New Employee Financial and Retirement Planning Workshop

UCR offers Financial and Retirement Planning Workshop to provide assistance to employees required to make a selection on the UC Retirement Choice program and contributing to a voluntary UC retirement savings plan. The workshop will also provide information regarding additional benefits available through California Casualty insurance, Altura and SchoolsFirst local credit unions.

Please join us at our ongoing bi-monthly meetings to learn from the plan experts; receive guidance and answers to your questions in order to make quality decisions about investing in your future. This workshop will be held via Zoom online meetings until further notice due to the campus closure.

The topics discussed will explore the following:

  • Introduction to key financial and retirement planning concepts
  • Consideration and resources for determining when you are ready to retire
  • Four-step approach to creating a retirement income plan

Zoom Meeting

  • Join Zoom Meeting -
  • Meeting ID: 331 856 4136
  • Dial by your location
            +1 669 900 6833 US (San Jose)
            +1 253 215 8782 US (Tacoma)

Additional Dates

  • First Thursdays thereafter in: October | December

For more information about the agenda and registration instructions, please view the Financial Planning & Retirement Orientation flyer.

Thursday, October 1 at 10:00am to 12:00pm

Virtual Event
Event Type



Faculty & Staff




Human Resources
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