Pre-Retirement Planning Seminars Spring 2021

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. 

Spring 2021 Retirement Planning Seminars

Date Event Focus Audience
February 3, 2021
Wednesday,
1:00  - 3:00 pm

Pathway to Retirement Event - Main Campus via webcast

Staff, academic appointees and faculty

February 11, 2021
Thursday,
1:00  - 3:00 pm

Pathway to Retirement Event - LBNL via webcast

LBNL employees

February 17, 2021
Wednesday,
10:00  - 12:00 pm

Preparing for Retirement (Translated to Spanish)
ESTA PRESENTACIÓN SERÁ TRADUCIDA AL ESPAÑOL.

Los empleados, la facultad

March 17, 2021
Wednesday,
10:00  - 12:00 pm

UC Retirement Process - Step by Step (Translated to Spanish)
ESTA PRESENTACIÓN SERÁ TRADUCIDA AL ESPAÑOL.

Los empleados, la facultad

April 14, 2021
Wednesday,
10:00  - 12:00 pm

Preparing for Retirement (Translated to Spanish) (Registration not yet open)
ESTA PRESENTACIÓN SERÁ TRADUCIDA AL ESPAÑOL.

Los empleados, la facultad

Pathway to Retirement Event - Campus

Date and Time:

February 3, 2021
Wednesday, 1:00 - 3:00 pm
Location: Webcast
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 all UCB 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 or view the event flyer.
Campus event Registration:

 Click here to register

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Pathway to Retirement Event - LBNL

Date and Time:

February 11, 2021
Thursday, 1:00 - 3:00 pm
Location: Webcast
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 all LBNL employees; 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:

Click here to register

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Preparing for Retirement (Translated to Spanish)

Date and Time:

February 17, 2021
Wednesday, 10:00 am- 12:00 pm
Location: Webcast
Description: ESTA PRESENTACIÓN SERÁ TRADUCIDA AL ESPAÑOL.

Este seminario web explicará los beneficios de su pensión UCRP, incluyendo reglas de elegibilidad para obtener cobertura de salud para jubilados. Presentado en inglés por un consejero de UC RASC (El Centro de Servicio Administrativo de Jubilados), acompañado con una traducción en español.  

Para empleados considerando jubilación de UC en el futuro cercano. 

Esta es una edición condensada del seminario web Preparación Completa Para Jubilación, https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/preparing-for-retirement-presentation/index.html#webinar-recordings 

Para más información y seminarios web adicionales, visite “Cuando Está Listo Para Jubilación” en UCnet:  https://ucnet.universityofcalifornia.edu/compensation-and-benefits/retirement-benefits/preparing-for-retirement-presentation/index.html

Event Registration:

Pulse aquí para registrarse

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UC Retirement Process - Step by Step (Translated to Spanish)

Date and Time:

March 17, 2021
Wednesday, 10:00 am- 12:00 pm
Location: Webcast
Description: ESTA PRESENTACIÓN SERÁ TRADUCIDA AL ESPAÑOL.

Este seminario web es para empleados considerando jubilación de UC dentro de las próximas 4-12 meses. Consejeros de jubilación de UC RASC (El Centro de Servicio Administrativo de Jubilados) explicarán el proceso de jubilación, los documentos requeridos, fechas importantes y recursos útiles en gran detalle. Por favor registre para unos de los seminarios web en continuación: 

Recursos: https://myucretirement.com/TrackPage/3 

Servicios de Corretaje Fidelity LLC, Miembro NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Event Registration:

Pulse aquí para registrarse

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