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Pre-Retirement Planning Workshop Series

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Pre-Retirement Planning Workshop Series

Whether you’re a long-term employee or just getting started in your career, it’s important to take an active role in planning for a secure retirement. UC offers education and counseling to support you along the way — all available at no cost to you. The UCR Human Resources Benefits Office sponsors a series of Pre-Retirement Planning Webinars which are open to all UCR faculty, staff and retirees to provide information about resources and steps you will need to take in order to plan for your retirement from UC.

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Pre-Retirement Planning Virtual Workshops & Resources

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Money Insights for Millennials and Gen Z

July 10, 2026 | 12:00pm
July 22, 2026 | 9:00am

This workshop provides money insights for Millennials and Gen Z to help them invest confidently and achieve their goals about helping you demand more from your money, achieve your financial goals, and get financial clarity — allowing you to confidently invest so that your money can work harder for you.

To register for this course, visit the Ways to Save with Roth registration website on the following dates:

 

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Understanding Required Minimum Distributions

July 13, 2026 | 12:00pm
July 29, 2026 | 9:00am

In this course you will learn about Required Minimum Distributions (RMDs); what are RMDs, types of accounts that have RMDs, RMD deadlines, and more.

To register for this course, visit the Understanding Required Minimum Distributions registration website.

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Learn the Basics of When and How to Claim Social Security

July 7, 2026 | 12:00pm
July we, 2026 | 9:00am

This class covers Social Security – when and how to claim your benefit understanding Social Security, considerations for claiming Social Security benefits, deciding when to take Social Security benefits.

To register for his course, visit the Learn the Basics of When and How to Claim Social Security registration website.

 

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Guide to Investing in the UC Retirement Savings Program

July  17 and 27, 2026 | 12:00pm 

You will learn about Basics of investing, including key investing concepts and common types of investments plus an overview of funds available through the UC Retirement Savings Program. It also includes investment approaches based on risk tolerance, investing horizon and involvement level.

To register for either date, visit the Guide to Investing in the UC Retirement Savings Program website.

Ways to Save with Roth Webinar

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July 9, 2026 | 9:00am
July 21, 2026 | 12:00pm

You will learn how Roth gives you the opportunity for tax-free income in retirement, who might benefit from Roth contributions, and how to start making Roth contributions. Note: A distribution from a Roth 401(k), Roth 403(b) and Roth 457(b) is federally tax free and penalty free, provided the five-year aging requirement has been satisfied and one of the following conditions is met: age 59, disability, or death.

To register for this course, visit the Ways to Save With Roth registration website.

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Create a Budget and Build Emergency Savings

July 30, 2026 | 10:00am

Whether it’s prioritizing expenses and debt or saving for the future, it’s important to review your saving and spending to get clarity on where your money is going.

Visit the UC Create a Budget and Build Emergency Savings registration website to sign up for this course.

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Learn the Basics of When and How to Claim Social Security

July 6 , 2026 | 12:00pm
July 30, 2026 | 9:00am

Learn about how to understand Social Security, considerations for claiming Social Security benefits, deciding when to take Social Security benefits.

To register to attend this course, visit the Learn the Basics of When and How to Claim Social Security registration website.

Monthly Medicare Informational Sessions

The virtual Medicare sessions sponsored and presented by a seasoned Kaiser Permanente Medicare Consultant; information will be applicable to all faculty, staff and retirees, regardless of retiree health insurance plan—all are welcome to attend.

You will learn:
  • When you are eligible for Medicare How to enroll in Medicare
  • A question-and-answer session will be held at the conclusion

To register for any of the visit the  Monthly Medicare Informational Webinars registration website.

Retirement Resources
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Prudential Life Insurance Conversion Estimator Tool

Prudential offers a life insurance conversion estimator tool on the Prudential microsite for UC members. This helpful tool allows employees who are considering converting their insurance benefit to preview an estimate of the premiums before they decide to convert. To access the life insurance conversion estimator tool, please visit the Prudential Estimate Your Life Insurance Needs website.

Additional Resources