Transitioning to Retirement for Staff

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

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.

All Davis sessions will be held at the UC Davis Conference Center
Sacramento: The first session will be held at the UC Davis Cancer Center Auditorium.
                        The remaining sessions will be held at the Education Building, Lecture Hall 1222.


Session 1: Introduction and Understanding UC Retirement Plan Income Options

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) by staff from the UC Retirement Administration Service Center. 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.

Introduction:

Kyle Urban

Instructor:

Don Goldberg

Date | Time | Location

January 10, 2020
9:00–12:00
UC Davis Conference Center, Ballroom

February 7, 2020
9:00–12:00
UC Davis Cancer Center Auditorium (Note: other UCDH sessions will be held at the Education Building, Lecture Hall 1222)

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Session 2: Retiree Health Care Benefits and Social Security

The first part of this two-part 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.

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.

Instructor:

Spencer Richards
Guerren Solbach

Date | Time | Location

January 15, 2020
9:00–12:00
UC Davis Conference Center, Ballroom

February 14, 2020
9:00–12:00
Education Building, Lecture Hall 1222

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Session 3: Financial Planning for Retirement

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.

Instructor:

Kim Becker

Date | Time | Location

January 24, 2020
9:00–12:00
UC Davis Conference Center, Ballroom

February 21, 2020
9:00–12:00
Education Building, Lecture Hall 1222

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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. The second part of this session will feature a panel of retirees who will share their insights into negotiating the transition to retirement and making the most of your retirement years.

Instructor:

Carol Kirshnit, Ph.D.

Date | Time | Location:

January 31, 2020
9:00–12:00
UC Davis Conference Center, Ballroom

February 28, 2020
9:00–12:00
Education Building, Lecture Hall 1222

REGISTER

No future dates listed? No worries! Express interest by clicking the “Register” button to access the course in the UC Learning Center, then click, “REGISTER” again. Click on “Express Interest” at the top left hand corner of activity page to receive notification when new dates are scheduled.