2023 Pre-Retirement Planning Program

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? This annual series of workshops are targeted to those retiring in the next five years, and you are encouraged to attend all workshops, although everyone is welcome.

Every successful journey requires proper planning and preparation. And because this is especially true for retirement, the University of California is offering the Pathway to Retirement educational webcast to help faculty and staff plan for financial security and enjoy all that retirement brings. Whether it’s months or years away, your pathway to retirement starts here!

We invite you to attend the Pathway to Retirement webcast featuring the following planning essentials:

  • Envisioning your retirement
  • Income planning for the long term
  • UC Pension and Retirement Savings Program benefits
  • Social Security benefits and claiming strategies
  • Health coverage for retirees
  • Navigating the UC retirement process
  • Important resources and next steps

Featured speakers include a retirement counselor from the UC Retirement Administration Service Center who will explain your UC retirement benefits and eligibility rules for retiree health, describe the steps you need to take when you’re ready to retire and answer your questions.

Visit the Pathway to Retirement event page for more details. 

UC Retiree Health Insurance

This presentation covers insurance options for retirees and eligible dependents; describes the components of Medicare and how they work, and most importantly, how the UC medical plans coordinate with Medicare. This presentation will be recorded.

Presenter: Marianne McIvor, Health Care Facilitator, UCSC Benefits Office

Wednesday February 22, 10:00-12:00pm. Please view the recording from here.

Bridge to Retirement: Panel discussion with UCSC retirees

Open to Staff and Faculty

If you are considering retiring, this session is designed to help you start thinking about life after retirement. A panel of retired staff and faculty will discuss their experiences transitioning into retirement and beyond.

Topics will include: making the most of your retirement; financial considerations; staying connected; opportunities that await you; UCOP and UCSC support services, and potential hurdles. Bring your questions for a lively general discussion with the panel. This presentation will be recorded.

This session is held in partnership with the Retiree & Emeriti Center, the Senate Committee on Emeriti Relations, the UCSC Emeriti Association, and the UCSC Retirees Association.

Friday February 24, 1:30-3:00pm. Please review the recording from here.

Estate Planning

This presentation explains wills, different types of trusts, durable powers of attorney, medical directives, the type of documents needed and why.   Victoria provides comprehensive counsel to individuals who want to put a plan in place for the distribution of assets upon their death. Victoria works with executors, administrators, personal representatives and heirs, helping complete the steps required to settle the estate of a loved one.  This presentation will be recorded.

Presenter: Victoria Li, Attorney at Law and ARAG provider, fluent in Chinese

Monday March 6, 2:00- 3:00pm. Please review the recording from here.


University of California Retirement Plan

This presentation 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. This presentation will be recorded.

Presenter: Scott Sylva, Manager of Retirement Policy, UC Retirement Administration Service Center (RASC)

Please review recording from here

See Also