SPRING 2017 

UCBRC hosts workshops featuring of variety of topics related to retirement. Workshops are open to active employees and retirees. To stay up to date with upcoming workshops, send your email address to ucbrc@berkeley.edu and ask to join the UCBRC email list.

Be sure to review our online Events Calendar regularly for upcoming educational programs, workshops, and luncheons.

RETIREMENT TRANSITION


Retirement Transition

January 18th, 1:30 - 4:30 pm
University Hall 150

THIS WORKSHOP IS OPEN TO RECENT RETIREES ONLY
Registration is closed. Please email the Retirement Center at UCBRC@berkeley.edu, or call 510-642-5461 to be added to the waitlist.

Open to recent UC retirees and Ashby Village members and volunteers who have retired or are contemplating retirement.

Ashby Village and the UC Retirement Center collaborate to bring you a workshop based on key learnings from the Village’s Retirement Transition Group. This workshop will focus on four core topics that carry most of the questions and concerns around the shift from a full-time job to being “retired.” 

In both small and large group formats, participants will discuss these core topics:

  • If retired, what surprised you most? If not retired, what are your main questions?
  • Finding structure in retirement
  • Purpose, identity, and meaning in retirement
  • Health and body changes in retirement

It helps to realize that, while we each take our own path, we are not in this alone and there are indeed some common themes (in many ways, retirement is like going to college for the first time: the opportunities are wide open). This half-day, highly interactive workshop will be held on the Berkeley campus, and will offer UC and AV retirees the opportunity to further explore these and other themes related to retirement.

Co-sponsored by Ashby Village www.ashbyvillage.org/

Facilitated by Ashby Village members Joel Kaufmann and Mary Graham, a recent UC retiree.

LONG TERM CARE, LEGAL & ESTATE PLANNING WORKSHOPS

ESTATE PLANNING CONSIDERATIONS - Completed
April 6, 2017
1:30 - 3:00 pm (NOTE TIME CHANGE)
University Hall 150

Understand who needs estate planning assistance, the documents included and their purpose, estate taxes, retirement accounts, and the attorney-client relationship. A review of the Advanced Health Care Directive, Power of Attorney, Trust, Revocable Living Trusts, Last Testament and Will, and Estate Administration will be covered.

Sara Diamond, Ph.D., J.D. www.saradiamondattorney.com


THE ABC’s of LONG TERM CARE: AN OVERVIEW OF LONG TERM CARE - Completed
April 13, 2017
2:30 - 4:00 pm
University Hall 150

This workshop describes the differences between Medicare coverage and long term care; Explains ways of getting long term care and options for financing it; focuses on the features as well as the pros and cons of long term care insurance;and offers guidelines for purchasing long term care insurance.

Presented by Janet Van Deusen, HICAP Manager, Legal Assistance for Seniors


PLANNING FOR YOUR LONG-TERM HEALTH CARE NEEDS- Completed
April 20, 2017
2:30 - 4:00 pm
University Hall 150

Click here to register

We plan for vacations and dinners with friends, but when it comes to issues associated with aging, most of us prefer to just hope for the best. In this presentation, we will discuss resources available if you wish to age in place, resources available if you need or wish to be cared for outside your home, and the documents that give voice to your desires about who will make decisions for you if you can’t, what decisions you would like made on your behalf, and the legacy you would like to leave.


ESTATE PLANNING LEGAL CLINIC
Registration for the Legal Clinic is closed. If you wish to be placed on the waitlist, please email ucbrc@berkeley.edu or call (510) 642-5461.

May 11, 2017
2:30 - 5:00 pm
University Hall 150

Bring your questions about estate planning documents or planning for long-­term care to a free 20 minute consultation with an attorney.

Presenters/Attorneys, Members of ARAG Legal Plan
Kristen Southworth received her JD from the University of Wisconsin School of Law in 1990 and her BA with distinction from the University of Michigan in 1986.  .

Kathleen Day-Seiter received her BA from the University of California at Riverside, her Masters of Social Welfare with a specialization in gerontology from the University of California at Berkeley, and her JD from Rutgers University – Newark.

Nola Veganes Chavez received her JD from UCLA Law School and her BA from the University of California Berkeley.

Southworth Chavez & Day-Seiter LLP, located in Orinda, focuses on Estate Planning, Elder Law, Special Needs Planning, and Probate and Trust Administration.

http://www.scdlegal.com/