[Ucrea] Confident Retiree and Emeriti Webinar Series: Preserving Your Savings for Future Generations

[Cristina Otegui]

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August 7, 2025

To:

UCR Emeriti & Retirees



From:

UCR Retirement Center on behalf of UC Office of the President



Re:

Confident Retiree and Emeriti Webinar Series: Preserving Your Savings for
Future Generations




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incorrect.]



The Confident Retiree and Emeriti Webinar Series provides you with the
knowledge, tools and resources to enjoy a comfortable retirement—the one
you want and the one you deserve.

Attend this new upcoming webinar presented by Fidelity Investments,
“Preserving Your Savings for Future Generations” to learn:

   1. What assets are potentially taxable and how they might be distributed
   2. The importance of a living will and health care proxy
   3. The basics of trusts, gifting and more



*When: *Tuesday, August 19, 2025
*  Time: *12:00 p.m. PT
*  How to Register*: Register on the Fidelity Investments webpage at:
https://fmr.zoom.us/webinar/register/WN_nBBUhHigR3mAPPZa19YExQ#/registration

Friends and family are encouraged to attend.



*About the Legacy Planning Series*
This webinar is the first in UC’s new three-part series: *Legacy Planning –
Peace of Mind for You and Your Loved Ones.*

Together, these sessions are designed to help UC retirees and their
families prepare for the future — by protecting savings, organizing
personal affairs, and ensuring survivors can access UC benefits when it
matters most. Whether you're just getting started or updating your plan,
this series gives you and your loved ones the tools to move forward with
confidence.

*What’s next in the Legacy Planning series?*

   1. *Part 2*: Getting Your Affairs in Order: Essential Planning for Peace
   of Mind
   2. *Part 3*: Essential Steps to Access UC Benefits and More for
   Survivors and Beneficiaries



Stay tuned for dates and details.

Questions about this webinar should be sent to UCRSwebinars at ucop.edu
<UCRSwebinars at ucop.edu?subject=>.
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