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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">February 3,
2026</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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<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">From:</span></p>
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Retirement Center on behalf of UCR Central HR Benefits Office </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"><b><span style="font-family:Arial,sans-serif"><span class="gmail_default" style="font-family:verdana,sans-serif;font-size:small"></span>Estate Planning Featuring Fidelity Investments and Office
of Gift Planning 2/26</span></b><span style="font-family:Arial,sans-serif"></span></p>
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</span><a href="https://ucriverside.az1.qualtrics.com/jfe/form/SV_00AUskO3mRsoPe6" style="color:rgb(5,99,193)"><b><span style="font-family:Arial,sans-serif;color:rgb(31,78,121);text-decoration-line:none"><img src="cid:ii_ml6zq58b1" alt="image.png" width="420" height="543"></span></b></a><b><span style="font-family:Arial,sans-serif;color:rgb(31,78,121)"></span></b></p>
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The Estate Planning Webinar will be 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>Emeriti, retirees, staff and faculty are
welcome to join us at this online session.<b></b></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"><b><span style="font-family:Arial,sans-serif">Fidelity Investments</span></b></p>
<p class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">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.</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"><b><span style="font-family:Arial,sans-serif">UCR Office of Gift Planning</span></b></p>
<p class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">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. </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"><b><span style="font-family:Arial,sans-serif">How to Register</span></b></p>
<p class="MsoNormal" style="margin:0in;line-height:105%;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:Arial,sans-serif">Confirm
your participation and receive the Zoom link by visiting the Retirement
Center registration webpage at: </span></p>
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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"><a href="https://ucriverside.az1.qualtrics.com/jfe/form/SV_00AUskO3mRsoPe6" style="color:rgb(5,99,193)">https://ucriverside.az1.qualtrics.com/jfe/form/SV_00AUskO3mRsoPe6</a>
</span></p>
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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">We
hope you can join us!</span></p>
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