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Financial Workshops Schedule

See dates, times and topics of upcoming financial workshops in 2017.

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

  • June 6: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A

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. Instructor: Matt Vallejo

  • Nov 8: 11:30 a.m. - 1:00 p.m. EH&S 401

Helping Seniors Stay in Their Homes

The safe way of having your parents stay in their homes. Instructor: Heidi Klippel, Esq.

  • June 28: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A
  • Aug 29: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A

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 13: 11:30 a.m. - 1:00 p.m.  TPCS, Suite 265A
  • July 18: 11:30 a.m. - 1:00 p.m.  TPCS, Suite 265A
  • Oct 25: 11:30 a.m. - 1:00 p.m.  TPCS, Suite 265A
  • Dec 12: 11:30 a.m. - 1:00 p.m.  TPCN, Plaza

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

  • June 20: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A
  • Sep 19: 1:00 p.m. - 2:30 p.m. TPCS, Suite 265A

Medicare and Your UC Sponsored Plan

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

  • June 20: 1:30 p.m. - 2:30 p.m. TPCS, Suite 265A
  • July 12: 1:30 p.m. - 2:30 p.m. TPCS, Suite 265A
  • Sept 19: 2:30 p.m. - 3:30 p.m.  TPCS, Suite 265A

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

  • July 12: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A
  • Oct 16: 11:30 a.m. - 1:00 p.m.  TPCS, Suite 265A

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 14: 11:30 p.m. - 1:00 p.m. TPCS, Suite 265A
  • Sept 26: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A
  • Oct 10: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A
  • Nov 6: 11:30 a.m. - 1:00 p.m. TPCS, Suite 265A

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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.