[UCRDBR] Estate Planning Webinar Featuring Fidelity Investments and Office of Gift Planning

[Departmental Benefits Representatives]

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February 3, 2026

To:
Department Benefits Representatives (DBRs)

From:
Central HR Benefits Office on behalf of UC Riverside Retirement Center
Re:
Estate Planning Webinar Featuring Fidelity Investments and Office of Gift Planning
_____________________________________________________________________________________________________
DBRs, please share this information via your internal listserv.  Do not reply to this email.  Please
send a separate email with questions to benefits at ucr.edu<mailto:benefits at ucr.edu>.
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The UC Riverside Retirement Center will host the Estate Planning Webinar presented by Fidelity Investments and the UCR Office of Gift Planning on Thursday, February 26, 2026 from 1:00 - 2:30 p.m. Pacific Time via Zoom. Faculty and staff members are welcome to join us at this online session.

Fidelity Investments
Workplace Financial Consultant, Adrian Rodriguez, and Vice President in Advanced Planning and Former Estate and Tax Planning Attorney, Fred Chang, will cover the essential concepts, current tax law highlights for 2026, and updates related to the SECURE Acts. Participants will learn about key estate planning documents, how assets are transferred, the importance of beneficiary designations and trust funding, and when to update an existing plan, along with tips for discussing plans with loved ones.

UCR Office of Gift Planning
Senior Director of Gift Planning, Matt Durkan, will share how estate planning can reflect your values and create lasting impact at UC Riverside.  This presentation highlights how legacy planning supports students, research, and the university's public mission-connecting what matters most to you with UCR's future. You'll also learn why many UCR community members choose UC Riverside as a trusted partner for their legacy.

How to Register to join the webinar:
Confirm your participation and receive the Zoom link by visiting this registration webpage at:
https://ucriverside.az1.qualtrics.com/jfe/form/SV_00AUskO3mRsoPe6

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