Pre-Retirement Planning Program (PRP)

Registration for the fall 2013 series is not yet open. See below for a sample course schedule. To be notified when the fall 2013 series is open for registration, send an email to projects@berkeley.edu and ask to be placed on the Notify List.

As early as 1999, the Retirement Center recognized a need for a comprehensive program to assist active faculty and staff at the UC Berkeley campus with the process of planning for retirement. The PRP program aims to help attendees plan and implement a successful strategy for their next phase -- a phase described not as retirement from life but rather a time to refocus energy, talents and interests on activities that contribute to a meaningful and valuable life. PRP is ideal for, and enrollment priority is provided to, employees retiring in one to five years.

Traditionally, pre-retirement planning programs emphasized the employee benefits and personal financial factors affecting one's retirement planning. The Center presents a dynamic and collaborative PRP that not only addresses these important issues, but also goes beyond them to actively and creatively transform the retirement planning experience.

With expert faculty, PRP has six discrete modules that complement and build upon each other; all modules are applicable to both academic and non-academic employees and are continually updated.

The modules are described below. PRP is open to active faculty and staff from UC Berkeley and the Lawrence Berkeley National Lab. The spring 2013 schedule is noted below.

Please note: priority is given to registrants who can attend all sessions. Those on the wait list will be registered as space allows.

Spring 2013 Course Schedule

February 15	Introduction
	Patrick Cullinane, Director, UCB Retirement Center, After Cal: What? and Introduction to Workbook Materials and Tools

	Social Security
	Angellica Yi & Aaron Couts, Social Security Administration, What Social Security Can Do For You

February 22	Maximizing Your UC Benefits in Retirement
	Kim Martin, Principal Analyst, Human Resources and Benefits, Financial Benefits for UC Retirees
	Sharon Johnson, Health Care Facilitator, Human Resources and Benefits, Health Benefits for UC Retirees

March 1	Legal & Estate Planning Considerations
	Bonnie Bishop, Trust & Probate Attorney, Estate Planning

March 8	Long Term Care Insurance
	Janet Van Deusen, HICAP Manager, Legal Assistance for Seniors of Alameda County, Long Term Care Insurance

	Aging in Place and Housing Considerations
	Joanne Handy, President and CEO, Aging Services of California, Aging in Place and Housing Considerations

March 15	Personal Financial Planning
	Laura Crymble & Nancy Pargot, Retirement Counselors, Personal and Workplace Investing, Fidelity Investments, Fidelity Investments and Your 403b
	June Yee, CLU, CFP, CLTC, ChFCm, Eagle Strategies LLC, Financial Planning for Retirement

	Called Back to Service and other Post-Retirement Employment
	Marie Johnson, Benefits Manager, Human Resources, Called Back to Service and Transitions Employment Program

March 22	Wellness in Retirement
	John Swartzberg, MD, UCB School of Public Health, Wellness in Retirement

	Successfully Making Your Transition to Retirement
	Retiree Staff and Faculty Panel, Yin and Yang of Retirement; Program Wrap Up

Program Information

What is PRP?
PRP is a comprehensive six-class series of educational seminars led by expert faculty, staff, and representatives from retirement-focused organizations to assist active faculty and staff in planning for retirement. Seminars will take place Friday afternoons from 2-5pm. This program is free of charge to active faculty and staff of UC Berkeley and Lawrence Berkeley National Laboratory.

Who should attend?
PRP is optimal for those planning to retire in five years, but is valuable to anyone expecting to do so in the next one-to-five years. The program is also appropriate for those who have less certain plans, as the workshops help identify resources and actions that aid in creating a plan.

How to Register
Registration is not currently open for this series. To be notified when the fall 2013 series is open for registration, send an email to projects@berkeley.edu and ask to be placed on the Notify List.

Please note: Priority is given to registrants who can attend all sessions. If you are able to attend three or fewer sessions, your name will be placed on a wait list. Those on the wait list will be registered as space allows. Should you be unable to attend a session, your spouse or partner may attend in your place. You will be given program location with confirmation of registration.

Workbook
All registrants will receive a free PRP workbook. This comprehensive manual was developed by the Center to help program participants plan their next steps more easily and includes resource lists and materials to facilitate successful pre-retirement planning.

Space is limited; this program may fill up before the deadline. Registrations received after the program is full will be added to the waitlist. We welcome your questions before and after the program.