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 webinars provide valuable insights into UC retirement benefits, financial management, estate planning, and overall financial well-being. 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:
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:
Time: 11:30 a.m. - 1:00 p.m.
Register: UC Learning Center
Estate Planning for Young Adults (e.g. ages 18-25)
Learn why estate planning is essential for young adults and how it safeguards their financial and personal interests. This seminar will explore key benefits, including the protection it provides for adult children, and highlight how it can often be covered under a parent’s ARAG insurance plan.
Instructor: Heidi Klippel, Esq.
Date:
- Tuesday March 4, 2025
Time: 11:30 a.m. - 12:30 p.m.
Handout: What is an Estate Plan?
Register: UC Learning Center
Estate Planning for Families with Young Children
Discover why estate planning for young children is needed and how it protects your family, the importance of naming legal guardians for minor children, avoiding probate, keeping information about minor children confidential, and the importance of college savings (529s) – pros and cons
Instructor: Heidi Klippel, Esq.
Date:
- Thursday, April 24, 2025
Time: 11:30 a.m. - 12:30 p.m.
Register: UC Learning Center
Estate Planning and Taxes
This webinar will review property taxes (Prop 13 & Prop 19), capital gains tax & federal estate taxes and how holding title to real property with third parties impacts taxes.
Instructor: Heidi Klippel, Esq.
Date:
- Thursday, June 26, 2025
Time: 11:30 a.m. - 12:30 p.m.
Register: UC Learning Center
Estate Planning with Community and Separate Property
This webinar will review things to consider when preparing your estate plan. How does a pre-nuptial agreement and post-nuptial agreement impact your estate plan? How does separate property impact taxes?
Instructor: Heidi Klippel, Esq.
Date:
- Thursday, August 21, 2025
Time: 11:30 a.m. - 12:30 p.m.
Register: UC Learning Center
Experian - Identity Theft Protection Program
This workshop is to provide employees with a clear and comprehensive understanding of the Identity Theft Protection Plan, including how it works, what it covers, and how it can offer critical support during unexpected events.
Instructor: Lynnette Martini, Experian, Sales Director
Date:
- Tuesday, April 8, 2025
- Tuesday, August 5, 2025
Time: 11:30 a.m. - 12:30 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, CFPTime: 11:30 a.m. - 1:00 p.m.
Dates:
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 10, 2025
- Tuesday, September 23, 2025
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, March 27, 2025
- Thursday, May 8, 2025
- Thursday, June 12, 2025
- Thursday, September 25, 2025
Navigating Your ARAG Legal Benefits
Join us for an informative workshop designed to help you better understand how the ARAG Legal Plan benefits work and what is covered. Discover the wide range of services available, including:
- Personalized legal advice and document preparation for estate planning, family law, and consumer protection.
- Guidance on adding senior adults to the Identity Theft Protection Plan benefit and details on accessing Cash Recovery Restoration coverage.
- Identity theft protection services, including credit monitoring, internet identity surveillance, and full-service identity restoration.
- Assistance with administrative hearings, misdemeanor defense, and other legal concerns.
- Online tools like DIY Docs® to create essential legal documents, including wills, powers of attorney, and healthcare directives.
Whether you're planning for the future, navigating legal challenges, or seeking protection against identity theft, this workshop will equip you with valuable knowledge to confidently access and utilize your ARAG Legal Plan benefits.
Instructor: Matt Montoya, ARAG Legal
Time: 11:30 a.m. - 12:30 p.m.
Dates:
- Tuesday, April 22, 2025
- Thursday, August 14, 2025
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:
- Tuesday, March 18, 2025
- Tuesday, September 9, 2025
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.
Time: 11:30 a.m. - 12:30 p.m.
Dates:
- Thursday, February 20, 2025
- Tuesday, September 16 , 2025
You’ve 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:
- Tuesday, March 11, 2025
- Tuesday, October 7, 2025
Handout: What is an Estate plan & Successor Trustee Informational Hand Out
Register: UC Learning Center
Your 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, April 15, 2025
- Tuesday, October 14, 2025
Register: UC Learning Center
Note: this page has a friendly link that is easy to remember: http://blink.ucsd.edu/go/financialworkshops