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.

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Fall 2017 Dates

Session 1:     September 13
Session 2:     September 20
Session 3:     September 27
Session 4:     October 3
All sessions are from 2:00 - 4:30 pm

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Registration

To register, fill out the following form to sign up for the series   

REGISTRATION WILL OPEN in July 2017

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, projects@berkleley.edu or (510) 642-5461 (Office hours: M-F, 1- 4 pm) 


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Session Descriptions and Location

All sessions are from 2:00 - 4:30 pm
Location: Sibley Auditorium, Bechtel Engineering Center - http://goo.gl/maps/36GoC


September 13: THE RETIREMENT PLANNING PROCESS AND FINANCIAL PLANNING FOR RETIREMENT

Overview of the Retirement Process, Cary Sweeney, Director, UC Berkeley Retirement Center

Financial Planning for Retirement, Richard Faw, CFA, FSA, CAIA, FRM, President and Founder Setarcos Investment Advisors LLC

September 20: UC RETIREMENT BENEFITS

Maximizing Your UC Benefits in Retirement, UC Office of the President Retirement Administrative Services Center Representative

September 27: RETIREMENT SAVINGS ACCOUNTS AND SOCIAL SECURITY

Fidelity Investments and Your Plan and What Social Security Can Do For You, Eric Schreiber, Director, Retirement Planner, Personal and Workplace Investing, Fidelity Investments, Laura Crymble, Retirement Counselor, Personal and Workplace Investing, Fidelity Investments


October 4: MAKING THE MOST OF LIFE IN RETIREMENT

Retirement is an exciting and joyous chapter in your life - one with new opportunities and perspective. As you move into this new chapter, you may find the transition challenging, even if you have planned for it and are looking forward to it. This session will provide you with insight and tips for your new transition, including advice on finding new interests, continuing or starting new work or volunteering, managing your new found time,as well as relationships, and will include first hand experience from retirees.  

The second part of this session is aimed at faculty to explore privileges of Emeriti, including recall appointments, research options and service. 


Angelica Stacy, Associate Vice Provost for the Faculty and Heather Archer, Assistant Vice Provost for Academic Personnel



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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.

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