The UC contracted retirement experts and UCR Benefits office will be providing an overview of the pre-retirement process including reviewing a checklist of items required to be prepared to retire.

Agenda

10:00 a.m.:  Introduction – Benefits Office
10:10 a.m.:  California Casualty
10:20 a.m.:  Fidelity Investments - Fidelity provides 1:1 financial counseling
10:30 a.m.:  Emeriti/Retirees' Association
11:00 a.m.:  Benefits Office – ends at 1:00 p.m.

Zoom

Join the Virtual Meeting
Meeting ID: 904 147 3038
Dial-in:  (669) 900-6833

Distribute and post the Pre-Retirement Planning Workshop flyer.