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. 

Fall 2020 Retirement Planning Seminars

Date Event Focus Audience
September 9, 2020
Wednesday,
1:00  - 4:00 pm

Pathway to Retirement Event - Campus via webcast

Staff, academic appointees and faculty

September 15, 2020
Tuesday,
1:00  - 4:00 pm

Pathway to Retirement Event - LBNL via webcast

LBNL employees
September 23, 2020
Wednesday, 1:00 - 2:30 pm

Planning for Life in Retirement

Staff, academic appointees, faculty, and LBNL

September 30, 2020 
Wednesday,
1:00 - 3:00 pm

Medicare Overview for those Approaching Retirement
Presentation Slides
Staff, academic appointees and faculty
October 6 & October 13, 2020 
Tuesday,
10 am to Noon

Rethinking Retirement: 2-part Seminar for Faculty

Faculty

October 9, 2020
Friday,
10 am to Noon

Home Care and Care Management Staff, academic appointees, faculty, and LBNL

October 23, 2020,
Friday,
10 am to Noon

Estate and Advance Care Planning

Staff, academic appointees, faculty, and LBNL

October 30, 2020,
Friday,
10 am to Noon

Peace Corps and Serving as a Volunteer Staff, academic appointees, faculty, and LBNL

Pathway to Retirement Event - Campus

Date and Time:

September 9, 2020
Wednesday, 1:00 - 4:00 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:

 Online Registration

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Pathway to Retirement Event - LBNL

Date and Time:

September 15, 2020
Tuesday, 1:00 - 4:00 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 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:

 

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Planning for Life in Retirement

Date & Time: September 23, 2020
Wednesday, 1:00 - 2:30 pm
Location:  Via Zoom
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.  Presenters: Elliott DiTusa, LPCC Employee Assistance Counselor University Health Services at Tang Center and Cary Sweeney, MS. Gerontologist, Director, UCB Retirement Center
Registration:   

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Medicare Overview for those Approaching Retirement

Date and Time: September 30, 2020
Wednesday, 1:00 - 3:00 pm
Location: Via Zoom
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. 
Resources:

Registration:  

Rethinking Retirement: 2-part Seminar Series for Faculty

Dates and time:   October 6 and October 13, 2020
Tuesday, 10:00 am to Noon
Location:  Via Zoom
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 
Download Flyer

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Home Care and Care Management

Date and Time: October 9, 2020
Friday, 10 am to Noon                                                      
Location:
Description: Learn about the resources needed to be proactive in planning your retirement to help ensure you can age in place. Included in the discussion will be geriatric care management, non-medical (private pay) home care, community support services, transportation, as well as the associated costs. Presenter: Anna Le Mon, MSW, MPH Geriatric Care Manager, Senior Alternatives
Materials and Links:

Presentation Slides
Community Living Pricing Handout
Links to resources that were shared during the presentation

Estate and Advance Care Planning

Date and Time:

October 23, 2020
Friday, 10:00 am to Noon                                                   
Location: Via Zoom
Description:

Understand who needs estate planning assistance, the documents included and their purpose as well as how to make certain your healthcare choices are communicated to your loved ones and healthcare professionals.  A review of the Advanced Health Care Directive, Power of Attorney, Trust, Revocable Living Trusts, Last Testament and Will, Estate Taxes and Estate Administration will be covered. Additionally information will be provided about the UCRP survivor benefit. Presenters: Kristen Southworth, JD, Ryan McMahan, MD, MAS, Don Goldberg, UC Retirement Administrative Service Center

Registration: Online Registration

Peace Corps and Serving as a Volunteer

Date and Time:

October 30, 20202
Friday, 10 am to Noon                                                         

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: Online Registration

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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