Pre-Retirement Planning Seminars Spring 2020

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. 
Download Spring 2020 Programs Flyer

Spring 2020 Retirement Planning Seminars

Date Event Focus Audience
January 29, 2020
Wednesday,
1:30  - 5:00 pm

Pathway to Retirement Event - Campus Registration is full please register for Webinar

Live Webinar via Zoom

Staff, academic appointees and faculty

February 4, 2020
Tuesday,
1:00  - 4:30 pm

Pathway to Retirement Event - LBNL
Live Webcast

LBNL employees
February 11, 2020
Tuesday, 2:10 - 4:30 pm

Planning for Life in Retirement

Staff, academic appointees, faculty, and LBNL

February 18, 2020 
Tuesday,
2:10 - 4:00 pm

Medicare Overview for those Approaching Retirement Staff, academic appointees and faculty
March 3 & March 10, 2020 
Tuesday,
2 - 4pm

Rethinking Retirement: 2-part Seminar for Faculty

Faculty

Postponed

Home Match Orientation - Call for an individual appointment Retirees
Postponed

Taking Charge of Your Future Self: Planning Long-Term Care Course

Staff, academic appointees, faculty, and LBNL

Pathway to Retirement Event - Campus

Date:

Wednesday, January 29, 2020
Location: Banatao Auditorium Sutardja Dai Hall, Berkeley, Ca
Agenda: 1:30 - 2:00 pm Registration & Refreshments

2:00 - 5:00 pm Retirement Education Sessions
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:

In-person registration Registration is full please register for Webinar

Online live streaming



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Pathway to Retirement Event - LBNL

Date:

Tuesday, February 4, 2020
Location: Building 50 Auditorium, Lawrence Berkeley National Lab
Agenda: 1:00 - 1:30 pm Registration & Refreshments

1:30 - 4:30 pm Retirement Education Sessions
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 employees at LBNL; 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:

Online Registration

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Planning for Life in Retirement

Date:  Tuesday, February 11, 2020
Location:  University Hall, Room 150, UC Berkeley
Time:   2:10 to 4:30 pm
Description:   Beyond finances and the nuts-and-bolts of retirement, this new life transition can seem a bit daunting -  a new and open landscape of possibilities. This interactive workshop will facilitate discussions to help you envision your life in retirement, consider steps you may make now to ease the transition and discover possibilities you may have not considered.  
Registration:  Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.edu

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Medicare Overview for those Approaching Retirement

Date and Time: February 18, 2020
Tuesday, 2:10 - 4:00 pm
Location: University Hall, Room 150, UC Berkeley
Description: 

The workshop will explain the basics of Medicare to help ensure that you enroll properly, avoid Medicare premium penalties and understand how Medicare works with your UC-sponsored medical plan. 

Registration: Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.edu

Rethinking Retirement: 2-part Seminar Series for Faculty

Dates and time:   March 3 and March 10, 2020
Tuesday, 2:10 to 4:00 pm
Location:  University Hall, Room 150, UC Berkeley
Description: 
Retirement can indeed be the beginning of something new or a chance to refocus on what you love most in your career and life. This 2‐part seminar, facilitated by Professors Emeritus/a Phil and Carolyn Cowan, and Sheldon Zedeck, Department of Psychology, will provide professors an opportunity to explore lifestyle issues (vs. nuts‐and-bolts) as one transitions to emeritus/a status. Topics include: how to continue your academic interests, your relationships with your non‐retiring colleagues, what will this transition be like for your family. Lessons learned from professors who have transitioned in retirement will be shared and expectations and challenges for planning the transition, making the transition, and being emeritus/a will be explored. The Emeriti Association (UCBEA), the Retirement Center (UCBRC), and the Office of the Associate Vice Provost for the Faculty are hosting this two‐part seminar to share research and support a conversation on the retirement transition as it relates to continuing academic interests (first seminar) and to family relationships (second seminar).

Seminar 1:  "Retirement transition related to academic interests" 

Seminar 2:  "Retirement transition related to family" (Significant family member/partners strongly encouraged to attend)
Registration:  Online Registration or contact the Retirement Center 510-642-5461 or ucbrc@berkeley.edu. Download flyer.

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Berkeley Home Match Program

Date and Time: Call for a personal meeting
Location:
Description: 

Berkeley Home Match is a program of the UC Berkeley Retirement Center that helps match Cal retirees and those planning for retirement with graduate students to live in your home. This information session will explain what home matching is, how it works and how it can benefit both retirees and graduate students. We will provide information to help you decide if home sharing is a good option for you and, if it is, how to find and evaluate a good Home Match. Helpful tools and a step –by-step guide to having a successful home sharing situation are all part of the program offered. We encourage you to consider a Home Match option to not only help the UC Berkeley Graduate Students in need, but to supplement your retirement income as well. We welcome you to attend the information session on March 31, 2020.

For more details, visit the Berkeley Home Match website 

Individual Meetings  Contact Berkeley Home Match at 510-643-8720 or homematch@berkeley.edu.

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Webinar Option for "UC Retirement Benefits" Presentation



In this webinar, retirement counselors at UC’s Retirement Administration Service Center (RASC) will explain your UCRP pension benefits and eligibility rules for retiree health coverage, describe the steps you need to take when you’re ready to retire and answer your questions.  For those concidering retirement from UC within the next five years.  This webinar occurs on the 4th Thursday 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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