Are you preparing for your retirement? Will you have enough income to live the lifestyle you desire? Do you know what happens when you are eligible for Medicare? Social Security? These workshops are targeted to those retiring within the next five years, although everyone is welcome to participate. You are encouraged to attend all workshops; however, space is limited so please enroll at http://events-manager.ucsc.edu. All workshops are held in Engineering 2, 4th floor, room 499.
University of California Retirement Plan
Wednesday, February 8, 2012, 3:00pm- 4:30pm
This workshop provides a detailed examination of the UC Retirement Plan including tools to calculate your retirement income, the retirement process, decisions you should be prepared to make and documents required at retirement.
Presenter: Marianne McIvor, Benefits Representative, UCSC Benefits Office.
Social Security
Wednesday, February 15, 2012, 2:00pm- 3:30pm
This workshop describes how eligibility for Social Security income is established, how income is calculated, when Social Security income can begin and the reduction if taken prior to your full retirement age.
Presenter: David Landin, Social Security Representative, Santa Cruz Social Security Office.
Note:A minimum enrollment of 25 attendees is required for the Social Security workshop. The workshop is subject to cancellation if minimum requirement is not reached by Friday Feb. 10th. Enrollees will be notified if the workshop is cancelled.
UC Insurance Plans and Medicare
Wednesday, February 22, 2012, 3:00pm- 4:30pm
This workshop covers insurance options for retirees and who is eligible for coverage, describes the components of Medicare and how they work, and most importantly, how the UC medical plans coordinate with Medicare.
Presenter: Frank Trueba, Health Care Facilitator, UCSC Benefits Office.
Preparing Your Savings for Retirement
Wednesday, February 29, 2012, 3:00pm- 4:30pm
This class will help you identify and understand your sources of income, including Social Security. During the class, you’ll learn about the effect of future health care costs in retirement. At the end of the class, you’ll be better equipped to evaluate your retirement income and expenses, and develop strategies to fill the gap.
Presenter: Nancy Pargot, Senior Retirement Counselor, Fidelity Retirement Services.
Joining the Ranks of Emeriti: The Nuts and Bolts of Academic Retirement
Wednesday, March 7, 2012, 3:30pm- 5:00pm
This session provides practical information for Senate Faculty considering retirement, including recall appointments, the importance of retirement dates, and pre-retirement negotiations. This session includes an interactive panel discussion by UCSC Emeriti. The panelists will provide specific information to assist in retirement planning, including sharing key retirement experiences influenced by pre-planning, and provide tips on how to remain connected with UCSC and with your profession after retirement.
Presenter: Pamela Peterson, Assistant Vice Chancellor for Academic Personnel.
Transitioning to Retirement
Wednesday, March 14, 2012, 3:00pm- 4:30pm
This workshop is designed for staff and non-Senate academics. A panel of retirees will focus on making the most of your retirement, what opportunities await you, available volunteer and travel programs, campus privileges, UCOP and UCSC support services, and potential hurdles to finding personal fulfillment in retirement or an encore career. Bring your questions and concerns for a general discussion after the panel presentation.
Presenters: Jenny Anderson, Dave Dodson, Lee Duffus, and Mary Wells, UCSC Retirees Association
