Event Date
Are you getting ready for retirement, do you still have many years to go but want to make sure you’re planning appropriately, or do you not know where to even start? The UC Davis Staff Alumni Network is happy to invite all Aggies to join them and meet with Fidelity Financial Consultant Kim Becker.
Bring your lunch to the Alumni Center on December 9 and hear from Kim as she covers many commonly asked questions, including:
- Understanding the different UC voluntary retirement savings options, including the 403(b), 457(b), DCP, and Roth contributions.
- Tax diversification and how different account types may be taxed in retirement.
- Strategies for building retirement income and considerations for managing taxes in retirement.
- How retirement planning may differ for employees at various career stages, from new hires to those nearing retirement.
- General best practices for maximizing retirement savings within the UC plans.
It’s never too early to make sure you’re prepared for retirement, we hope you’ll join us!
Date: Wednesday, December 9
Time: People are welcome to arrive at the Alumni Center starting at 11:30am. Kim’s presentation will begin at 12:15pm.
Cost: Free! Please RSVP to let us know you're coming and don't forget to bring your lunch.
Don't forget to join our Slack channel: #caaa-staff-alumni-network