Planning for retirement can be overwhelming for many people – especially as the date draws closer. That’s why UC offers special seminars to help you better prepare for important retirement decisions. Two are coming up: Make the Most of Social Security on Feb. 22 and Preparing for Retirement on March 20.

Read descriptions of the two seminars below and then sign up for one or both if you’re interested.

Make the Most of Social Security

Did you know that over 60 percent of individuals do not receive the maximum benefit they deserve from Social Security? We don’t want you to be one of them.

Social Security is complicated. Information about claiming strategies can help you make the most of this important source of income in retirement. Attend this seminar to learn about:

• The importance of Social Security income
• How Social Security retirement benefits are calculated
• Ways to optimize your benefits claiming strategy

Date: Wednesday, Feb. 22

Time/agenda:
5:30 – 6 p.m. – Registration & light dinner buffet
6 – 7 p.m. – Make the Most of Social Security
7 – 7:15 p.m. – Q&A
7:15 – 7:30 p.m. – Coffee and dessert reception

Location: Oakland Marriott City Center – Oakland, CA

RSVP: Reserve your seats by calling 800.642.7131 or visiting https://www.seeuthere.com/UCOPOakland17. Interested spouses and partners are welcome to attend! Space is limited, so please RSVP by Wednesday, Feb. 15.

Cost: There is no charge for this event. Event-sponsored parking is available at the Oakland Marriott City Center.

Questions about this event? Contact Hyun.Swanson@ucop.edu

Preparing for Retirement

The Preparing for Retirement event has been designed for those planning to retire within the next five years. This two-hour presentation will cover UCRP pension benefits, retirement savings and retiree health coverage. Representatives from the Retirement Administration Service Center (RASC) will explain benefits and eligibility rules, describe the steps you need to take when you’re ready to retire and answer your questions.

Date: Monday, March 20
Time:  1 to 3:30 p.m.
Location: Franklin Lobby 1
RSVP:  Space is limited to 50. To reserve your seat, please email Jackylyn.Wong@ucop.edu with a cc: to Scott.Sylva@ucop.edu.

For more information, please visit the Preparing for Retirement page on UCnet.

Can’t make these events? Here are other ways to get this information

To find out how to make the most of Social Security, attend a class delivered by a Fidelity Retirement Planner.

If you’re close to retiring, attend one of our twice monthly Preparing for Retirement webinars or watch the video presentation.

Questions? Contact Scott.Sylva@ucop.edu.

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