Event Date/Time
March 2, 2022, 1:00pm
Event Location
Graduate Student Commons
Join us for a 90-minute workshop that will cover critical investing concepts and tools that UCSC offers graduate students through Fidelity Investments. Economics Lecturer and Investment Manager Patricia Kelly will introduce key terminology and concepts to demystify personal financial management and investing. Then, two Fidelity representatives will describe the ins and outs of several investment account options available to graduate students at UCSC and strategies for using investments for long-term financial planning. Lunch is provided to in-person attendees at 12:15 p.m. at the GSC. Please note that in-person attendance is capped at 25 people. We have plenty of room remaining for in-person attendance at present.