Retirement Planning Week
It’s never too late or early to start preparing for your retirement!
To support you in this, USC offers regularly-staged retirement planning workshops, where you can learn more about your options to prepare for a successful retirement and set yourself up for success in the future. Next up will be a fall retirement workshop series – details are below.
Monday, Sept. 19, 2022
11:30 a.m.–1 p.m.: Playbook to Planning a Successful Retirement
Presenter: USC
Learn what you need to know about planning your retirement from USC with representatives from USC Benefits, Gold Card, Health Plans, Provost’s Office, and Emeriti Center.
Tuesday, Sept. 20, 2022
11 a.m.–12 p.m.: Planning for Retirement with TIAA Traditional: Why, What and How
Presenter: TIAA
Learn about the concept of income diversification – combining income from different sources – and how lifetime income can be used to cover essential expenses. Review features of the TIAA Traditional Annuity and how it can help offset certain risks, such as longevity and market volatility.
Wednesday, Sept. 21, 2022
11 a.m.-12 p.m.: Preserving Your Savings for Future Generations
Presenter: Fidelity
Learn about the basics of estate planning, and get a general understanding of what assets are potentially taxable and how they might be distributed. Learn the importance of a living will and health care proxy, as well as the basics of trusts, gifting, and possible insurance replacement strategies.
12:30 p.m.–1:30 p.m.: Will Your Golden Years Shine? Common Estate Planning Considerations
In life, nothing is certain, but you can help improve your overall financial well-being by creating an estate plan. Learn how to think through important lifetime planning issues and state planning techniques.
Thursday, Sept 22, 2022
11 a.m.–12 p.m.: Social Security
Presenter: Social Security Administration
Learn about eligibility, timing, how to get the most from your benefit, and how to use the online Social Security services.
Friday, Sept 23, 2022
11 a.m.-12 p.m. Medicare 101
Presenter: HICAP
Learn about Medicare eligibility, enrollment, premiums, and Part A/B/D benefits and costs.
12:30pm -1:30pm: Timeline to Retirement
Presenter: Vanguard
Learn more about the key benefits and decision points from ages 55 to 72, the two federal entitlement programs (Social Security and Medicare), and the rules regarding employer-sponsored retirement plans that can help you avoid significant tax penalties on withdrawals.