Pre-retirement Planning Course Overview
Planning to retire from full time work? Are you ready? Our Pre-Retirement Planning (PRP) program guides employees through four afternoons of classes that cover everything from retirement benefits to work-life transitions and is offered twice a year in the Fall and Spring.
Traditionally, pre-retirement planning programs emphasized the employee benefits and financial factors related to retirement planning. Our dynamic and collaborative PRP focuses not only on these important issues, but also more personal issues such as work-life transitions, emotional preparedness and new or part-time employment.
Taught by expert instructors, PRP sessions complement and build upon each other; all sessions are applicable to faculty, academics and staff. This program is free of charge to active faculty, academics and staff of UC Berkeley and Lawrence Berkeley National Laboratory.
Who should attend?
PRP is open to UCB and LBNL faculty, academics and staff. There is no hard-and-fast rule on when an employee should take the PRP course. Most participants in PRP have been 1-5 years from their retirement date.
Spring 2017 Dates
Fall 2017 Dates
To register, fill out the following form to sign up for the series
Note: Each session builds on each other; It is recommended that participants attend all sessions. However, to maximize participation, learners may register for one or all sessions, depending on their needs, availability, etc.
Questions? Please contact the Retirement Center with questions, firstname.lastname@example.org or (510) 642-5461 (Office hours: M-F, 1- 4 pm)
Session Descriptions and Location
All sessions are from 2:00 - 4:30 pm
Location: Sibley Auditorium, Bechtel Engineering Center - http://goo.gl/maps/36GoC
Session 1: HAPPINESS IN RETIREMENT AND MAKING THE MOST OF SOCIAL SECURITY
Welcome,.Course Introduction and Overview of Retirement Center Privileges Cary Sweeney, Director, UC Berkeley Retirement Center
Happiness in Retirement: Preparing for a Successful Transition, Leslie C. Bell, Ph.D., LCSW, CEAP, Employee Assistance Counselor, Care Services for Faculty and Staff, University Health Services, Tang Center
Making the Most of Social Security, Eric Schreiber, Director, Retirement Planner, Personal and Workplace Investing, Fidelity Investments
Rob Pepper/Bay Area Public Affairs Specialist, Social Security Administration will be available to help field additional questions about Social Security.
Session 2: UC RETIREMENT BENEFITS
Maximizing Your UC Benefits in Retirement, UC Office of the President Retirement Administrative Services Center Representative
Session 3: RETIREMENT SAVINGS ACCOUNTS AND FINANCIAL PLANNING FOR RETIREMENT
Fidelity Investments and Your Plan, Laura Crymble, Retirement Counselor, Personal and Workplace Investing, Fidelity Investments
Financial Planning for Retirement, Richard Faw, CFA, FSA, CAIA, FRM, President and Founder Setarcos Investment Advisors LLC
Session 4: WORK-LIFE TRANSITION AND YIN AND YANG OF RETIREMENT
A Career Reimagined: Panel Discussion on Careers After Retirement
Linda Lundberg, Lead, UC Berkeley Transition Services
Kelly Howard, Talent Acquisition, UCOP
Terrie Moore, Career Counselor, Staff Career Development Program, UCB Counseling and Psychological Services
Marilyn Byrne, Lead, UCB Encore Bears pilot initiative
Post Academic Employment, Angelica Stacy, Associate Vice Provost for the Faculty and Heather Archer, Assistant Vice Provost for Academic Personnel
Retiree Panel, Retiree Panel, Yin and Yang of Retirement
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Webinar Option for "UC Retirement Benefits" Presentation
If you are unable to make it to Part 2: "UC Retirement Benefits," a similar presentation is presented by representatives from the Retirement Administration Service Center (RASC), Office of the President via webinar on the second and fourth Tuesday of every month.
Click here for more details. Topics include: understanding the UCRP pension benefits, retirement savings and retiree health coverage.