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1st appeared
01
November
2000
UCSF Investment, Retirement Workshops at SFGHMC UCSF Benefits, in conjunction with Fidelity Investments, will hold a series of educational workshops this week at San Francisco General Hospital Medical Center to provide UCSF employees an informal and interactive means to increase their understanding of UCSF retirement plans and investment opportunities. The following is the schedule of workshops: Wednesday, November 1, 12 to 1 p.m., Carr Auditorium Getting Started. This workshop is for employees who are not yet enrolled in the 403(b) Plan. The main goal is to help employees overcome obstacles to participating and understand the benefits of enrolling in their plan. In addition, the workshop covers topics such as debt management, investment basics, advantages of tax-deferred savings and compounding, and the benefits of starting early. Thursday, November 2, 12 to 1 p.m., Carr Auditorium Investment Strategies. This workshop is for employees who are currently participating in the 403(b) Plan and are more than ten years from retirement. The goal is for participants to determine whether their asset allocation is on track with their future savings needs. Attendees will be asked to consider whether they’re deferring as much as they can, and shown the advantages of incremental changes in their deferral rate and asset allocation. The presentation also describes the importance of reviewing, reevaluating, and rebalancing their portfolio on a regular basis. Friday, November 3, 12 to 1 p.m., Carr Auditorium Retirement in View. This workshop is for pre-retirees who are within five years of retirement. The presentation reviews retirement lifestyle and financial considerations. Pre-retirees will work through retirement expenses, income sources, and strategies to help close any gaps. |
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