Financial Planning for Residents and Fellows

Presented by: Nancy Pargot & Joseph Hager

The following will be covered during the session, with a Q&A session at the end:

• UC Retirement System overview, including DCP Safe Harbor
• Voluntary Pre/After tax contributions
• Basic Financial Planning/Prioritizing Multiple Financial Goals/Budgeting
• Resources for Public Service Loan Forgiveness (PSLF) at UC
• Additional Resources

Presenter Bios

Joe Hager, a Fidelity Workplace Financial Consultant, has more than 15 years with the company and has been dedicated to the University of California since 2007. He was previously a retirement counselor for Fidelity’s Workplace Investing Tax-Exempt Market. A Chartered Retirement Planning Counselor^SM and registered securities representative. Joe holds a bachelor’s degree in economics and political science from Boston University.

Nancy Pargot, a Fidelity Workplace Financial Consultant, has more than 16 years with the company and has been dedicated to the University of California since 2011. She was previously an account executive for Fidelity’s Personal and Workplace Investing Group. A registered securities representative, Nancy holds a bachelor’s degree in history (with a minor in business) from Washington University in St. Louis.

UCSF welcomes all participants to our events. If you need a reasonable accommodation to participate in this event, please contact Diana.Martinez2@ucsf.edu as soon as possible.