Pre-retirement Planning Events

Considering retirement?

The Retirement Center partners with the Retirement Administration Services Center and Fidelity to provide a comprehensive overview of the nuts and bolts of retirement for campus staff, faculty and LBNL employees.  including information on the UC pension, retiree health care and retirement savings accounts. RASC also offers monthly webinars, in addition to the 2 events offered in collaboration with the Retirement Center. 

Additionally, the Retirement Center offers workshops on the non-financial aspects of retirement through panel presentations with retirees who share their story about transitioning to retirement and how it may look entirely different or very similiar. Topics include maintaining relationships, continuing work, and staying connected and involved with the university.

Monthly Preparing for Retirement Webinars

Date and time: Ongoing
Location: Zoom
Description:

Representatives from the Retirement Administration Service Center (RASC) at UCOP offer webinars on a monthly basis.  For UCRP members who are planning to retire within the next five years and for vested inactive members of UCRP. Live webinars cover topics such as understanding UCRP pension benefits, retirement savings and retiree health coverage; and step by step process for UCRP members who are planning to retire within the next 4-12 months
Registration:

For links to register for a live webinar or watch a recorded video, see the Retirement Administration Service Center's (RASC) website

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Thriving in Retirement Emeriti Panel (Faculty)

Date and time: Monday, April 7, 2024, 2pm to 3:30pm (in person) 
Location: Banway Building, Room 104, 2111 Bancroft Ave.  
Description:

Facilitated by Professors Emeritus/a Phil Cowan, Carolyn Cowan, and Sheldon Zedeck, all members of the Department of Psychology, this session is designed for faculty who are contemplating all of the opportunities that retirement may offer. As part of the first panel, two emeriti will share their experiences with transitioning from active to retired faculty. As part of the second panel, one retired faculty, joined by their partner, will talk about how they experienced the transition as a family. Faculty family members/partners are strongly encourage to attend. Recently retired faculty are welcome to join. 

Topics include: How to continue your academic interests, your relationships with your non‐retiring colleagues, and what will this transition be like for your family. 

This workshop is held in partnership with the Emeriti Association (UCBEA), the Retirement Center (UCBRC), and the Office of the Associate Vice Provost for the Faculty.

Questions? Email Sigrid Mueller at emeritiacademy@berkeley.edu. 
Registration: Please RSVP. More information, visit the event-page.

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Life in Retirement: How to Prepare for the Emotional and Social Transition (LBNL)

Date and time: Stay tuned for the next date and time
Location:

Zoom
Description:

In partnership with the Lawrence Berkeley Lab ERG's. This unique event brings together a group of retirees from LBNL to share their experiences on navigating the emotional and social transition of retirement, and to help you identify steps you can take now to make the transition a smooth one. Panelists include LBNL retired staff.
Registration: For more information, email ucbrc@berkeley.edu.

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Life in Retirement: How to Prepare for the Emotional and Social Transition (Staff)

Date and time: Stay tuned for the next date and time
Location:

Zoom
Description:

In partnership with the Coalition for Ethnic Staff Organizations (CESO). This unique event brings together a group of retirees to share their experiences on navigating the emotional and social transition of retirement, and to help you identify steps you can take now to make the transition a smooth one. Panelists include UCB retired staff.
Registration: For more information, email ucbrc@berkeley.edu.

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Pathway to Retirement Event (with the Retirement Administration Service Center)

Date and Time:

 Stay tuned for the fall 2025 date & time
Location: Zoom
Description:

The Retirement Center partners 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.

Experienced speakers present important topics to help you retire with confidence:

  • Envisioning your Retirement
  • Income planning for the long term
  • UC Pension and Retirement Savings Program benefits
  • Social Security benefits and claiming strategies
  • Health coverage for retirees
  • Navigating the UC retirement process
  • Important resources and next steps

WHO SHOULD ATTEND?

Anyone thinking about retirement and how to prepare for this significant life change. Spouses and partners are encouraged to attend.
Registration:

Stay tuned for fall 2025 information

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