Financial Educational Resources

Financial Fair for Personal Finance has been cancelled

The Financial Fair is an opportunity to attend workshops, learn about campus resources, and visit with campus financial vendors. Sponsored by the Work/Life Program (UHS), Human Resources, the Retirement Center, and CITRIS. For more information, please contact Karen Patchell at 510-642-8659.

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Video learning series on "Finance as We Age"

Developed by Terrance Odean, Rudd Family Foundation Professor of Finance, Haas School of Business University of California, Berkeley; includes 9 free training modules, ranging from 5 -15 minutes in length. Includes topics on advance directives, wills, trusts, how much you need to retire, how much you can spend in retirement, deferred income annuities, social security, medicare and long term care. 

Access on YouTube