Presented by Tiffanie Vick, Saving Plus Program Savings Plus allows you to save money for your retirement. These 401(k) and 457(b) plans help bridge any gap between what you have… Continue reading Financial Wellness Series: Savings Plus Sessions – First Steps to enrolling in Savings Plus
Location: Online Description: This workshop will help you to understand the costs of health care in retirement, and how you can prepare for them. Facilitator: Fidelity Financial Services Representative Reserve… Continue reading Fidelity Financial Webinar | Prepare for the Reality of Health Care in Retirement
Location: Online via Zoom; Connection details provided upon registration Description: A budget is the most important tool to secure your future and achieve your financial goals. By identifying short- mid- and long-term goals, you can create a realistic spending and savings plan. Also find smart ways to save on the things that impact your finances… Continue reading Budgeting Made Easy to Meet your Money Milestones | CSU CCC
Location: Online Join us for an upcoming virtual Ask Fidelity Session where your local Fidelity planner will share important updates related to your workplace savings plan and provide you with resources to stay on track to meet your financial goals. Learn how consolidating your retirement accounts could help simplify your financial life. Register Here
This is our most comprehensive class that provides a deeper understanding of your benefits as you begin to prepare for retirement. Learn how your pension is calculated, ways to increase it, and the payment options available upon retirement to provide for a beneficiary. You will also learn about the CalPERS Special Power of Attorney and… Continue reading Financial Wellness Series: CalPERS Sessions – Planning Your Retirement
We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to maintain financial control. Content includes: - developing a… Continue reading Financial Wellness Series: LifeMatters Sessions – Ten Steps to Financial Success
Location: Online Join us for an upcoming virtual Ask Fidelity Session where your local Fidelity planner will share important updates related to your workplace savings plan and provide you with… Continue reading CSU Ask Fidelity: The Role Roth IRAs Can Play In Retirement
Location: Online Join us for an upcoming virtual Ask Fidelity Session where your local Fidelity planner will share important updates related to your workplace savings plan and provide you with… Continue reading CSU Ask Fidelity: Get to Know Your Retirement Plan (Get Started and Save for the Future You)
Location: Online Facilitated by: CalPERS Staff Description: Service credit is one of three factors used in your retirement calculation, and purchasing more may increase your retirement income. Join us to… Continue reading CalPERS Webinar: Service Credit Purchases
Location: Online Description: In this Building Your Financial Foundation workshop, you’ll get strategies to help you manage your debt and understand your credit score. Facilitator: Fidelity Financial Services Representative Reserve… Continue reading Fidelity Financial Webinar | Tackle Debt and Understand Your Credit Score
Presented by Tiffanie Vick, Saving Plus Program Savings Plus allows you to save money for your retirement. These 401(k) and 457(b) plans can help bridge any gap between what you… Continue reading Financial Wellness Series: Savings Plus Sessions – Tool and Resources as you are Nearing Retirement