A biweekly publication for faculty and staff

Fidelity Retirement Workshops at Mondo Building

Date: 
September 22, 2016 - 10:00 am to 4:00 pm

Fidelity Investments representative Rand Erickson will present a retirement workshop from 10 a.m. to 4 p.m. Thursday (Sept. 22) in the Granite Room at the Mondo Building in downtown Merced. Four one-hour courses will be presented during the workshops. Walk-ins are welcome. UC Merced employees from all locations can attend. The presentation times and course topics are:

  • 10-11 a.m. - Create a Budget, Ditch Your Debt and Start Building for the Future
    Need-to-know information about budgeting, debt and making room for saving
  • 11 a.m. to noon - Building a Portfolio for Any Weather
    Learn investment basics and how to diversify investments across asset classes to help maximize returns and minimize risks
  • 1-2 p.m. - Your UC Retirement System
    Introduction to the UC Retirement System, the UC Retirement Plan (UCRP) and UC Retirement Savings Program: the 403(b), 457(b), and DC Plans
  • 3-4 p.m. Making the Most of Social Security
    Understand the key factors that affect your monthly Social Security payment and the payment strategies available to you

Location

Location: 
Granite Room, Mondo Building
1715 Canal St.
Merced, CA 95340
United States