<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:dt="uuid:C2F41010-65B3-11d1-A29F-00AA00C14882" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Wingdings;
panose-1:5 0 0 0 0 0 0 0 0 0;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Aptos;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin-top:0in;
margin-right:0in;
margin-bottom:8.0pt;
margin-left:0in;
line-height:115%;
font-size:12.0pt;
font-family:"Aptos",sans-serif;
mso-ligatures:standardcontextual;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#467886;
text-decoration:underline;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:12.0pt;
font-family:"Aptos",sans-serif;}
.MsoPapDefault
{mso-style-type:export-only;
margin-bottom:8.0pt;
line-height:115%;}
@page WordSection1
{size:8.5in 11.0in;
margin:.3in .3in .1in .3in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:56442107;
mso-list-template-ids:1726646436;}
@list l0:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level2
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level3
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:1.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level4
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:2.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level5
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:2.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level6
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:3.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level7
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:3.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level8
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:4.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l0:level9
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:4.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1
{mso-list-id:1618876685;
mso-list-template-ids:2062837416;}
@list l1:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l1:level2
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:"Courier New";
mso-bidi-font-family:"Times New Roman";}
@list l1:level3
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:1.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level4
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:2.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level5
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:2.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level6
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:3.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level7
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:3.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level8
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:4.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l1:level9
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:4.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l2
{mso-list-id:1703818699;
mso-list-template-ids:-101944892;}
@list l2:level1
{mso-level-number-format:bullet;
mso-level-text:\F0B7;
mso-level-tab-stop:.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Symbol;}
@list l2:level2
{mso-level-number-format:bullet;
mso-level-text:o;
mso-level-tab-stop:1.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:"Courier New";
mso-bidi-font-family:"Times New Roman";}
@list l2:level3
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:1.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l2:level4
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:2.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l2:level5
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:2.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l2:level6
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:3.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l2:level7
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:3.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l2:level8
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:4.0in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
@list l2:level9
{mso-level-number-format:bullet;
mso-level-text:\F0A7;
mso-level-tab-stop:4.5in;
mso-level-number-position:left;
text-indent:-.25in;
mso-ansi-font-size:10.0pt;
font-family:Wingdings;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#467886" vlink="#96607D" style="word-wrap:break-word">
<div class="WordSection1">
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="margin-left:-4.5pt;border-collapse:collapse">
<tbody>
<tr style="height:21.55pt">
<td width="764" colspan="2" valign="top" style="width:573.3pt;padding:0in 5.4pt 0in 5.4pt;height:21.55pt">
<p class="MsoNormal"><img width="183" height="70" id="Picture_x0020_2" src="cid:image001.png@01DC9512.70A03610" alt="A blue text on a black background
AI-generated content may be incorrect."></p>
</td>
</tr>
<tr style="height:21.55pt">
<td width="764" colspan="2" valign="top" style="width:573.3pt;padding:0in 5.4pt 0in 5.4pt;height:21.55pt">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt"><o:p> </o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt">February 3, 2026<o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt"><o:p> </o:p></span></b></p>
</td>
</tr>
<tr style="height:.2in">
<td width="97" valign="top" style="width:72.45pt;padding:0in 5.4pt 0in 5.4pt;height:.2in">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt">To: <o:p></o:p></span></p>
</td>
<td width="668" valign="top" style="width:500.85pt;padding:0in 5.4pt 0in 5.4pt;height:.2in">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt">Department Benefits Representatives (DBRs)<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
</td>
</tr>
<tr style="height:.2in">
<td width="97" valign="top" style="width:72.45pt;padding:0in 5.4pt 0in 5.4pt;height:.2in">
<p class="MsoNormal"><span style="font-size:11.0pt;line-height:115%">From: <o:p></o:p></span></p>
</td>
<td width="668" valign="top" style="width:500.85pt;padding:0in 5.4pt 0in 5.4pt;height:.2in">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt">Central HR Benefits Office on behalf of UC Riverside Retirement Center<o:p></o:p></span></p>
</td>
</tr>
<tr style="height:.2in">
<td width="97" valign="top" style="width:72.45pt;padding:0in 5.4pt 0in 5.4pt;height:.2in">
<p class="MsoNormal"><span style="font-size:11.0pt;line-height:115%">Re: <o:p></o:p></span></p>
</td>
<td width="668" valign="top" style="width:500.85pt;padding:0in 5.4pt 0in 5.4pt;height:.2in">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt">Estate Planning Webinar Featuring Fidelity Investments and Office of Gift Planning</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
</td>
</tr>
<tr style="height:19.75pt">
<td width="764" colspan="2" valign="top" style="width:573.3pt;padding:0in 5.4pt 0in 5.4pt;height:19.75pt">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt">_____________________________________________________________________________________________________<o:p></o:p></span></p>
</td>
</tr>
<tr>
<td width="764" colspan="2" valign="top" style="width:573.3pt;padding:0in 5.4pt 0in 5.4pt">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt">DBRs, please share this information via your internal listserv.
<u>Do not reply to this email.</u> Please</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
</td>
</tr>
<tr style="height:.2in">
<td width="764" colspan="2" valign="top" style="width:573.3pt;padding:0in 5.4pt 0in 5.4pt;height:.2in">
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt">send a separate email with questions to
</span></b><a href="mailto:benefits@ucr.edu"><b><span style="font-size:11.0pt">benefits@ucr.edu</span></b></a><b><span style="font-size:11.0pt">.</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><span style="font-size:11.0pt;line-height:115%"><o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="margin-bottom:0in;text-align:center;line-height:normal">
<img border="0" width="454" height="587" id="Picture_x0020_1" src="cid:image002.jpg@01DC9512.70A03610"><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt"><br>
The UC Riverside Retirement Center will host the Estate Planning Webinar presented by Fidelity Investments and the UCR Office of Gift Planning on <b>Thursday, February 26, 2026 from 1:00 – 2:30 p.m. Pacific Time via Zoom. </b>Faculty and staff members are welcome
to join us at this online session.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt"> </span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt">Fidelity Investments</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt">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.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt">UCR Office of Gift Planning</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt">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.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><b><span style="font-size:11.0pt">How to Register to join the webinar:</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt">Confirm your participation and receive the Zoom link by visiting this registration webpage at:<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;line-height:normal"><span style="font-size:11.0pt"><a href="https://ucriverside.az1.qualtrics.com/jfe/form/SV_00AUskO3mRsoPe6" target="_blank">https://ucriverside.az1.qualtrics.com/jfe/form/SV_00AUskO3mRsoPe6</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;line-height:115%"><o:p> </o:p></span></p>
</div>
</body>
</html>