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Financial Workshops Schedule

See dates, times and topics of upcoming financial workshops.

The Human Resources Benefits Unit will be holding a series of virtual 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.

Download a copy of the flyer: English or Spanish.

Asset Allocation and Modern Portfolio Theory

 

You will learn the science or engineering behind the design of an investment portfolio. A strategy for creating a personalized portfolio by combining mutual funds, bonds, and cash equivalents in varying proportions which includes the selection of the style & class of investments, as well as the percentage weighting within each investment.

Instructor: Bryan Stebel, CFP.
Date: Wednesday, August 14, 2024 
Time: 11:30 a.m. - 1:00 p.m.
Register: UC Learning Center

Caring for Aging Parents: Smooth Transitions

Helps those who are dealing with the transition of aging parents.

Instructor: Bryan Stebel, CFP.
Date: Wednesday, June 12, 2024
Time: 11:30 a.m. - 1:00 p.m.
Register: UC Learning Center 

Investment Basics: Getting Started

This educational workshop provides inexperienced investors with basic information that will help them start an effective investment program and learn the fundamentals they need to begin investing for financial success. Explains how market cycles are a normal aspect of investing and gives guidance and strategies to avoid making mistakes when dealing with frequent portfolio shifts.

Instructor: Bryan Stebel, CFP.
Date: TBD
Time: 11:30 a.m. - 1:00 p.m.
Register: UC Learning Center

Investment Strategies in an Interest Rate Rising Environment

This educational workshop provides investors with information that will help them allocate their investment portfolio when interest rates are moving, so they can plan on investing for financial success.

Instructor: Bryan Stebel, CFP.
Date: 
Time: 11:30 a.m. - 1:00 p.m.
Register: UC Learning Center

Long-Term Care and Other Insurance Plans

Learn how the group plans work. What is long-term care insurance?  Do you need it?

Instructor: Bryan Stebel, CFP
Time: 11:30 a.m. - 1:00 p.m. 
Dates:
  • Wednesday, July 17, 2024
  • Wednesday, December 11, 2024
Register: UC Learning Center

Making the Most of Social Security

Understand the key factors that affect your monthly Social Security payment and payment strategies available to you.

Instructor: Adrian Rodriguez, CFP
Time: 11:30 a.m. - 12:30 p.m. 
Dates:

  • Tuesday, June 11, 2024
  • Tuesday, September 10, 2024
Register: UC Learning Center

Medicare and Your UC Sponsored Medical Plan

Many employees or their family members need help understanding their coverage options available to them when they approach Medicare eligibility. If you are planning to retire or if you decide to continue to work, you may find this informational session helpful. This workshop will cover the basics of Medicare, including when to enroll and how it works together with your UC-sponsored medical plans.

Instructors: Lilia Huato & Ronisha Roberson, HCF's
Time: 1:30 p.m. - 3:00 p.m. 
Dates:

  • Thursday, June 13, 2024
  • Thursday, September 26, 2024
Register: UC Learning Center

Pathway to Retirement - UC San Diego

The Retirement Administration Service Center (RASC) and Fidelity Investments are extending an invitation for the “Pathway to Retirement” webinar:

Every successful journey starts with proper planning and preparation. And because this is especially true for retirement, the University of California is offering Pathway to Retirement, a special educational event to help UC faculty and staff plan for the financial security to enjoy all that retirement brings. Whether it’s months or years away, your pathway to a successful retirement starts here!

Experienced speakers present important topics to help you retire with confidence: 

  • Envisioning your Retirement
  • Income planning for the long term
  • UC Pension and Retirement Savings Program benefits
  • Social Security benefits and claiming strategies
  • Health coverage for retirees
  • Navigating the UC retirement process
  • Important resources and next steps

Learn more about your UC retirement benefits and eligibility rules for retiree health, as well as the steps you will need to take when you are ready to retire. There will be a Q&A session for those who have general questions.

WHO SHOULD ATTEND?
Anyone thinking about retirement and how to prepare for this significant life change. Spouses and partners are encouraged to attend.

To register, visit: Pending New Dates 

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: Adrian Rodriguez, CFP
Time: 11:30 a.m. - 12:30 p.m. 
Dates:

  • Wednesday, September 25, 2024
Register: UC Learning Center

Wills, Trusts and How to Cover Your Assets

Estate Planning: Discussion about wills and trusts. What is probate? What are estate taxes? 

Handout Estate Planning

Instructor: Heidi Klippel, Esq.
Time: 11:30 a.m. - 12:30 p.m.
Dates:

  • Wednesday, August 24, 2024
  • Wednesday, November 20, 2024
Register: UC Learning Center

You’re Been Named to be a Trustee

​​This workshop explains what it mean to be a Trustee, and what you are legally expected to do.

Instructor: Heidi Klippel, Esq.
Time: 11:30 a.m. - 12:30 p.m.
Dates:

  • Wednesday, September 18, 2024

Register: UC Learning Center

You've Loved One’s Estate Must Go Through Probate

This educational seminar explains the legal process of probate. Learn about the judicial process of probate including what an executor does, how the estate is handled, what information becomes part of the public record and the fees involved in this process. You will find you want to avoid probate in California.

Instructor: Heidi Klippel, Esq.
Time: 11:30 a.m. - 12:30 p.m.
Dates:

  • Tuesday, June 4, 2024
  • Wednesday, October 16, 2024

Handouts: 

Register: UC Learning Center

For questions, contact the program facilitator at HCFhelp@ucsd.edu

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.