Pre-Retirement Planning Course
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.
LBNL employees: Please register by email email@example.com or phone 642-5461; Include your first and last name, email address, whether you are staff or researcher/scientist; indicate if you would like to attend all sessions or the session(s).
UC Berkeley employees:
You may register by visiting the UC Learning Center through the BLU web portal and searching on "PRP" to locate the sessions. OR you may
click on "register" below, next to the dates. If you do not have access to UC Learning, please call 642-5461 or email firstname.lastname@example.org to register. Indicate if you are faculty or staff, campus or LBNL.
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.
|Campus employees may use register links below|
|Session 1: Sept. 14, 2016 (register)|
|Session 2: Sept. 21, 2016 (register)|
|Session 3: Sept. 28, 2016 (register)|
|Session 4: Oct. 7, 2016 (register)|
Session Descriptions and Locations
All sessions are from 2:00 - 4:30 pm
Session 1: HAPPINESS IN RETIREMENT: PREPARING FOR A SUCCESSFUL TRANSITION AND Financial Planning FOR Retirement
LOCATION: Sibley Auditorium, Bechtel Engineering Center -http://goo.gl/maps/36GoC
Welcome and Introduction, 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
Financial Planning for Retirement, Richard Faw, CFA, FSA, CAIA, FRM, President and Founder Setarcos Investment Advisors LLC
Session 2: uC RETIREMENT BENEFITS
Location: Sibley Auditorium, Bechtel Engineering Center -http://goo.gl/maps/36GoC
Maximizing Your UC Benefits in Retirement, UC Office of the President Retirement Administrative Services Center Representative
session 3: rETIREMENT INCOME AND Social Security
LOCATION: Sutardja Dai Hall, Banatao Auditorium- https://goo.gl/maps/H6ZKz1S9Ba22
Fidelity Investments and Your Plan, Laura Crymble, Retirement Counselor, Personal and Workplace Investing, Fidelity Investments
Making the Most of Social Security, Eric Schreiber, Director, Retirement Planner, Personal and Workplace Investing, Fidelity Investments
Session 4: woRK-LIFE TRANSITION AND YIN AND YANG OF RETIREMENT
LOCATION: SIBLEY AUDITORIUM, BECHTEL ENGINEERING CENTER -HTTP://GOO.GL/MAPS/36GOC
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 Staff and Faculty 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.