Financial Workshops Schedule

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.

Understanding UC Plans: Discussion about the various plans at UC and how they affect you. What you should do to plan for your retirement.

Jan. 19

8:30-10 a.m.

Tax Planning: Understand the new tax laws. How do they affect you and how to benefit from the changes.

Feb. 11

11:30 a.m.-1 p.m.

Preparing for Retirement: Transition to retirement. What to expect? How will be the expenses be compared to now? How much to withdraw from your nest egg?

March 23

2:30-4 p.m.

Understanding UC Plans: Discussion about the various plans at UC and how they affect you. What you should do to plan for your retirement.

April 22

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.

May 4

11:30-1 p.m.

Investment Basics: Learn about the basics of stocks, bonds and mutual funds. Understand the difference between risk and volatility.

June 17

2:30-4 p.m.

Investment Advanced: How to read a prospectus and what to look for. Also learn about asset allocation and how to diversify your portfolio.
Note: Required to have some knowledge of investments or have taken the Investment Basics class.

July 20

8:30-10 a.m.

Understanding UC Plans: Discussion about the various plans at UC and how they affect you. What you should do to plan for your retirement.

Aug. 16

11:30 a.m.-1 p.m.

Long-term Care and Other Insurance Plans: Learn how these plans work and how to determine if you need long-term care insurance.

Sept. 16

2:30-4 p.m.

Social Security: Understanding your social security benefits. Learn about Medicare and when to apply for social security benefits.

Oct. 7

8:30-10 a.m.

Estate Planning: Learn about wills and trusts. What is probate? What are estate taxes? Look at new estate tax laws.

Nov. 2

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.

Dec. 9

2:30-4 p.m.

Understanding UC Plans: Discussion about the various plans at UC and how they affect you. What you should do to plan for your retirement.