Pre-Retirement Planning Seminars

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 and academic appointees, which touch on issues of work-life and academic transitions, issues of transitions in family life and new or part-time employment.  Download Workshop Flyer

Fall 2019 Retirement Retirement Planning Seminars

Date Event Focus Audience
Tuesday September 10, 1:30  - 5:00 pm Pathway to Retirement Event - LBNL
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LBNL employees

Thursday, September 12, 1:30  - 5:00 pm

Pathway to Retirement Event - Campus
Registration is full
Streaming option available
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Staff, academic appointees and faculty
Tuesday, September 24, 2:10 - 4:30 pm
Planning for Life in Retirement
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Staff, academic appointees, faculty, and LBNL
Tuesday, October 8 and October 15, 2:10 - 4:30 pm
Rethinking Retirement: 2-part Seminar for Faculty
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Faculty
Wednesday, October 16, 4:30 - 6:30 pm Berkeley Home Match Information Session <details> Staff, academic appointees, faculty, LBNL, and retirees

Thursday, October 17, 1:10 - 3:00 pm 

Planning for an Academic Transition in Retirement
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Academic appointees: Lecturers, researchers, project scientists, and librarians
Friday, October 18. 10:30 am - 12:00 pm Considering an Encore Career
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Staff, academic appointees, faculty, LBNL, and retirees
Friday, October 25, 10:00 - 11:30 am Peace Corps and Serving as a Volunteer
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Staff, academic appointees faculty, LBNL, and retirees

Monthly, Thursdays, 10 am - 12 pm

Webinar Option for "UC Retirement Benefits" Presentation
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Staff, academic appointees, faculty, and LBNL

Pathway to Retirement Event - LBNL

Date:

Tuesday, September 10, 2019
Location: Building 50 Auditorium, Lawrence Berkeley National Lab
Agenda: 1:30 - 2:00 pm Registration & Refreshments

2:00 - 5:00 pm Retirement Education Sessions
Description: 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 employees at LBNL; 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.

For more details, visit the UCOP website
LBNL Event Registration:

Online Registration Link

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Pathway to Retirement Event - Campus

Date:

Thursday, September 12, 2019
Location: Banatao Auditorium Sutardja Dai Hall, Berkeley, Ca
Agenda: 1:30 - 2:00 pm Registration & Refreshments

2:00 - 5:00 pm Retirement Education Sessions
Description: 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.

For more details, visit the UCOP website
Campus event Registration: In-person registration is full; Online live streaming available
Registration for streaming access

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Planning for Life in Retirement

Date:  Tuesday, September 24, 2019
Location:  University Hall, Room 150, UC Berkeley
Time:  2:10 pm - 4:30 pm
Description:   Beyond finances and the nuts-and-bolts of retirement, this new life transition can seem a bit daunting -  a new and open landscape of possibilities. This interactive workshop will facilitate discussions to help you envision your life in retirement, consider steps you may make now to ease the transition and discover possibilities you may have not considered.  Facilitated by Cary Sweeney, Retirement Center Director, Maureen Kelly, Elder Care Counselor and Elliott DiTusa, Employee Assistance Counselor Be Well at Work, with representatives from HR Benefits,  Encore.org, and Peace Corps.   
Registration:  Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.edu

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Rethinking Retirement: 2-part Seminar Series for Faculty

Dates and time:   Tuesday, October 8th and 15th, 2:10 - 4:30 pm 
Location:  University Hall, Room 150, UC Berkeley
Description: 
Retirement can indeed be the beginning of something new or a chance to refocus on what you love most in your career and life. This 2‐part seminar, facilitated by Professors Emeritus/a Phil and Carolyn Cowan, and Sheldon Zedeck, Department of Psychology, will provide professors an opportunity to explore lifestyle issues (vs. nuts‐and-bolts) as one transitions to emeritus/a status. Topics include: how to continue your academic interests, your relationships with your non‐retiring colleagues, what will this transition be like for your family. Lessons learned from professors who have transitioned in retirement will be shared and expectations and challenges for planning the transition, making the transition, and being emeritus/a will be explored. The Emeriti Association (UCBEA), the Retirement Center (UCBRC), and the Office of the Associate Vice Provost for the Faculty are hosting this two‐part seminar to share research and support a conversation on the retirement transition as it relates to continuing academic interests (first seminar) and to family relationships (second seminar).

Seminar 1: Tuesday, October 8th , 2:10 ‐ 4:30 p.m. "Retirement transition related to academic interests" 

Seminar 2: Tuesday, October 15th , 2:10 ‐ 4:30 p.m "Retirement transition related to family" (Significant family member/partners strongly encouraged to attend)
Registration:  Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.eduDownload flyer.

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Berkeley Home Match Information Session

Date: Wednesday, October 16, 2019
Location: University Hall, Room 150, UC Berkeley
Agenda: 4:30 – 6:30 pm 
Description: 

Berkeley Home Match is a program of the UC Berkeley Retirement Center that helps match Cal retirees and those planning for retirement with graduate students to live in your home. This information session will explain what home matching is, how it works and how it can benefit both retirees and graduate students. We will provide information to help you decide if home sharing is a good option for you and, if it is, how to find and evaluate a good Home Match. Helpful tools and a step –by-step guide to having a successful home sharing situation are all part of the program offered. We encourage you to consider a Home Match option to not only help the UC Berkeley Graduate Students in need, but to supplement your retirement income as well. We welcome you to attend the information session on October 16.

For more details, visit the Berkeley Home Match website: 
https://retirement.berkeley.edu/services/retirement-housing-options/berkeley-home-match

Registration: https://docs.google.com/forms/d/e/1FAIpQLSf6fLP52YBa1mpuzjSjxR5Hs5F03
P17R0ujGuYYNuPfccOOFA/viewform

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Planning for Academic Transition in Retirement

Date:  Thursday, October 17, 2019
Time:  1:10 - 3:00 pm 
Location: University Hall, Room 150, UC Berkeley
Description:  This workshop provides an opportunity for academic appointees, such as lecturers, researchers, project scientists, and librarians to explore lifestyle issues (vs. nuts‐and-bolts) as one transitions to retirement. Topics include transitioning your academic life- teaching, mentoring, considerations for recall at the University, access to campus privileges like the library, parking and email.  Instructors include Heather Archer, Academic Personnel, and Cary Sweeney, Director, Retirement Center. 
Registration:  Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.edu.

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Considering an Encore Career

Date:  Friday, October 18, 2019
Time:  10:30 am - 12:00 pm 
Location:  University Hall, Room 150, UC Berkeley
Description:  Attend Encore.org's workshop to learn about their innovative model leveraging the talents of age 50-plus professionals for social good. The Encore Fellowships Program is a midlife transition program that matches skilled, seasoned professionals with social-sector organizations in high-impact, paid assignments for 6-12 months. Fellows seeking to transition to social purpose work learn about the sector and develop contacts and resources for a meaningful second act. Host organizations reap the powerful benefits of experienced professionals and a cost-effective human resources pipeline for skilled talent. Since 2009, nearly 2000 Encore Fellows have contributed more than 2 million hours of talent to non-profits across the U.S.!
Registration:
Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.edu.

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Peace Corps and Serving as a Volunteer: Peace Corps Returned Volunteer Panel and Information Session

Date:  Friday, October 25, 2019
Location:  University Hall, Room 150, UC Berkeley
Agenda:  10:00 am to 11:30 am
Description:  Whether you're mid-career, ready to retire, or well into your retirement years, Peace Corps service is the opportunity of a lifetime—for couples, too. Join us at this special information session to learn about volunteer experiences firsthand from a panel of local returned Peace Corps volunteers who served later in life. You can also ask questions about service and gain tips to guide you through the application process. A Peace Corps recruiter will be present to give an overview of Peace Corps and be available to speak one-on-one.
Registration: 
Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.edu.

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Webinar Option for "UC Retirement Benefits" Presentation

Presented by representatives from the Retirement Administration Service Center (RASC),  Office of the President via webinar. 
Click here for more details.  Topics include: understanding the UCRP pension benefits, retirement savings and retiree health coverage.

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