[Ucrea] Confident Retiree and Emeriti Webinar Series: Getting Your Affairs in Order: Essential Planning for Peace of Mind

[Cristina Otegui]

[image: image.jpeg]



October 30, 2025

To:

UCR Emeriti & Retirees



From:

UCR Retirement Center on behalf of UC Office of the President



Re:

Confident Retiree and Emeriti Webinar Series: Getting Your Affairs in
Order: Essential Planning for Peace of Mind




[image: A yellow background with black text AI-generated content may be
incorrect.]



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

Attend our new webinar, *“Getting Your Affairs in Order:
Essential Planning for Peace of Mind,”* and discover how to:

   - Prevent family stress and confusion by putting the right legal
   protections in place (wills, trusts, powers of attorney, healthcare
   directives).
   - Avoid costly mistakes by learning which important papers to gather—and
   how to organize them—before an emergency strikes.
   - Ensure your money goes where you intend by updating beneficiary
   designations.
   - Spare loved ones from delays or financial gaps by preparing for what
   happens when UC benefits end.
   - Safeguard your retirement savings against fraud with simple
   cyber-protection steps every retiree should know.



*When: *Thursday, November 6, 2025
*  Time: *1:00 – 2:00 p.m. PT
*  How to Register*: Register on the Fidelity Investments webpage at:
https://ucop.zoom.us/webinar/register/WN_BcSZ8jdIRBabD1pnYBMD8g#/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.

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

*Part 3*: Essential Steps to Access UC Benefits and More for Survivors and
Beneficiaries



In case you missed it, you can view a recording of *Part 1: Preserving Your
Savings for Future Generations* *here*
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96d32a24c52cb76e85ed9b733b9f2ea3f53a8df231fecb55e269526d77075c47b2b8325cb8a5b59e1fc5ca098b9d08e5bf2>
 and the slide deck *here*
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96dd4151890b1b0112baa66d78f0ab47b91d9f477d41ef8ded15fba718b503a125c8b69e49d6e339f2a78fe3dd7c8be9000>
.



*Additional resources *

We’ve included some helpful links below to resources mentioned in the
upcoming Part 2 webinar, “Getting Your Affairs in Order:
Essential Planning for Peace of Mind”:



Essential Steps to Access UC Benefits: A Checklist for Survivors of UC
Retirees
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96d6b1c5193e621f8f18a71da1fd90f42d9fc900e2e12d291f3935b1e5e47d70ded169f9e178cc5486c3c14407a21f98d62>


UCRP Limited Special Durable Power of Attorney Fact Sheet
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96d4f6170e290ff4cc9b38c6a8569cb1662bac0ce611f6821c2776eb924f2137471f8d1a438702342e28687873fd2083340>


ARAG Legal
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96dac48891de2778f5e2d0fdfb61a272df596e37b9588d1193c308d4d889c6a19c21cf165dc8810ef039730728399a6db8d>


UCRAYS
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96da6e8dd00c22ead919eb71307a591302b82ab546dce6583d1eb6384ed83612c487d5624ed6e5c8e194fdc3999cabb27c4>:
UCRP, 415(m) Plan, AD&D

Fidelity NetBenefits
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96d76ad62445ee72fb22581d13eb3ca7b040f94a96612343dd0b7da53c50835aeab07fd7703b14dbb0b2bf707a629d84a9f>:
UC Retirement Savings Plan accounts

myUCretirement.com
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96d57c06d1b399a17f763e6173d221007a66558142cba119f88e55fa1c0dcd5d6e85916e3fc5c5dddd096ddf66683de0c13>


UCnet
<https://click.fidelityinvestments.com/?qs=4ecc85307c5bd96d5166e1dbd4302a9bea0aa2d5cd9d8352d27e703da67d88f9c8ddcb90edd603799eefa2245da310f4f34f4157eb5cc830>



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