The path to retirement, while exciting and full of promise, can sometimes be unexpectedly bumpy. To help navigate the road to this next life chapter, the UCLA Emeriti/Retirees Relations Center — in partnership with UCLA’s Campus Human Resources (CHR) — is offering a three-part workshop series designed for staff who are within five years of retirement. All three sessions will be held on Zoom.
You are encouraged to register for all three classes; however, if you have already taken CHR’s “Planning Your UC Retirement” workshop, you do not need to register for the first session.
For questions about registration, curriculum or other general questions, please contact Ayesha Dixon, director of the UCLA Emeriti/Retirees Relations Center, at adixon@errc.ucla.edu.
1: UC Retirement Plan and Retiree Health Benefits
Friday, Jan. 16, from 10 a.m. to 12:30 p.m.
(Those unable to attend this session can view a webinar or review the UC retirement handbook.)
UC retirees enjoy a robust pension plan and can choose from a variety of health care plans. This session will help you understand your retirement benefits and the steps you will need to take to retire from UC. A representative from the UC Retirement Administration Service Center will review a variety of topics, including income options; survivor benefits; examples of retirement benefits calculations; and an overview of retiree health care options and costs.
2: Preparing Financially for Retirement
Friday, Jan. 23, from 10:00 a.m. to noon
(Those unable to attend can visit myucretirement.com or call Fidelity at 866-682-7787.)
You may be planning and saving for retirement, but how do you know that you won’t outlive your assets? This two-part workshop will help you prepare financially. In the first half of the workshop, you will learn about the greatest financial risks faced by retirees and be introduced to an online income planning tool that will project income and expenses throughout your retirement. In the second half of the workshop, you will learn more about the role Social Security benefits play as part of a retirement income strategy, including eligibility, benefits calculations and spousal benefits.
3: Work/Life Transitions
Friday, Jan. 30, 10:00 a.m. to 11:30 a.m.
(Those unable to attend can download the Steps to retirement from UCLA brochure.)
While you may have put a lot of effort into preparing financially for retirement, how much thought have you given to preparing for the nonfinancial aspects of this new life phase? Not only are you leaving something, you are about to begin something new. Retirement is a major life transition that can bring unexpected changes to self-perception, relationships with family/friends and many other aspects of your life. During this interactive session, you will learn about strategies to make this next life chapter your best life chapter and hear from a panel of retirees who will share their personal retirement transition experiences.
