Social Security, including ways to maximize benefits under different scenarios and priorities (divorce, working, tax impact, other sources of retirement income, etc.). It also offers tools and resources available to help you look at different oions and make the most of your benefit.

Thursday, March 7 1:00 p.m.

Wednesday, March 20 9:00 a.m.

Wednesday, March 27 noon

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RETIREMENT INCOME PLANNING FOR HER

Understand why retirement planning is different for women, identify the five key financial risks in retirement and learn the basics of creating a retirement income plan

Tuesday, March 12 1:00 p.m.

Tuesday, March 26 9:00 a.m.

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PRESERVING YOUR SAVINGS FOR FUTURE GENERATIONS

How an estate plan can help you preserve your assets and control the distribution of your estate. Covers wills and probate, power of attorney, healthcare proxies, and gifting and insurance replacement strategies.

Thursday, March 14 noon

Thursday, March 28 1:00 p.m. 

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Registration for these programs is available at:

https://uc-ftdchoiceretiree.cmail19.com/t/r-e-tidhlrtk-ntybxiyk-r/.