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
Please find the classes and workshops below categorized to help you with where you are in your life span:
Developing Your Personal Financial Management Plan
- Accessing Your Fidelity Retirement Account Online
- Planning Today for Your Fiscal Tomorrow
- Downsizing Your Debt
- Finding Balance in Your Budget
- The Psychology of Money in Difficult Times
Planning for Your Future – It’s Never Too Early…It’s Never Too Late
- Enrolling in your UC Retirement Savings Program
- Determining your Investment Strategy
- Achieving a Sound Retirement
- The Fundamentals of Retirement Income Planning
- Estate Planning for Baby Boomers
- Financial Management of Elders
- Pre-Retirement Planning Program
- Retiring from UC
UC Affiliated Resources
Community Resources
- California Office of Information Security and Privacy Protection
- Consumer Credit Counseling Services
- Consumer Federation of America
- Consumer Reports Money
- Health Insurance Counseling and Advocacy Program (HICAP)
- National Foundation for Credit Counseling
