Transitioning to Retirement Workshop

About

Transitioning to Retirement workshop will provide valuable information and tools for developing a successful strategy for retirement.

Dates: January 10, 17, 24 and 31, 2025

Times: 

  • Staff meets 9 a.m. - noon
  • Academics/faculty/physicians meets 1 - 4 p.m.

Location: Online via Zoom, live presentation

Registration is now available. You must be registered to receive the Zoom link. To register, we suggest you first log into the LMS system, and then proceed to the course catalog (see links below) in order to register for each session you wish to attend. Each session requires individual registration. These sessions will be recorded if you cannot attend them all or for reference later. 

Workshop materials and information - This section will be updated weekly with materials and recordings. 

The video of the presentation will be posted by Thursday of the week AFTER the presentation with a link available on this page. 

Staff (9 a.m. - noon)

Session 1: Introduction and Understanding UC Retirement Plan Income Options (January 10, 2025)

This session will first provide an overview of the class series and information about retirement planning resources. The second part of this session will be an overview of the UC Retirement Plan (UCRP). UCRP provides retirees with a monthly lifetime pension or a lump-sum payout upon retirement. UCRP topics will include estimating your retirement income and determining options for survivor benefits.

Session 2: Financial Planning for Retirement and Social Security (January 17, 2025)

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.

Session 3: Retiree Health Care Benefits and Human Resources Considerations (January 24, 2025)

This session will cover a variety of topics regarding retiree health benefits including eligibility for retiree health care benefits, an overview of benefits that continue into retirement, the cost of those benefits, relocation impacts on health benefits and coordination of the UC retiree health care plans with Medicare.

Session 4: Work and Lifestyle Transitions

Retirement is a time of great expectations but also a time of significant change. As you ready for this next phase of life you might find it to be a challenging transition, even if you have planned for it and are looking forward to it. In the first part of this session, you will learn strategies for successfully navigating the change and thriving emotionally, socially, and intellectually. 

 

Academics (1 - 4 p.m.)

Session 1: Introduction and Understanding UC Retirement Plan Income Options (January 10, 2025)

This session will first provide an overview of the class series and information about retirement planning resources as well as a brief introduction from the Vice Provost from Academic Affairs. The second part of this session will be an overview of the UC Retirement Plan (UCRP) by staff from the UC Davis Benefits Office. The UCRP provides retirees with a monthly lifetime pension or a lump-sum payout upon retirement. UCRP topics will include estimating your retirement income and determining options for survivor benefits.

Session 2: Financial Planning for Retirement and Social Security (January 17, 2025)

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.

Session 3: Retiree Health Care Benefits and Human Resources Considerations (January 24, 2025)

This session will cover a variety of topics regarding retiree health benefits including eligibility for retiree health care benefits, an overview of benefits that continue into retirement, the cost of those benefits, relocation impacts on health benefits and coordination of the UC retiree health care plans with Medicare.

Session 4: Work and Lifestyle Transitions (January 31, 2025)

Vice Provost Kass of Academic Affairs will discuss the perks of retirement and recall in retirement. In the second half Dr. Kirshnit will discuss expectations but also a time of significant change. As you ready for this next phase of life you might find it to be a challenging transition, even if you have planned for it and are looking forward to it. You will learn strategies for successfully navigating the change and thriving emotionally, socially, and intellectually.