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 the future. Details on the spring retirement workshop series are below.

Playbook to Planning a Successful Retirement

Monday, Feb. 26, 2024 – 12:30-2 p.m.

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.

Preserving Your Savings for Future Generations

Tuesday, Feb. 27, 2024 – 11 a.m.-12 p.m.

Presenter: Fidelity
This session will help you 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.

Live With Confidence in Retirement: Five Steps to Creating Your Retirement Income Plan

Tuesday, Feb. 27, 2024 – 12-1 p.m.

Presenter: TIAA
In five steps you’ll learn how different sources of income work, how to build your strategy for lifetime income and what to consider when planning withdrawals from your retirement assets.
We’ll help you prepare by discussing how to:

• Estimate your expenses
• Understand your income sources
• Build your strategy for lifetime income
• Withdraw your retirement assets
• Review and adjust your plan when needed

Protect Your Future

Tuesday, Feb. 27, 2024 – 1:30-2:30 p.m.

Presenter: Vanguard
This presentation will focus on how to protect your retirement savings for the future. The following questions will be answered:
• What is the best way to protect my savings?
• How can I avoid taxes and potential tax penalties?
• Who can I talk to about my distribution options?

Write Your Next Chapter: Five Steps to Setting Your Retirement Date

Wednesday, Feb. 28, 2024 – 12-1 p.m.

Presenter: TIAA
For anyone starting to think seriously about when to retire, this webinar takes you through five steps to deciding when the time is right, including estimating retirement expenses, closing any income gap and understanding key milestones that can impact your retirement finances.
We’ll help you think through how to:

• Estimate what you’ll need
• Adjust as needed
• Consider key milestones
• Protect your savings

Vanguard’s Principles of Investing

Wednesday, Feb. 28, 2024 – 1:30-2:30 p.m.

Presenter: Vanguard
This webinar is intended for participants who want to take their basic knowledge of investing to the next level and gain a strong understanding of Vanguard’s investment philosophy. Highlights include diversification, how to build a fund portfolio and keeping costs low.

Managing My Money: Budget, Emergency Savings and Debt Basics

Thursday, Feb. 29, 2024 – 11 a.m.-12 p.m.

Presenter: Fidelity
This workshop will provide manageable strategies, tools, and tips that can help you take control of your spending, savings, and debt.

Social Security 101

Friday, March 1, 2024 – 11 a.m.-12 p.m.

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.

Medicare 101

Friday, March 1, 2024 – 1:30-2:30 p.m.

Presenter: Center for Health Care Rights
Learn about Medicare eligibility, enrollment, premiums, and Part A/B/D benefits and costs