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2008/ 2009 schedule
| Date |
Time |
Workshop |
| Oct. 16 |
8:30–10 a.m. |
Long-term Care and Other Insurance Plans: Learn how these plans work and how to determine if you need long-term care insurance. |
| Nov. 18 |
2:30–4 p.m. |
Estate Planning: Learn about wills and trusts. What is probate? What are estate taxes? Look at new estate tax laws. |
| Jan. 15 |
8:30–10 a.m. |
Understanding UC Plans: Discussion about the various plans at UC and how they affect you.
What you should do to plan for your retirement. |
| Feb. 17 |
2:30–4 p.m. |
403(b)/ 457(b) Made Simple: Understand the benefits of participating in the tax deferred plans, learn how to get started and where to invest. |
| March 10 |
11:30 a.m.–1 p.m. |
Tax Planning: Understand the new tax laws. How do they affect you and how to benefit from the changes. |
| April 16 |
2:30–4 p.m. |
Investment Basics: Learn about the basics of stocks, bonds and mutual funds. Understand the difference between risk and volatility. |
| May 18 |
8:30–10 a.m. |
Investment Advanced: How to read a prospectus and what to look for. Also learn about asset allocation and how to diversify your portfolio.
Note: Required to have some knowledge of investments or have taken the Investment Basics class. |
| June 26 |
11:30 a.m.–1 p.m. |
Preparing for Retirement: Transition to retirement. What to expect? How will be the expenses be compared to now? How much to withdraw from your nest egg?
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| July 16 |
11:30 a.m.–1 p.m. |
Long-term Care and Other Insurance Plans: Learn how the group plans work. What is long-term care insurance? Do you need it? |
| August 11 |
2:30–4 p.m. |
Understanding UC Plans: Discussion about the various plans at UC, how they affect you, and what you should do to plan for retirement. |
| Sept.14 |
2:30–4 p.m. |
Social Security: Understanding your social security benefits. What is Medicare?
When to apply for social security benefits? |
| Oct. 15 |
8:30–10 a.m. |
403(b)/ 457(b) Made Simple: Understand the benefits of participating in the tax deferred plans, learn how to get started and where to invest. |
| Nov. 10 |
11:30 a.m.–1 p.m. |
Understanding UC Plans: Discussion about the various plans at UC and how they affect you.
What you should do to plan for your retirement. |
| Dec. 7 |
2:30–4 p.m. |
Estate Planning: Discussion about wills and trusts. What is probate? What are
estate taxes? Look at new estate tax laws. |
Ready to enroll? Seating is limited.
Workshops are held at the Training Center North on the Plaza level of Torrey Pines Center North, 10300 N. Torrey Pines Road (map).
Need more information? Contact Tuyet Le, (858) 822-2568.
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