The Estate Planning Webinar will be presented by Fidelity Investments and the UCR Office of Gift Planning on Thursday, February 26, 2026 from 1:00 – 2:30 p.m. Pacific Time via Zoom. Emeriti, retirees, staff and faculty are welcome to join us at this online session.

Fidelity Investments

Workplace Financial Consultant Adrian Rodriguez and Vice President in Advanced Planning and Former Estate and Tax Planning Attorney Fred Chang will cover the essential concepts, current tax law highlights for 2026, and updates related to the SECURE Acts. Participants will learn about key estate planning documents, how assets are transferred, the importance of beneficiary designations and trust funding, and when to update an existing plan, along with tips for discussing plans with loved ones.

UCR Office of Gift Planning

Senior Director of Gift Planning Matt Durkan will share how estate planning can reflect your values and create lasting impact at UC Riverside. This presentation highlights how legacy planning supports students, research, and the university’s public mission—connecting what matters most to you with UCR’s future. You’ll also learn why many UCR community members choose UC Riverside as a trusted partner for their legacy.   

How to Register

Confirm your participation and receive the Zoom link by visiting the Retirement Center registration webpage at:

https://ucriverside.az1.qualtrics.com/jfe/form/SV_00AUskO3mRsoPe6

We hope you can join us!