Financial Planning is the process of meeting your life goals through proper management of your finances. To help assist in this process, the Benefits Office offers the services of a Certified Financial Planner (CFP) on their staff at no cost to employees and their spouse/domestic partners.
Consultations
One-on-one consultations with a Certified Financial Planner can be made with Theron Lyon by calling the Benefits Office at (951) 827-4766.
Benefits Events
The Benefits Office offers on a regular basis different workshops and presentations on a variety of financial planning topics. Please check out our latest workshops.
Additional Resources
Here are some additional resources and tools to help you in your planning.
| Personal Financial Information Organizer This is a document that can be used in developing and maintaining your personal financial records and can be printed and placed in a binder. |
| Retirement Calculator Tool Use this tool to calculate an estimate of your future retirement income from UCRP. |
| Forecast Your Fortune You can calculate the potential growth in your Tax-Deferred 403(b) Plan. |
| Paycheck Calculator Use this calculator to determine the effect on your take home pay when you change your allowances on your W-4. |
| Mortgage Calculator Use this web site to calculate a monthly payment, early payoff, refinances, etc. |
| Social Security Retirement Benefit Calculator If you are eligible, calculate an estimated Social Security retirement estimate. |
| Choosing a Financial Planner Here are tips on how to choose a financial planner. |
Contact
Theron Lyon, Benefits Manager, (951) 827-4766, x 2-1434, theron.lyon@ucr.edu
FAX: (951) 827-2192
Address
1160 University Avenue, Suite B
Riverside, CA 92521