Don’t just retire, retire with comfort by planning ahead!
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, March 24, 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.
Medicare 101
Monday, March 24, 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.
Playbook to Planning a Successful Retirement – Part 2
Tuesday, March 25, 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.
Timeline to Retirement
Wednesday, March 26, 2025 – 11 a.m. – 12 p.m.
Presenter: Vanguard
Participants within 10 years of retirement will gain a high-level understanding of retirement distribution options for early retirees and federal programs such as Medicare and Social Security
Family Wealth Education
Wednesday, March 26, 2025 – 1-2 p.m.
Presenter: TIAA
Family wealth includes more than just economic resources. The plan should also contemplate your family’s values, experiences, and passions.
Fundamentals of Retirement Income Planning
Thursday, March 27, 2025 – 11 a.m. – 12 p.m.
Presenter: Fidelity
- Learn the benefits of a retirement income plan
- Identify retirement income sources and expenses
- Explore different retirement income strategies
Tax Planning
Thursday, March 27, 2025 – 12-1 p.m.
Presenter: TIAA
Identify your top tax considerations and learn which factors will have the biggest impact on your individual situation.
Take the First Step to Investing
Thursday, March 27, 2025 – 1-2 p.m.
Presenter: Fidelity
- Review the basics of investing
- Understand asset allocation and diversification
- Identify your ideal investment approach
Max Savers
Friday, March 28, 2025 – 11 a.m. – 12 p.m.
Presenter: Vanguard
Learn how to broaden your financial security, improve investment and savings results, and maximize 401(k) contributions. This meeting is best for those who have plans with after-tax and/or in-plan Roth conversions.
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.