Resources and Support

Financial wellness for the New Year

Executive Communications

Resources and Support

Community and Engagement

Campus Operations

Get ready to upgrade your financial wellness before the new year. Learn more about budgeting and tax efficient investing with our dedicated Fidelity Representatives.

Tax Efficient Investing

  • Wednesday, December 10 from 12 - 1 p.m.
  • Held via Zoom
  • Learn about the impact taxes can have on your portfolio, and learn strategies to help plan for taxes.
  • Register for Tax Efficient Investing!

Five Money Musts

  • Thursday, December 11 from 12 - 1 p.m.
  • Held via Zoom
  • Learn five money concepts to help you start your financial journey on the right foot.
  • Register for Five Money Musts!

Can’t make a session? Please email Andrew Fung or Sandy Soliman, our Fidelity representatives, to schedule an appointment.

2026 Grad Slam opens call for graduate student competitors
UCSB’s Education Abroad Program recognized among nation’s best
Star panel to discuss moviegoing in an evolving marketplace
UC Regents approve acquisition of off-campus residential property