Benefits & Financial Workshops Schedule
See dates, times and topics of upcoming benefits & financial workshops.
UC San Diego Human Resources, benefits unit is pleased to offer a series of informative webinars designed to help staff better understand their benefits and plan for the future. These sessions cover a variety of important topics, including:
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UC Retirement Benefits
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Financial Planning and Management
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Estate Planning
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Health and Wellness Resources
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And more
Whether you're early in your career or approaching retirement, these webinars provide valuable insights to support your financial well-being and long-term planning.
Schedule and enrollment details are available below. Advance registration is required, and space may be limited—so be sure to secure your spot!
Find classes organized by title below.
Additional webinars can be located on myUCretirement.com.
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:
Time: 11:30 a.m. - 12:30 p.m.
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:
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: Tuesday, June 16, 2026
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: Tuesday, August 11, 2026
Time: 11:30 a.m. - 12:30 p.m.
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:
- Thursday, June 11, 2026
- Thursday, September 24, 2026
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 25, 2026
- Tuesday, September 22, 2026
Register: UC Learning Center
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:
- Thursday, May 7, 2026
- Thursday, September 10, 2026
Register: UC Learning Center
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, September 15, 2026
Rehired Retiree Webinar
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When: Beginning in March 2026, the second Friday of each month, 10:00 a.m. to 11:30 a.m. PT.
- Join Zoom meeting:
- https://UCOP.zoom.us/j/92887245452?pwd=ItCbtAzKGJTSFnPY0V0tYELnEuWPmF.1&from=addon
- Meeting ID: 928 8724 5452; Passcode: 095559
- One tap mobile: +12133388477,,92887245452# US (Los Angeles)
+16692192599,,92887245452# US (San Jose)
You can also watch the recording or review the presentation slides
UC PPO/Accolade Member Webinar
Monthly webinars that highlight how Accolade (Blue Shield) offers personalized guidance to help UC PPO plan members navigate their medical plan coverage and benefits.
Instructors: Accolade/UCOP Representatives
Dates:
- Wednesday, June 17, 2026
- Wednesday, July 15, 2026
- Wednesday, August 19, 2026
- Wednesday, September 16, 2026
- Wednesday, October 21, 2026
- Wednesday, November 18, 2026
- Wednesday, December 16, 2026
Time: 12:30 p.m. - 1:30 p.m.
Register: Webinar link
UC Retirement Process from Start to Finish
What will you learn in this seminar
Who should attend?
- Tuesday, June 9, 2026
- Thursday, September 24, 2026
- Thursday, October 22, 2026
- Tuesday, November 10, 2026
View the presentation:
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, September 17, 2026
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:
- Thursday, October 1, 2026
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:
Register: UC Learning Center
Webinars Provided by Kaiser
Date: Monday, June 15, 2026
Time: 12:00 p.m. - 1:00 p.m.
Register: Register to attend the webinar
Back to School, Back to Basics
Reset your routines and refocus your family's well-being. From sleep and nutrition to managing stress and screen time, learn strategies to help your family stay balanced and start the school year strong.
Date: Monday, August 17, 2026
Time: 12:00 p.m. - 1:00 p.m.
Register: Register to attend the webinar
Functional Fitness: Active at Every Age
Learn exercises and movement patterns that mirror your everyday activities to improve strength, balance, and mobility. By practicing real-life movements, you'll enhance your quality of life, prevent injury, and move with greater confidence and ease.
Date: Monday, September 21, 2026
Time: 12:00 p.m. - 1:00 p.m.
Register: Register to attend the webinar
Care fot the Caregiver
Caregiving can be overwhelming, often leaving little time to care for yourself. Learn practical ways to navigate the demands of multi-generational caregiving—from supporting children to aging family members—and gain tools to strengthen your own health and wellbeing.
Date: Monday, October 19, 2026
Time: 12:00 p.m. - 1:00 p.m.
Register: Register to attend the webinar
The Healthy Holiday Mix: Sleep, Exercise, Love & Food
The holidays can bring joy – but also stress, fatigue and schedule overload. Give yourself the gift of self-compassion – adding movement or taking rest. Even lessening the guilt of enjoying food – especially if you have a chronic condition. Apply tips for staying healthy and energized all season long.
Date: Monday, November 16, 2026
Time: 12:00 p.m. - 1:00 p.m.
Register: Register to attend the webinar
Cozy Up: Discover the Magic of Hygge
Discover the Danish art of hygge—the practice of creating warmth, comfort, and joy in everyday moments, especially during the fall and winter seasons. Learn to find contentment in slower rhythms and develop mindful habits that foster coziness, support restful sleep, and nurture wellbeing. Give yourself permission to embrace a gentler pace and savor quiet moments without rush.
Date: Monday, December 14, 2026
Time: 12:00 p.m. - 1:00 p.m.
Register: Register to attend the webinar
Webinars Provided by Health Net
Dates:
- Wednesday, June 17, 2026
Time: 12:00 p.m. - 1:00 p.m.
Register: Webinar link
For questions, contact the program facilitator at HCFhelp@ucsd.edu