It’s never too late or early to start preparing for your retirement!
A worry-free retirement starts with informed financial decisions and a plan. Join our virtual retirement planning workshops to invest in your retirement readiness. Learn more about your options for planning a successful retirement and gain the tools to set yourself up for success in the future.
Several sessions are available (see list below), covering a variety of topics, and you are welcome to register for all of those that interest you. You do not need to be a participant with a sponsoring investment provider to attend their workshop.
This program is open to all eligible individuals. University HR operates all of its programs and activities consistent with the University’s Notice of Non-Discrimination. Eligibility is not determined based on race, sex, ethnicity, sexual orientation, or any other prohibited factor.
Playbook to Planning a Successful Retirement – Part 1
Monday, September 29, 2025 – 11 a.m. – 12 p.m.
Presenter: USC
Learn what you need to know about planning your retirement from USC with representatives from USC Timeline to Retirement and USC Retirement Benefits.
Social Security 101
Monday, September 29, 2025 – 1-2 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.
Playbook to Planning a Successful Retirement – Part 2
Tuesday, September 30, 2025 – 11 a.m. – 12 p.m.
Presenter: USC
Learn what you need to know about planning your retirement from USC with representatives from Gold Card, Health Plans, Provost’s Office, and Emeriti Center.
Financial Freedom: Strategies for reducing debt and saving more
Tuesday, September 30, 2025 – 1:30–2:30 p.m.
Presenter: Vanguard
It’s time to feel better about your money. Join us for tips to get your financial life under control—within your current financial situation.
How to get the most from your employee retirement plan
Wednesday, October 1, 2025 – 11 a.m. – 12 p.m.
Presenter: TIAA
Let’s talk tips for optimizing your retirement savings. The decisions you make (or don’t make) can really add up in the future.
Is Roth Right for you?
Wednesday, October 1, 2025 – 12:30–1:30 p.m.
Presenter: Vanguard
Wouldn’t it be nice to have some money in retirement that won’t be taxed? Roth after-tax contributions can help make that happen.
Maximize Social Security in Your Retirement Strategy
Thursday, October 2, 2025 – 12-1 p.m.
Presenter: Fidelity
Understand how Social Security fits into your overall retirement income plan, when to start claiming your benefit, and how it contributes to your overall retirement paycheck.
Medicare 101
Thursday, October 2, 2025 – 1-2 p.m.
Presenter: Center for Health Care Rights
Learn about Medicare eligibility, enrollment, premiums, and Part A/B/D benefits and costs.
Make the Most of Your Retirement Savings
Friday, October 3, 2025 – 12-1 p.m.
Presenter: Fidelity
How much saving is “enough” for retirement? Learn strategies that can help you save more today and tips for preserving and growing your savings in retirement.
Steps to help secure your income in retirement: A mid-career check-in
Friday, October 3, 2025 – 1:30-2:30 p.m.
Presenter: TIAA
Take stock of where you are at this critical checkpoint and use retirement-saving strategies to better balance competing financial priorities
Unable to attend a session?
All Fidelity, TIAA, and Vanguard presentations will be recorded and available to view for 30 days following the event by clicking on the vendor registration links on the Fall Retirement Planning Week page. Recordings of “Medicare 101” and the “Playbook to Planning a Successful Retirement” will also be available on this page.
“Social Security 101” will not be recorded as Social Security Administration does not permit their events to be recorded.
Questions?
Please email Retirement Plan Administration at rpadmin@usc.edu.