Pre-Retirement Planning Course

Pre-retirement Planning Course Overview

Planning to retire from full time work? Are you ready? Our Pre-Retirement Planning (PRP) program guides employees through four afternoons of classes that cover everything from retirement benefits to work-life transitions and is offered twice a year in the Fall and Spring.  

Traditionally, pre-retirement planning programs emphasized the employee benefits and financial factors related to retirement planning. Our dynamic and collaborative PRP focuses not only on these important issues, but also more personal issues such as work-life transitions, emotional preparedness and new or part-time employment. 

Taught by expert instructors, PRP sessions complement and build upon each other; all sessions are applicable to faculty, academics and staff. This program is free of charge to active faculty, academics and staff of UC Berkeley and Lawrence Berkeley National Laboratory.

Who should attend?

PRP is open to UCB and LBNL faculty, academics and staff. There is no hard-and-fast rule on when an employee should take the PRP course. Most participants in PRP have been 1-5 years from their retirement date.

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Fall 2018 Dates

Session 1:     September 12
Session 2:     September 19
Session 3:     September 26
Session 4:     October 3
All sessions are from 2:00 - 4:30 pm

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Registration

Register opens closer to the beginning of the semester.  Contact the Retirement Center at ucbrc@berkeley.edu or 510-642-5461 to receive an announcement when registration opens. 

Note: Each session builds on each other; It is recommended that participants attend all sessions. However, to maximize participation, learners may register for one or all sessions, depending on their needs, availability, etc.

Questions? Please contact the Retirement Center with questions, ucbrc@berkeley.edu or (510) 642-5461 (Office hours: M-F, 1- 4 pm) 


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Session Descriptions and Location

All sessions are from 2:00 - 4:30 pm
Location: Sibley Auditorium, Bechtel Engineering Center - http://goo.gl/maps/36GoC


UC RETIREMENT BENEFITS

Covers topics such as understanding the UCRP pension benefits, retirement savings and retiree health coverage.

FINANCIAL PLANNING FOR RETIREMENT & ESTATE PLANNING

An overview of how to create a financial plan for retirement.

Estate Planning including an understanding of the documents to have in order (e.g. Advance Health Care Directive, Durable Power of Attorney, Will, Revocable Living Trust), beneficiary designations and basic information on estate administration.

MAKING THE MOST OF SOCIAL SECURITY and EMPLOYMENT IN RETIREMENT

An overview of Social Security, including  when you should apply for Social Security benefits, how to access a summary of your estimated Social Security benefits and more.  

Post Academic Employment (for Professors, Lecturers, Academic appointees such as Researchers, Project Scientists, Librarians)

Rehired Retiree Policy - Overview and Q/A (for UCB and LBNL Staff)


LIFE IN RETIREMENT 

Insights for Your Retirement Transition: Panelists will provide insight into opportunities to consider in the transition of retirement, including practical tools that can help. 

Retiree Panel, Retiree Staff and Faculty Panel, Yin and Yang of Retirement



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Webinar Option for "UC Retirement Benefits" Presentation

If you are unable to make it to Part 2: "UC Retirement Benefits," a similar presentation is presented by representatives from the Retirement Administration Service Center (RASC),  Office of the President via webinar on the second and fourth Tuesday of every month. 
Click here for more details.  Topics include: understanding the UCRP pension benefits, retirement savings and retiree health coverage.

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