The road to retirement, while filled with excitement, can sometimes be unexpectedly bumpy. “Transitioning to Retirement,” with separate sessions for UC Davis Health faculty/physicians/academics and staff, will provide valuable information and tools for developing a successful strategy for retirement. Topics will include UC pension options, retiree health benefits, Social Security, financial planning for retirement and work/life transitions. It is recommended that participants register for the entire 4-week series, however each session is available for individual registration.

Workshop leaders will include UC Davis staff and faculty and representatives from retirement-focused organizations. “Transitioning to Retirement” is a joint project of the UC Davis Retiree Center and the Office of the Vice Provost-Academic Personnel with support from Staff Development and Professional Services.

Session 3: Financial Planning in Retirement and Social Security

Learn to avoid the five major risks that result from not preparing a retirement income plan—withdrawal (spending too much too soon), inflation, longevity (outliving one’s savings), medical (underestimating medical expenses), and asset allocation (having the wrong investment mix). The instructor will also review robust online planning tools that can help insure that you do not outlive your assets.

The second part of this workshop will provide an overview of Social Security benefits and programs, including retirement, survivors, disability, and auxiliary benefits. The program will include additional background and history of Social Security.

We suggest you log into the LMS system before selecting the registration button: Link to LMS

Register to attend Staff session, 9 a.m. – noon

Register to attend Academic session, 1 – 4 p.m.