Financial Workshops
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UHS Faculty/Staff Health Programs recognize that finances are one of the major stressors impacting the lives of our faculty and staff. Work/Life is offering the following financial education workshops to help faculty and staff take control of their financial future. For additional workshops and community resources, please see the new Financial Resources @ Cal portal page.
To enroll in any of the following classes, please go to the UCB Learning Center.
1. Log-in to Blu with your CalNet ID
2. Click on UCB Learning Center at the bottom of the Self Service Section.
3. Type the class name into the search bar to register.
Investing Essentials - Thursdays in October
Jerry Ostrander, Edward Jones Financial Services
Enroll at the UCB Learning Center. See link and instructions above.
Foundations of Investing- Thursday, October 14, 12:10-1:30 p.m., Tang Ed Center
Whether you are new to investing or need a refresher, understanding the basics is the first step. Learn about the key features of bonds, stocks, and mutual funds, the importance of asset allocation, and the impact of inflation on your long-term goals.
Investing in Stocks and Bonds- Thursday, October 21, 12:10-1:30 p.m., Tang Ed Center
Learn about the basics of the S&P 500 and Dow Jones Industrial Averages and how to earn money by investing in different types of stocks. Learn about bond characteristics, tax advantages of municipal bonds, and how bonds may help you weather fluctuating markets.
Investing in Mutual Funds- Thursday, October 28, 12:10-1:30 p.m., Tang Ed Center
Learn how and why mutual funds work, and why they're important to helping you meet your long-term goals. After this class, you will have a foundational knowledge of mutual funds and the considerations and the process of selecting an appropriate mutual fund.
Developing Your Personal Spending Plan
Tuesday, Sep.14, 12:10-1:30 p.m., Tang Ed Center
Calculate your Net Worth, discover where your money goes, develop a personal spending plan, use credit wisely and save! Learn tips to help secure your financial future, and steps to get on the road of financial success.
Richard Ruiz, Assistant Vice President, USE Credit Union
Enroll at the UCB Learning Center. See link and instructions above.
Understanding Your Credit Report and Credit Score
Wednesday, Oct.13, 12:10-1:30 p.m., Tang Ed Center
What does your Credit Report say about you? Learn how your credit score is calculated to be better able to manage your credit, finances, and ultimately your life. Improve your financial health by making informed credit decisions for your future.
Richard Ruiz, Assistant Vice President, USE Credit Union
Enroll at the UCB Learning Center. See link and instructions above.
Making Home Ownership Affordable
Thursday, Nov.4, 12:10-1:30 p.m., Tang Ed Center
Get the information you need to make the biggest investment of your life: your home. Learn how to buy a home if you have no down payment or no cash for closing costs and find out about the different kinds of mortgages available to you.
Richard Ruiz, Assistant Vice President, USE Credit Union
Enroll at the UCB Learning Center. See link and instructions above.
