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8th Annual Financial Fair for Personal Finance

Thursday, March 7, 2019
9AM-1PM, Sutardja Dai Hall


The Financial Fair for Personal Finance is an opportunity for UC Berkeley faculty, staff, and retirees to attend workshops, learn about campus resources, and visit with campus financial vendors.

Sponsored by Work/Life Program (UHS), Human Resources, The Retirement Center, and CITRIS. For more information, please contact Karen Patchell at (510) 642-8659.

Time

Class

9:00-9:45am

Make The Most Of The UC Retirement Savings Program

Determine how much savings you will need to retire the way you want, understand how much you can save through the UC Retirement Savings Program, discover additional ways to save, and learn strategies to help you protect and grow your savings.
10:00am- 12:00pm

UC Retirement Plan (UCRP) – The Pension Plan

The session addresses the many areas one needs to consider for a successful and satisfying retirement and the benefits available through the UC Retirement Plan (UCRP). Content includes information about monthly retirement income and how it is calculated, cost of living adjustments, and lump sum cash out. The Retirement Savings Program and retiree health and welfare benefits will be discussed. Other UCRP benefits such as disability income, survivor income, basic death benefit and service credit buybacks will also be covered. This workshop is designed to help you increase your knowledge of utilizing available retirement resources.
Who should attend: Active career employees.
12:15 - 1:00pm

Create a Budget, Ditch Your Debt, and Start Building for the Future

What you need to know about budgeting, debt and making room for saving.

Participating Vendors

A+ California Casualty

ARAG

Bank of the West

CAL Fresh

Be Well at Work Faculty and Staff Health Programs

Bright Horizons Care Advantage

Fidelity Investments

Liberty Mutual

Retirement Administration Service Center (RASC)

ScholarShare 

Social Security 

Prudential

UC Berkeley Human Resources/Benefits

UC Berkeley Retirement Center

UC Berkeley Staff Basic Needs Commitee

Financial Planning Resources

 
UC Berkeley offers many free classes, workshops and resources on financial management to help faculty, staff and retirees take control of their financial future. This dedicated portal page outlines those campus resources and provides recommended community resources. No registration required.

Get to know your UC Retirement Benefits which are designed to help you plan, save and invest for retirement.