A biweekly publication for faculty and staff

Fidelity Retirement Workshops at Mondo Building

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


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