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Pre-Retirement Planning Program (PRP)

Registration for the fall 2014 PRP is open. Click here to register.

Are you ready to retire?

Retirement can be scary because of the unknown. These sessions helped me realize what I can do to prepare, and took away many unknowns. Of course, it also makes me realize how much I still need to do, but at least I ‘know’ what I need to do!” -- Katherine Loyd, IST Applications Programmer, PRP participant fall 2013

Planning to retire from full time work? Are you ready? Our Pre-Retirement Planning (PRP) program guides employees through six Friday afternoons (2:00 – 5:00 pm) of classes that cover everything from retirement benefits to work-life transitions. 

Please note: priority is given to registrants who can attend all sessions. Those on the wait list will be registered as space allows.

Fall 2014 Course Schedule

October 17 Introduction to Program
  Cary Sweeney, Director, UCB Retirement Center
   
  Personal Financial Planning
  June Yee, CLU, CFP, CLTC, ChFCm, Eagle Strategies LLC, Financial Planning for Retirement
  Laura Crymble, Retirement Counselor, Personal and Workplace Investing, Fidelity Investments, Fidelity Investments and Your Plan
   
October 24 Maximizing Your UC Benefits in Retirement
  Kim Martin, Benefits Consultant, Human Resources and Benefits, Financial Benefits for UC Retirees
  Sharon Johnson, CSS Supervisor, Benefits & Leaves, Health Benefits for UC Retirees
   
October 31 Aging in Place and Housing Considerations
  Joanne Handy, President and CEO, Aging Services of California, Housing Considerations & Aging in Place
   
  Long Term Care Insurance
  Janet Van Deusen, HICAP Manager, Legal Assistance for Seniors of Alameda County, Long Term Care Insurance
   
November 7 Post-Employment Income
  TBD, Benefits Manager, Human Resources and Linda Lundberg, Lead, Transition Services, Called Back to Service at Cal and Employment Transitions Employment Program
  Angelica Stacy, Associate Vice Provost for the Faculty and Heather Archer, Assistant Vice Provost for Academic Personnel, Post Academic Employment
   
  Social Security
  Angellica Yi, Social Security Administration, What Social Security Can Do For You
   
November 14 Legal and Estate Planning Considerations
  Bonnie Bishop, Trust and Probate Attorney, Estate Planning
   
November 21 Wellness in Retirement
  Professor Emeritus John Swartzberg, MD, UCB School of Public Health, Wellness in Retirement
 
Retiree Panel: Four Perspective
  Retiree Staff and Faculty Panel, Yin and Yang of Retirement and Program Wrap Up
   

Program Information

Who should attend?
PRP is optimal for UCB and LBNL faculty, academics and staff planning to retire in five years, but is valuable to anyone expecting to do so in the next one-to-five years. There is no hard-and-fast rule on when an employee should start thinking about retirement planning.  Most who have participated in PRP since its inception in 2002 have been 1-5 years from their retirement date.

How to Register
Click here to register online.
If you cannot attend PRP this semester and would like receive notification emails for future semesters, please email prp@berkeley.edu, subject line: "Add to PRP notify list."

Important Notes

  • Space is limited. This program may fill up before the deadline. Registrations received after the program is full will be added to the waitlist.
  • We welcome your questions before and after the program.
  • You must obtain permission from your supervisor in order to attend this program.
  • Powerpoint slides and most handouts are made available online in advance of the session for you to print if needed.

Background
As early as 1999, the Retirement Center recognized a need for a comprehensive program to assist  faculty, academics and staff from UC Berkeley and the Lawrence Berkeley National Laboratory with the process of planning for their life after full time employment. The PRP program aims to help attendees plan and implement a successful strategy for their next chapter.

Traditionally, pre-retirement planning programs emphasized the employee benefits and personal financial factors affecting one's retirement planning. Our dynamic and collaborative PRP focuses not only on these important issues, but also addresses wellness, living arrangements, legal and estate planning concerns, and new or part-time employment.

With expert faculty, PRP has six discrete modules that complement and build upon each other; all modules 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.


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