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Whether you’re a long-term employee or just getting started in your career, it’s important to take an active role in planning for a secure retirement. UC offers education and counseling to support you along the way — all available at no cost to you. The UCR Human Resources Office is sponsoring a Pre-Retirement Planning Workshop Series open to all UCR faculty, staff and retirees to provide information about resources and steps you will need to take in order to plan for your retirement from UC.

Pre-Retirement Planning Workshops

Pathway to
Retirement
This event has already taken place.

The University of California is offering the Pathway to Retirement Virtual Planning Workshop to help employees from UC Riverside plan for financial security and enjoy all that retirement brings. Whether it's months or years away, your pathway to retirement starts here!

Planning Essentials Agenda
  • 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

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.

Zoom

Join the Virtual Meeting
Meeting ID: 904 147 3038
Dial-in: (669) 900-6833

Virtual Meeting Registration

Registration is required – space is limited, so register today if you plan on attending.

Distribute and post the Pathway to Retirement flyer.

Fundamentals of Retirement Income Planning
Wednesday, January 20, 2021 | 11:00 a.m. - 12:00 p.m.

The Fundamentals of Retirement Income Planning will show you how to best plan for the retirement you envision by building a retirement income plan. The workshop will review key concepts, considerations and resources for determining when you are ready to retire.

Virtual Meeting Registration

Distribute and post the Fundamentals of Retirement Income Planning flyer.

Medicare
Workshop
Wednesday, January 27, 2021 | 10:00 a.m. - 12:00 p.m.

Medicare session co-sponsored and presented by a Kaiser Permanente Medicare Consultant; information will be applicable to all faculty, staff and retirees, regardless of retiree health insurance plan, all are welcome to attend.

Topics
  • When do I enroll
  • How does UC retiree health coverage work with Medicare?
  • What are the eligibility requirements?
  • What are the different parts of Medicare (Parts A, B, C & D)?
  • What if I continue working after 65?
  • What are the differences between an employee and retiree UC health coverage?
Registration/Workshop Participation
  • To attend this course, you are required to register through the UC Learning Center (LMS).
    • Please note that upon registration, you will receive an email confirmation with Zoom participation details.

Distribute and post the Medicare Workshop flyer.

Making the Most of Social Security
Wednesday, January 27, 2021 | 12:00 a.m. - 1:00 p.m.

Making the Most of Social Security will teach you how Social Security works and things to consider when deciding when and how to claim social security at retirement.

Registration/Workshop Participation
  • To attend this course, you are required to register through the Webinar Registration webpage.
  • Please note that upon registration, you will receive an email confirmation with Zoom participation details.

Distribute and post the Making the Most of Social Security flyer.

Pre-Retirement
Planning Workshop
Wednesday, February 3, 2021 | 10:00 a.m. - 1:00 p.m.

The UC contracted retirement experts and UCR Benefits office will be providing an overview of the pre-retirement process including reviewing a checklist of items required to be prepared to retire.

Agenda

10:00 a.m.:  Introduction – Benefits Office
10:10 a.m.:  California Casualty
10:20 a.m.:  Fidelity Investments - Fidelity provides 1:1 financial counseling
10:30 a.m.:  Emeriti/Retirees' Association
11:00 a.m.:  Benefits Office – ends at 1:00 p.m.

Zoom

Join the Virtual Meeting
Meeting ID: 904 147 3038
Dial-in:  (669) 900-6833

Distribute and post the Pre-Retirement Planning Workshop flyer.