Pre-Retirement Planning Seminars Fall 2024

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. 

Pathway to Retirement Event

Date and Time:

March 12, 2024
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.

Experienced speakers present important topics to help you retire with confidence:

  • Envisioning your Retirement
  • Income planning for the long term
  • UC Pension and Retirement Savings Program benefits
  • Social Security benefits and claiming strategies
  • Health coverage for retirees
  • Navigating the UC retirement process
  • Important resources and next steps


Anyone thinking about retirement and how to prepare for this significant life change. Spouses and partners are encouraged to attend.

More details


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Thriving in Retirement Emeriti Panel (for Faculty)

Date and time: Monday, April 8, 2024, 2pm to 3:30pm (in person) 
Location: Golden Gate Conference Room (5th Floor) at the Golden Bear Center, 1995 University Ave., Berkeley (parking available in the back and underneath the building) 

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, two emeriti will share their experiences with transitioning from active to retired faculty. As part of the second panel, one retired faculty, joined by their partner, 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: Please RSVP. More more information, visit the event-page.

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