Pre-Retirement Planning Seminars Fall 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. 

Fall 2021 Retirement Planning Seminars

Date Event Focus Audience
October 21, 2021 Thursday, 1:00 - 2:30 pm

Medicare Workshop - via zoom

REGISTER

Employees/retirees with any UC health carrier.
October 28, 2021 Thursday, 10:00 -11:00 am

Next Move Workshop - via zoom

REGISTER

UC and LBNL employees who are still working and planning to retire within the next 10 years, and retirees who are considering working or volunteering in retirement.
November 17, 2021
Wednesday,
9:00 am  - 12:00 pm

Campus and LBNL Pathway to Retirement Event - via zoom

REGISTER

UCB and LBNL Staff, academic appointees and faculty

November 19, 2021,
Friday,
12:30 - 2:00 pm

Serving Later in Life: Returned Peace Corps Volunteer Panel - via Zoom

REGISTER

Staff, academic appointees, faculty, and LBNL

Medicare Workshop

Date and Time: October 21, 2021
Thursday, 1:00 - 2:30 pm
Location: Via Zoom
Description: 

UC Berkeley is hosting an online Medicare workshop presented by Kaiser Permanente.  This webinar is open to employees/retirees with any UC health carrier.

Employees and retirees will learn:

  • How Medicare works: Parts A, B, C, and D 
  • How to know if you are eligible  
  • When to enroll in Medicare or switch plans 
  • How your coverage can change when you retire 
  • What to do if you plan to keep working after 65

A question and answer session will be held at the conclusion. 

Registration:  Register online

Next Move Workshop

Date and Time: October 28, 2021
Thursday, 10:00 to 11:00 am                                                      
Description:

This workshop focused on preparing attendees to think about their transferable skills and how they apply to different professional pursuits and volunteering. It focused on answering the following questions about planning for work or volunteering in retirement:

  • What are transferable skills?
  • How do you identify your transferable skills?
  • How do you analyze Strengths, Weaknesses, Opportunities and Threats (SWOT) to determine next best steps?
  • How does knowing your transferable skills boost your confidence and employment marketability?

Presenter: SF ReServe Director, Jamie Goddard

 Handout:

Slides

Pathway to Retirement Event - Campus

Date and Time:

November 17, 2021
Wednesday, 9:00 am - 12:00 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 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:

 Register Online

Back to top

 

Peace Corps: Serving as an Older Volunteer

Date and Time:

November 19, 2021
Friday, 12:30 to 2:00 pm                                                         

Location: Webcast
Description: Whether you're fresh out of college, mid-career, or ready to retire, Peace Corps service is the opportunity of a lifetime. Join us at this information session to learn about Volunteer experiences, ask questions about service, and gain tips to guide you through the application process.
Registration: CLICK HERE TO REGISTER