[Chemistry_faculty] FW: [UCRDBR] Tax Efficient Investing Featuring Fidelity Investments Workshop

Kathy J Carrington kathy.carrington at ucr.edu
Wed Jan 10 14:32:08 PST 2024


Hello,
Please broadly distribute this message below to individuals in your labs who might be interested in the workshop below.
Best,

Kathy J. Carrington
Financial and Administrative Officer
Department of Chemistry
951-827-3522


From: UCRDBR <ucrdbr-bounces at lists.ucr.edu> On Behalf Of Departmental Benefits Representatives
Sent: Tuesday, January 9, 2024 3:07 PM
To: ucrdbr at lists.ucr.edu
Subject: [UCRDBR] Tax Efficient Investing Featuring Fidelity Investments Workshop

[cid:image001.png at 01DA430D.81E3B270]

January 9, 2024
To:
Department Benefits Representatives

From:
Central HR Benefits Office on behalf of the UC Retirement Center

Re:
Tax Efficient Investing Featuring Fidelity Investments Workshop - January 24, 2024

[cid:image002.jpg at 01DA430D.81E3B270]<https://fmr.zoom.us/webinar/register/WN_6X_atbKZQ4eFvU9oQfoF3w#/registration>
Please join us for this Informational Workshop to learn about the impact taxes can have on your portfolio, discuss strategies to help plan for taxes and review upcoming changes in tax law. Participants will have the opportunity to ask questions and Fidelity Investments Adrian Rodriguez will be leading this session.

Tax Efficient Investing Featuring Fidelity Investments
Wednesday, January 24, 2024
1:00 - 2:00 p.m. via Zoom
Emeriti and retirees may register for this Zoom session using the Fidelity webpage at:
https://fmr.zoom.us/webinar/register/WN_6X_atbKZQ4eFvU9oQfoF3w#/registration



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