<div dir="ltr"><div class="gmail_default" style="font-family:verdana,sans-serif;font-size:small"></div><h1 style="margin:12pt 0in 0in;line-height:105%;break-after:avoid;font-size:16pt;font-family:"Calibri Light",sans-serif;color:rgb(46,116,181);font-weight:normal"><img src="cid:ii_me1moplh0" alt="image.jpeg" width="288" height="52"></h1>
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<p class="MsoNormal" style="margin:0in 0in 8pt;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">August 7, 2025</span></p>
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<p class="MsoNormal" style="margin:3pt 0in;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">To:</span></p>
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<p class="MsoNormal" style="margin:3pt 0in 3pt 5.3pt;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">UCR
Emeriti & Retirees</span></p>
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Retirement Center on behalf of UC Office of the President </span></p>
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<p class="MsoNormal" style="margin:3pt 0in 6pt 5.05pt;line-height:normal;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">Confident
Retiree and Emeriti Webinar Series: Preserving Your Savings for Future Generations</span></p>
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AI-generated content may be incorrect." width="503" height="129"></span></p>
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<p class="MsoNormal" style="margin:0in 0in 6pt;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">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. <br>
<br>
Attend <span class="gmail_default" style="font-family:verdana,sans-serif;font-size:small"></span></span><span style="font-size:11pt;line-height:105%;font-family:Arial,sans-serif">this</span> <span style="font-family:Arial,sans-serif">new upcoming webinar presented by Fidelity Investments,
“Preserving Your Savings for Future Generations” to learn: </span></p>
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<li class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">What
assets are potentially taxable and how they might be distributed</span></li>
<li class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">The
importance of a living will and health care proxy</span></li>
<li class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">The
basics of trusts, gifting and more</span></li>
</ol>
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<p class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><b><span style="font-family:Arial,sans-serif">When: </span></b><span style="font-family:Arial,sans-serif">Tuesday,
August 19, 2025<b> <br>
Time: </b>12:00 p.m. PT<b> <br>
How to Register</b>: Register on the Fidelity Investments webpage at: <a href="https://fmr.zoom.us/webinar/register/WN_nBBUhHigR3mAPPZa19YExQ#/registration" style="color:rgb(5,99,193)">https://fmr.zoom.us/webinar/register/WN_nBBUhHigR3mAPPZa19YExQ#/registration</a>
<br>
<br>
Friends and family are encouraged to attend.</span></p>
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<p class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><b><span style="font-family:Arial,sans-serif;color:rgb(31,78,121)">About the Legacy Planning Series</span></b><span style="font-family:Arial,sans-serif"><br>
This webinar is the first in UC’s new three-part series: <b>Legacy
Planning – Peace of Mind for You and Your Loved Ones.</b><br>
<br>
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.<br>
<br>
<b><span style="color:rgb(31,78,121)">What’s next in the Legacy Planning series?</span></b></span></p>
<ol style="margin-top:0in;margin-bottom:0in" start="1" type="1">
<li class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><b><span style="font-family:Arial,sans-serif">Part
2</span></b><span style="font-family:Arial,sans-serif">: Getting Your
Affairs in Order: Essential Planning for Peace of Mind</span></li>
<li class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><b><span style="font-family:Arial,sans-serif">Part
3</span></b><span style="font-family:Arial,sans-serif">: Essential
Steps to Access UC Benefits and More for Survivors and Beneficiaries</span></li>
</ol>
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<p class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">Stay
tuned for dates and details.<br>
<br>
Questions about this webinar should be sent to <a href="mailto:UCRSwebinars@ucop.edu?subject=" target="_blank" title="UCRSwebinars@ucop.edu" style="color:rgb(5,99,193)">UCRSwebinars@ucop.edu</a>.</span></p>
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