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.
Playbook to Planning a Successful Retirement
Monday, Sept. 23, 2024 – 11:30 a.m. – 1 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.
Social Security 101
Tuesday, Sept. 24, 2024 – 11:30 am – 12:30pm
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
Tuesday, Sept. 24, 2024 – 1:30 pm – 2:30 pm
Presenter: Center for Health Care Rights
Learn about Medicare eligibility, enrollment, premiums, and Part A/B/D benefits and costs.
Getting on track for retirement
Wednesday, Sept. 25, 2024 – 11:30 a.m. – 12:30 p.m.
Presenter: Vanguard
Helps participants under the age of 55 find out if they’re on the right track for retirement and how to make adjustments to meet their retirement goals.
Retirement Income
Wednesday, Sept. 25, 2024 – 1:30 – 2:30 p.m.
Presenter: Vanguard
Teaches participants who are within a few years of retiring how to turn savings into a steady paycheck.
Five Money Must
Thursday, Sept. 26, 2024 – 11:30 a.m. – 12:30 p.m.
Presenter: Fidelity
- Understand what a budget is and why you need one
- Know how to use credit and manage debt
- Recognize how investing can help you reach your money
goals - Start thinking about retirement
Manage Unexpected Events and Expenses
Thursday, September 26, 2024 – 1:30 – 2:30 p.m.
Presenter: Fidelity
- Know how to assess spending and take control of a budget
- Consider reasons for taking money from a workplace
savings plan - Understand ways Fidelity can help
Fine-tune your retirement strategy: Investing toward a secure future
Friday, Sept. 27, 2024 – 11:30 a.m. – 12:30 p.m.
Presenter: TIAA
Join this webinar as TIAA moves beyond investing basics to help you understand how to fine-tune your saving and investing strategies for retirement.
Make the move toward long-term financial security: Your midcareer retirement check-in
Friday, Sept. 27, 2024 – 1:30 – 2:30 p.m.
Presenter: TIAA
Knowing the keys to successful money management is understanding how to juggle competing financial demands and retirement savings strategies for lifetime financial security. This webinar will address these issues and answer your questions regarding these topics.
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.