Pre-Retirement Planning
The UC Berkeley Retirement Center is pleased to offer Pre-Retirement Planning Program
(PRP) to active faculty and staff of the Berkeley Campus. The program lasts from four to
six weeks and addresses the many areas one needs to consider for a successful and satisfying
retirement, including wellness, housing and geography, UC benefits and investments, Social
Security and Medicare, financial and legal planning, and making the personal transition to
retirement.
PRP is designed to assist you in becoming a better-informed retirement consumer and to
increase your skills in utilizing available retirement resources. Each session will incorporate
an expert speaker, time for questions from participants, brief pre-session exercises, and
printed resource lists and other materials pertinent to that session's topic.
The course is usually offered once per semester. To place your name on the wait list
for future sessions, please send an email to projects@berkeley.edu.
Read the Berkeleyan
article featuring Pre-Retirement Planning.
Course Schedules |
Sessions are typically held in the late afternoons on four or six consecutive
weeks. Release-time from your department is generally needed to participate.
Faculty Sessions
Faculty session will return in spring 2008
Week 1
Introduction - Shelley Glazer (UCB Retirement Center)
Legal and Estate Planning – Bonnie Bishop (estate planner)
Week 2
UC Benefits and Medicare – Deborah Lloyd and Kim Martin (UCB Benefits)
Week 3
Wellness: Mind and Body – John Swartzberg (Berkeley Wellness Letter)
Financial Planning – Alyssa Valladao (Fidelity) and Jeff Underwood (University Relations)
Week 4
Social Security - Aaron Couts (Social Security Administration)
Housing – Karon Sullivan (St Paul’s Towers)
Recall employment at UC – Patti Owen (Academic Personnel Director)
Retiree Panel and wrapup
Staff Sessions
The staff sessions are currently on hold due to funding issues. Email us to be added to the wait list. We'll send notices to that list should funding become available. Meanwhile, we encourage you to take the Retiring from UC Workshop offered by HR Benefits.
Week 1
Introduction/Creative Retirement
Speakers: Shelley Glazer/Panel of UC Retirees
Week 2
UC Benefits and Medicare
Speakers: Debbie Lloyd and Kim Martin
Week 3
Social Security/Housing
Speakers: Aaron Couts and Annie Wu (Social Security Administration), Karon Sullivan (St. Paul's Towers)
Week 4
Financial Planning and Investments
Speakers: Allysa Valladao (Fidelity), Jacques Bolivar (Independent Financial Planner)
Week 5
W
ellness: Mind and Body
Speakers: Dr. Jonathan Swartzberg
Week 6
Legal and Estate Planning
Speaker: Bonnie Bishop
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