“Transitioning to Retirement” Workshop Series 

The transition to retirement can be unexpectedly challenging—as challenging as other significant life changes—first job, marriage, having children, changing careers, or relocating.  Advance planning for retirement can help in ensuring a positive retirement experience; in support of this planning, this workshop series provides valuable information and tools to support the achievements of retirement goals.

The workshop series for faculty/academics will encompass several different aspects of retirement.  These well-received sessions are a collaborative effort between the Academic Affairs office and the UC Davis Retiree Center. The workshops are designed for those individuals considering retirement within the next five to eight years.  

The four workshops will complement and build upon each other, therefore, it is recommended that  participants register for each of the four live sessions. The “Transitioning to Retirement” workshop series will be combined for both campuses, Davis and Health, and held virtually through Zoom. Workshop facilitators include UC Davis staff, faculty and representatives from retirement-focused organizations. 

2025 Workshop Topics and Dates:

• Session 1: Introduction & Understanding UC Retirement Plan Income Options - Friday, January 10, 2025 1:00pm - 4:00pm
• Session 2: Retiree Health Care Benefits and Social Security - Friday, January 17, 2025 1:00pm - 4:00pm
• Session 3: Financial Planning for Retirement - Friday, January 24, 2025 1:00pm -4:00pm
• Session 4: Work & Lifestyle Transitions - Friday, January 31, 2025 1:00pm - 4:00pm

Please click the links below to register for each session. Registration is required for each workshop. Please contact the Learning and Development team (hr-learning@ucdavis.edu or 530-752-1766) if you have questions or need assistance registering for these sessions. Registration is also available through the Learning and Organizational Development website or the Retiree Center website. 

To address privacy concerns, supervisors or chairs of registrants will not be automatically notified when an appointee enrolls for this workshop. Spouses/partners are invited to attend but cannot register online, so please contact the Retiree Center at retireecenter@ucdavis.edu to register them.

Session 1: Introduction and Understanding UC Retirement Plan Income Options
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 UC Davis Benefits Office. UCRP topics will include estimating your retirement income and determining options for survivor benefits.
Register for Session 1 

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.
Register for Session 2 


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. 
Register for Session 3 


Session 4: Work and Lifestyle Transitions
In the first part of this session, we will discuss the opportunities and privileges at UC Davis available to you in retirement. The second part of this session you will learn strategies for successfully navigating the change and thriving emotionally, socially, and intellectually in retirement. 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.
Register for Session 4 
 

For those who cannot attend the workshops, webinars and other resources are available on the Retiree Center’s retirement planning webpage. For more information, contact the Retiree Center at retireecenter@ucdavis.edu or 752-5182.