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Pre-Retirement Planning Program (PRP)

Registration for the fall 2014 PRP will open this fall. See below for a sample PRP schedule.

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? Retirement may seem daunting, but it doesn’t have to be -- that’s the view of the UC Berkeley Retirement Center.  Our Pre-Retirement Planning (PRP) program guides employees through six Friday afternoons of classes that cover everything from retirement benefits to work-life transitions. Registration is now open. See below for registration information.

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 psycho/social issues, wellness, living arrangements, legal and estate planning concerns, and new or part-time employment.

The spring 2014 Pre-Retirement Planning program launches on Friday, February 28 and lasts for six weeks. Since the program’s inception in 2002, PRP has guided almost a thousand faculty, academics and staff, most of whom take advantage of the program within five years of their expected retirement.

With expert faculty, PRP has six discrete modules that complement and build upon each other; all modules are applicable to both academic and non-academic employees and are continually reviewed and updated. Classes will take place Friday afternoons from 2-5pm. This program is free of charge to active faculty, academics and staff of UC Berkeley and Lawrence Berkeley National Laboratory. The modules are described below.

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

Spring 2014 Course Schedule

February 28 After Cal: What? and Introduction to Program and Reader
  Patrick Cullinane, Director, UCB Retirement Center, A Redirected Life – Continuing Value and Contribution and Introduction to the Program
  Social Security
  Aaron Couts, Social Security Administration, What Social Security Can Do For You
March 7 Long Term Care Insurance
  Kelly Harp, HICAP Manager, Legal Assistance for Seniors of Alameda County, Long Term Care Insurance
  Aging in Place and Housing Considerations
  Joanne Handy, President and CEO, Aging Services of California, Housing Considerations & Aging in Place
March 14 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
March 21 Legal and Estate Planning Considerations
  Bonnie Bishop, Trust and Probate Attorney, Estate Planning
April 4 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
  Called Back to Service and other Post-Retirement Employment
  Melody McClain, 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
April 11 Wellness in Retirement
  Professor Emeritus John Swartzberg, MD, UCB School of Public Health, Wellness in Retirement
  Successfully Making Your Transition to Retirement
  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 employees 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. “Our feeling is that it’s never too early and never too late,” says Patrick Cullinane, the center’s director.  Most of the thousand faculty, academics and staff who have participated in PRP since it’s inception in 2002 have been 1-5 years from their retirement date.

How to Register
Classes are filling quickly - register now! To register email or call (510) 642-5461 with the following information:

  • Your Name
  • Campus department
  • Email address
  • Mailing address
  • Phone number
  • List of all sessions you plan to attend

All registrants will receive a free PRP reader. This comprehensive resource was developed by the Center to help program participants plan their next steps more easily and includes resource lists and materials to facilitate successful pre-retirement planning.

Note Bene

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. Please also note that you must obtain permission from your supervisor in order to attend this program.

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