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2008 schedule
| Date |
Time |
Workshop |
| Jan. 14 |
11:30 a.m. – 1 p.m. |
403(b)/ 457(b) Made Simple: Understand the benefits of participating in the tax deferred plans, learn how to get started and where to invest. |
| Feb. 7 |
2:30–4 p.m. |
Tax Planning: Understand how the new tax laws affect you and how to benefit from the changes. |
| March 17 |
11:30 a.m. – 1 p.m. |
Understanding UC Plans: Find out about the various plans at UC, how they affect you, and what you should do to plan for retirement. |
| April 10 |
2:30–4 p.m. |
Investment Basics: Learn stock, bond, and mutual fund basics and understand risk and volatility. |
| May 5 |
2:30–4 p.m. |
Investment Advanced: Learn how to read a prospectus and what to look for. Also learn about asset allocation and how to diversify your portfolio.
Prerequisite: Completion of Investment Basics class or some knowledge of investments. |
| May 20 |
2:30–4 p.m. |
403(b)/ 457(b) Made Simple: Understand the benefits of participating in the tax deferred plans, learn how to get started and where to invest. |
| June 16 |
11:30 a.m. – 1 p.m. |
Estate Planning: Learn about wills and trusts. What is probate? What are estate taxes? Look at new estate tax laws.
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| June 24 |
8:30–10 a.m. |
Social Security: Learn about your Social Security benefits, Medicare, and how and when to apply. |
| July 15 |
2:30–4 p.m. |
Understanding UC Plans: Discussion about the various plans at UC, how they affect you, and what you should do to plan for retirement. |
| Aug. 19 |
8:30–10 a.m. |
403(b)/ 457(b) Made Simple: Understand the benefits of participating in the tax deferred plans, learn how to get started and where to invest. |
| Sept. 25 |
2:30–4 p.m. |
Social Security: Learn about your Social Security benefits, Medicare, and how and when to apply. |
| Oct. 16 |
8:30–10 a.m. |
Long-term Care and Other Insurance Plans: Learn how these plans work and how to determine if you need long-term care insurance. |
| Nov. 18 |
2:30–4 p.m. |
Estate Planning: Learn about wills and trusts. What is probate? What are estate taxes? Look at new estate tax laws. |
Ready to enroll? Seating is limited.
Workshops are held at the Training Center North on the Plaza level of Torrey Pines Center North, 10300 N. Torrey Pines Road (map).
Need more information? Contact Tuyet Le, (858) 822-2568.
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