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Financial Workshops Schedule

See dates, times and topics of upcoming financial workshops in 2019.

The Human Resources Benefits Unit will be holding a series of workshops aimed to assist your financial and retirement planning. These workshops are for anyone interested in financial planning, not just those nearing retirement. Register using UC Learning Center. Space is limited and you must enroll to attend.

Find classes organized by title below.

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Caring for Aging Parents: Smooth Transitions

Helping baby boomers deal with the transition of aging parents. Instructors: Heidi Klippel, Esq and Bryan Stebel, CFP.

Elder Abuse Awareness

Elder abuse and scams effecting the elderly. 

Getting Started with Assets

Retirement and Investment - How to get started and why it is so important to get started early.

Helping Seniors Stay in Their Homes

The safe way of having your parents stay in their homes.

Long-Term Care and Other Plans

Learn how the group plans work. What is long-term care insurance?  Do you need it? Instructor: Bryan Stebel, CFP

  • Feb 6: 11:30 a.m. - 1:00 p.m.  TCN
  • July 25: 11:30 a.m. - 1:00 p.m.  TCN
  • Dec 4: 11:30 a.m. - 1:00 p.m.  TCN

Making the Most of Social Security

Understand the key factors that affect your monthly Social Security payment and payment strategies available to you. Instructor: Matt Vallejo, CFP

  • Mar 26: 11:30 a.m. - 1:00 p.m. TPN - The Shores Conf Rm, 1st floor
  • Aug 27: 11:30 p.m. - 1:00 p.m. EH&S Conf Rm 401

Medicare and Your UC Sponsored Plan

This workshop will cover the basics of Medicare, including when to enroll and how it works together with your UC-sponsored medical plan  Instructor: Debra Wells, HCF

  • Mar 26: 1:30 p.m. - 2:30 p.m. TCN
  • Jun 11: 1:30 p.m. - 2:30 p.m. TCN
  • Aug 27: 1:30 p.m. - 3:00 p.m.  EH&S Conference Room 401

Preparing for Retirement

How to structure your portfolio for the transition to retirement. What to expect? How will the expenses be compared to now? Instructor: Matt Vallejo

  • Jun 11: 11:30 a.m. - 1:00 p.m. TCN
  • Sep 11: 11:30 a.m. - 1:00 p.m.  TCN

Wills, Trusts and How to Cover Your Assets

Estate Planning: Discussion about wills and trusts. What is probate? What are estate taxes? Instructor: Heidi Klippel, Esq.

  • Mar  27: 11:30 p.m. - 1:00 p.m. TCN
  • Sep 4: 11:30 a.m. - 1:00 p.m. TCN
  • Oct 9: 11:30 a.m. - 1:00 p.m. TPN - The Shores Conf, 1st floor
  • Nov 20: 11:30 a.m. - 1:00 p.m. TCN

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Note: this page has a friendly link that is easy to remember: http://blink.ucsd.edu/go/financialworkshops

Notice: The information on this page summarizes provisions of university policies and/or collective bargaining agreements. Refer to the Personnel Policies for Staff Members (PPSM) and local implementing procedures or applicable collective bargaining agreement for full text of referenced information.