Financial Planning Resources
Take Control of Your Financial Future
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. This effort is a collaboration of University departments working to bring together all the financial education and counseling opportunities available, organized to help across the life span, such as:
- Starting your career at the University and needing to establish your financial plans with Fidelity
- Managing finances in this current market and learning how to make sound adjustments
- Saving for retirement
- Preparing for your retirement
- Planning for your child’s future education
- Preparing yourself for the purchase of your first home
- Organizing yourself or a loved one's financial and legal affairs
- Managing well as you enter post-employment
Upcoming Event: UC Berkeley Financial Fair, Thursday, April 11, 2013 10am - 2pm, International House. The Financial Fair (PDF) is an opportunity for UC Berkeley faculty, staff, and retirees to attend workshops, learn about campus resources, and visit with campus financial vendors.
The classes and workshops below are categorized to help you with where you are in your life span:
Developing Your Personal Financial Management Plan
- Accessing Your Fidelity Retirement Account Online
- Designing a Financial Roadmap
- Downsizing Your Debt
- Home Ownership for the First-Time Homebuyer
- Quarterly Marketing Perspective
- Refinancing Your Home
- Remaining Confident in a Challenging Market
- Understanding the Power of Debt
Planning for Your Future – It’s Never Too Early…It’s Never Too Late
- Building a Portfolio for Any Weather
- Creating Your Personalized Retirement Action Plan
- Establishing and Maintaining an Estate Plan
- Getting on the Right Path with Your Savings Plans
- Investing in Stocks, Bonds and Mutual Funds
- Pre-Retirement Planning Program
- Preparing your Savings for Retirement
- Preserving Your Savings for Future Generations
- Retiring from UC
- Shifting from Savings to Spendings
- Your College Savings Options
- Your UC Retirement System
- Women and Investing
