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Transitioning to Retirement for Academics

“Transitioning to Retirement for Academics” will provide valuable information and tools for developing a successful strategy for retirement.

The road to retirement, while filled with excitement, can sometimes be unexpectedly bumpy. “Transitioning to Retirement,” with separate sessions for UC Davis Health faculty/physicians/academics and staff, will provide valuable information and tools for developing a successful strategy for retirement. Topics will include UC pension options, retiree health benefits, Social Security, financial planning for retirement and work/life transitions. It is recommended that participants register for the entire 4-week series, however each session is available for individual registration.

Workshop leaders will include UC Davis staff and faculty and representatives from retirement-focused organizations. “Transitioning to Retirement” is a joint project of the UC Davis Retiree Center and the Office of the Vice Provost-Academic Personnel with support from Learning and Development. 

All sessions will be held as virtual webinars via Zoom


Session 1: Introduction and Understanding UC Retirement Plan Income Options

Beginning with a brief welcome from Vice Provost of Academic Affairs Phillip Kass, the first part of this session will first provide an overview of the class series and information about retirement planning resources. The second part of this session will be an overview of the UC Retirement Plan (UCRP) by staff from the UC Retirement Administration Service Center. The UCRP provides retirees with a monthly lifetime pension or a lump-sum payout upon retirement. UCRP topics will include estimating your retirement income and determining options for survivor benefits

Instructors:

Kyle Urban 
Juliane Crowley
Brad Horton
 

Date | Time | Location:

January 15, 2021
1:00–4:00
Webinar via Zoom

REGISTER


Session 2: Retiree Health Care Benefits and  Human Resources Considerations

The first part of this two-part session will cover a variety of topics regarding retiree health benefits including eligibility for retiree health care benefits, an overview of benefits that continue into retirement, the cost of those benefits, relocation impacts on health benefits and coordination of the UC retiree health care plans with Medicare.

The second part of this workshop will provide an overview of separation from the university and best practices for informing department of departure.

Instructor:

Guerren Solbach
Kyle Urban
Brad Horton
Juliane Crowley

Date | Time | Location:

January 22, 2021
1:00–4:00
Webinar via Zoom

REGISTER

 


Session 3: Financial Planning in Retirement and Social Security

Learn to avoid the five major risks that result from not preparing a retirement income plan—withdrawal (spending too much too soon), inflation, longevity (outliving one’s savings), medical (underestimating medical expenses), and asset allocation (having the wrong investment mix). The instructor will also review robust online planning tools that can help insure that you do not outlive your assets.

The second part of this workshop will provide an overview of Social Security benefits and programs, including retirement, survivors, disability, and auxiliary benefits. The program will include additional background and history of Social Security.

Instructor:

Kim Becker
Spencer Richards
Kyle Urban
Brad Horton
Juliane Crowley

Date | Time | Location:

January 29, 2021
1:00–4:00
Webinar via Zoom

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Session 4: Work and Lifestyle Transitions

Retirement is a time of great expectations but also a time of significant change. As you ready for this next phase of life you might find it to be a challenging transition, even if you have planned for it and are looking forward to it. In the first part of this session, you will learn strategies for successfully navigating the change and thriving emotionally, socially, and intellectually.

The second part of this session will feature Academic Affairs Vice Provost Phil Kass, who will discuss specific ways in which academics can stay engaged at UC Davis post-retirement.  He’ll describe the recall process for teaching, research, and service, and other opportunities for retired Senate and non-Senate academics to continue their involvement with UC Davis. 

Instructors:

Carol Kirshnit
Kyle Urban
Brad Horton
Juliane Crowley

Date | Time | Location:

February 5, 2021
1:00–4:00
Webinar via Zoom

REGISTER

No future dates listed? No worries! Express interest by clicking the “Register” button to access the course in the UC Learning Center, then click, “REGISTER” again. Click on “Express Interest” at the bottom right-hand corner of activity page to receive notification when new dates are scheduled.