Plan Your Future

Find information on classes, individual consultations, ScholarShare 529 college saving plans, retirement 403b loans, flexible spending accounts and emergency loans can be found on this UCI website.

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UC-specific Retirement 

 

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    Fidelity Financial Education Classes

    Virtual classes are regularly scheduled on topics such as the fundamentals of retirement income planning, initiating your UC Retirement Savings Program, basics of when/how to claim social security, and more. 

    Schedule a class
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    One-On-One Consultations

    Schedule a one-on-one consultation at UCI Medical Center, on the Irvine Campus or via Zoom with a financial expert consultant from Fidelity. Gain a better understanding of your UC retirement benefit options, evaluate your individual situation and priorities, and start your retirement income planning. 

    Schedule now