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**Cancelled** Annual Financial Fair for Personal Finance

The Financial Fair, scheduled for Thursday, March 19, 2020, has been canceled. We apologize for any inconvenience this may cause you. If you require financial resources, please contact kpatchell@berkeley.edu

The Financial Fair for Personal Finance is an opportunity for UC Berkeley and LBL 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.



9:00-9:45 am

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.

10:00 am- 12:00 pm

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

Fundamentals of Retirement Income Planning

Introduction to key concepts, considerations, and resources for determining when you are ready to retire.

Participating Vendors

  • A+ California Casualty
  • ARAG
  • Bank of the West
  • Be Well at Work Faculty and Staff Health Programs
  • Bright Horizons
  • Community Roots Financials
  • Fidelity Investments
  • Lincoln Financial Group
  • Millar Financial
  • Retirement Administration Service Center (RASC)
  • ScholarShare
  • Social Security Administration
  • Prudential
  • UC Berkeley Human Resources/Benefits
  • UC Berkeley Retirement Center
  • UC Berkeley Staff Basic Needs Committee

Financial Planning Resources

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