Consultations: UCSD Benefits office offers one-on-one consultations with a certified financial planner on topics related to retirement and investments. To arrange a meeting, contact Tuyet Le, (858) 822-2568.
Financial education: You can attend workshops and get advice on a range of topics. View the workshop schedule for dates and brief descriptions. Workshop topics include:
- 403(b)/ 457(b) Made Simple
- Estate Planning
- Financial Planning
- Investment Basics
- Investment (Advanced)
- Long-Term Care and Other Insurance
- Social Security/ Medicare
- Tax Planning
- Understanding UC Retirement Plans
To sign up for a workshop, go to Enrollment Central.
Savings and retirement programs: UC offers a variety of retirement and savings benefits and options. See Blink summaries on:
Need an expert? Contact Tuyet Le, (858) 822-2568.
| 
At Your Service Online
