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, Sept. 18, 2023 – 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.

Invest Confidently for Your Future

Monday, Sept. 18, 2023 – 2:30–3:30 p.m.

Presenter: Fidelity
Saving for your goals is great but investing your savings – properly and with a plan – can really help your money grow. Learn how to build an investment plan to help you optimize your savings.

Income Diversification

Tuesday, Sept. 19, 2023 – 12–1 p.m.

Presenter: TIAA
A diversified income plan can improve retirement outcomes. This presentation explores income diversification in retirement and introduces how deploying a mixture of fixed and variable lifetime income can help address the unique risks in retirement while generating monthly payments you can’t outlive.

Principles of Investing in Volatile Markets

Tuesday, Sept. 19, 2023 – 2–3 p.m.

Presenter: Vanguard
Participants will learn how the Vanguard principles for investing success (goals, balance, cost, and discipline) can benefit investors—even during bear markets and downturns. This topic should be paired with “Vanguard’s Principles of Investing” or “Create Your Plan”.

Social Security 101

Wednesday, Sept. 20, 2023 – 11:30 a.m.–12:30 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.

Women in Investing: Financial Freedom

Wednesday, Sept. 20, 2023 – 2–3 p.m.

Presenter: Vanguard
From gaps in employment and gender pay to life expectancy and investment-style differences, we’ll examine how female investors differ from their male counterparts. This topic should be paired with “Create Your Plan” or “Financial Freedom.”

Impact of Taxes Now and Later

Thursday, Sept. 21, 2023 – 12–1 p.m.

Presenter: TIAA
Are your Assets Properly Placed? Location counts: Your assets can be taxed now or later. The strategies can be complicated. It’s personal: Join this webinar to discuss which tax strategies might be best for you and your portfolio.

Make the Most of Your Retirement Savings

Thursday, Sept. 21, 2023 – 1:30–2:30 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.

Medicare 101

Friday, Sept. 22, 2023 – 11:30 a.m.–12:30 p.m.

Presenter: HICAP
Learn about Medicare eligibility, enrollment, premiums, and Part A/B/D benefits and costs.