TO: Campus Community
FR: Shira Minerd, WorkLife Wellbeing Program Manager, Human Resources
RE: April is Financial Literacy Month
Human Resources is proud to once again welcome UCSB’s dedicated Fidelity Representatives live each week during Financial Literacy Month, as we learn more about budgeting, investing, planning for your children's college funds, retirement planning, and everything in between.
Space is limited, and these webinars cannot be recorded. Please register on zoom for individual sessions.
April is Financial Literacy Month
- Session 1: Five Money Musts | Tuesday, April 8 @ 12:00 PM
Five basic money concepts to help you start your financial journey on the right foot. Registration Link: https://fmr.zoom.us/webinar/
- Session 2: Tax Efficient Investing | Tuesday, April 15 @ 12:00 PM
Learn about the impact taxes can have on your portfolio, learn strategies to help plan for taxes and review upcoming changes in tax law. Registration Link: https://fmr.zoom.us/webinar/
- Session 3: 529 College Savings | Tuesday, April 22 12:00 PM
Registration Link: https://fmr.zoom.us/webinar/
- Session 4: Guide to UC Retirement System | Tuesday, April 29 @ 12:00 PM
UC’s primary retirement benefits provide a foundation for retirement income, and voluntary retirement benefits offer additional saving opportunities in UC’s 403(b), 457(b) and DC plans. Registration Link: https://fmr.zoom.us/webinar/
Can’t make a session? Please email Andrew Fung, Fidelity, to schedule an appointment. ANDREW.FUNG@FMR.COM