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 everything from retirement benefits to work-life transitions and is offered twice a year in the spring and fall semesters. 

**NEW for spring 2019 ** The PRP course will kick off on January 30 the new UC Pathway to Retirement event, a three hour session featuring employee benefits and financial factors such as incoming planning, UC Pension and Retirement Savings, Health Coverage, Social Security, and Navigating the UC retirement process.  The following sessions on Wednesday, February 13 and 20 cover Estate Planning, Medicare, and 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.  Spouses and partners are encouraged to attend.

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. Spouses and partners are encouraged to attend.

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Spring 2019 Dates

Session 1:     January 30, 2019: UC Pathway to Retirement (note session time: 1:30 - 5:00 pm)
                     <Skip the week of Feb 6 >
Session 2:     February 13: Estate Planning and Understanding Medicare, 2:00 - 4:30 pm
Session 3:     February 20: Life in Retirement: Insights on Retirement Transition, 2:00 - 4:30 pm 

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Registration

Online Registration or call or 510-642-5461 during office hours.

Note: While it is recommended that you attend all sessions as each session builds on each other, participants may attend all or one of the sessions.  

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

Session time and location varies. Please see below


UC PATHWAY TO RETIREMENT
Wednesday, January 30, 2019, 1:30 - 5:00 p.m. 
Krutch Theater, Clark Kerr Campus - https://goo.gl/maps/kkDwUPGuVBB2 

Covers employee benefits and financial factors such as incoming planning, UC Pension and Retirement Savings, Health Coverage, Social Security, and Navigating the UC retirement process.


ESTATE PLANNING and UNDERSTANDING MEDICARE
Wednesday, February 13, 2019, 2:00 - 4:30 p.m.
Sibley Auditorium, Bechtel Engineering Center - http://goo.gl/maps/36GoC

An overview of 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. Basics of Medicare and enrolling in a UC Medicare Plan. 


LIFE IN RETIREMENT
Wednesday, February 20, 2019, 2:00 - 4:30 p.m. 
Sibley Auditorium, Bechtel Engineering Center - http://goo.gl/maps/36GoC

Insights for Your Retirement Transition

Separate session for Professors, Lecturers, Academic appointees such as Researchers, Project Scientists, Librarians on Post Academic Employment and Academic Life in Retirement



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Course Material

Slides and handouts posted at the time of the session

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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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