[UCRDBR] Join us on February 11, 2026 for the Pre-Retirement Planning – Tax Efficient Investing Workshop

[Departmental Benefits Representatives]

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February 09, 2026

To:
Department Benefit Representatives
From:
Central HR Benefits Office
Re:
Pre-Retirement Planning – Tax Efficient Investing Workshop

DBRs, please share this information via your internal listserv.  Do not reply to this mail.  Please send a separate email with questions to benefits at ucr.edu<mailto:benefits at ucr.edu>.


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It is important to take an active role in planning for a secure retirement. UC offers education and counseling to support you along the way—all available at no cost to you. The UCR Human Resources Benefits Office is sponsoring a Pre-Retirement Planning Webinar Series<https://hr.ucr.edu/pre-retirement-planning-workshop-series>  open to all UCR faculty and staff to provide information about resources and steps you will need to take in order to plan for your retirement from UC.

UC Tax-Efficient Investing
Wednesday, February 11, 2026 | 11:00 a.m. – 12:00 p.m.

This presentation will discuss how certain assets are taxed, strategies to save and invest in a tax efficient
manner, and options at your disposal to minimize tax impact in retirement.

To Register to attend, please View the Tax-Efficient Investing flyer<https://documents.ucr.edu/HR-Benefits/%202026%20Pre-Retirement%20Webinars/benefits-UC-Tax-Efficient-Investing.pdf>.



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