Pre-Retirement Planning Seminars Fall 2023

Planning to retire from full time work? Are you ready?

The Retirement Center coordinates a variety of pre-retirement and long-term care planning seminars to help you prepare for the important transition of retirement.  Find below the seminars scheduled for the upcoming semester, including  "Pathway to Retirement" covering the nuts-and-bolts of retirement and seminars like "Planning for Life in Retirement" and special seminars for faculty which touch on issues of work-life and academic transitions, issues of transitions in family life and new or part-time employment. 

Getting to Know the Villages

Date and time: Monday, September 11, 2023, 12:00 - 1:30 pm
Location: Zoom

A recent AARP survey revealed that 77 percent of adults 50 and older hope to remain in their homes as long as possible. The Village Movement was founded in 2002 by a group of older adults who came together to organize a support network that would allow them to stay in their own homes while participating in social activities in their neighborhood.  A “Village” is not a single location or building, but a grassroots and community-based organization led by volunteers helping to connect older adults in their neighborhood with support services and programs. Currently, there are more than 300 Villages across the nation. 

Interested, but haven’t heard about the Village Movement?  We designed our panel discussion “Getting to Know the Villages” with you in mind! 

On Monday, September 11, 12pm to 1:30pm (via Zoom), representatives from the Ashby, San Francisco and Lamorinda Villages will discuss the benefits of participation in these communities. Join us for this presentation followed by Q&A. Please register by clicking on the Zoom-link provided in the "Registration" box below. 

Panelists include:

  • Charlotte Dickson, Executive Director, Village Movement California - What is a Village?
  • Village Members and Volunteers from four SF Bay Area Villages 
    (click on this link for more information about the panelists) 
    • Emily Sexton, Ashby Village, Retired UCB Assistant Vice Chancellor of Administration

    • Russ Ellis, Ashby Village, Retired UCB Vice Chancellor of Undergraduate Affairs

    • Judy O'Shea, NEXT Village San Francisco, Retired Biotech Executive and Installation Artist
    • Seymour Packman, San Francisco Village, Professor Emeritus, Division of Medical Genetics, Department of Pediatrics

    • Larry Toy, Lamorinda Village, President Emeritus and Former Chief Executive Officer of the Foundation for California Community Colleges 
    • Pearl Toy, Lamorinda Village, UCSF Professor Emeritus, Laboratory Medicine;

Moderator:Carrie Graham, PhD, UCSF 

Watch a brief video about Villages from the Village Movement California:

Registration: Zoom registration

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Pathway to Retirement Event

Date and Time:

Date TBD (check back in July 2023)
9:00 am - 12:00 pm
Location: Zoom

The Retirement Center is partnering with UC Office of the President to host the Pathway to Retirement Event to guide employees in planning for financial security in retirement. Featured speakers include a retirement counselor from the UC Retirement Administration Service Center who will explain your UC retirement benefits and eligibility rules for retiree health, describe the steps you need to take when you’re ready to retire and answer your questions. Open to UCB all staff and faculty; Spouses and partners are encouraged to attend. There is no hard-and-fast rule on when an employee should take this seminar, most participants are 1-5 years from their retirement date.

More details


Registration link posted closer to fall

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Thriving in Retirement Emeriti Panel (for Faculty)

Date and time: Tuesday, November 6, 2023, 1:30 - 3:00 pm
Location: Zoom

Facilitated by Professors Emeritus/a Phil Cowan, Carolyn Cowan, and Sheldon Zedeck, all members of the Department of Psychology, this session is designed for faculty who are contemplating all of the opportunities that retirement may offer. As part of the first panel, three emeriti will share their experiences with transitioning from active to retired faculty. As part of the second panel, two emeriti, joined by their partners, will talk about how they experienced the transition as a family. Faculty family members/partners are strongly encourage to attend. Recently retired faculty are welcome to join. 

Topics include: How to continue your academic interests, your relationships with your non‐retiring colleagues, and what will this transition be like for your family. 

This workshop is held in partnership with the Emeriti Association (UCBEA), the Retirement Center (UCBRC), and the Office of the Associate Vice Provost for the Faculty.

Questions? Email Sigrid Mueller at

Registration: Link to registration posted in September

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