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. 13, 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.

Getting on Track for Retirement

Tuesday, Feb. 14, 2023 (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.

Get Started and Save for the Future (Basics of the USC plan and saving for retirement)

Tuesday, Feb. 14, 2023 (1 p.m.–2 p.m.)

Presenter: Fidelity
Understand your retirement plan. Learn the steps to enroll in your plan. See if you’re saving enough and learn ways to save more.

Social Security 101

Tuesday, Feb. 14, 2022 (2:30–3:30 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.

Understanding Market Volatility

Wednesday, Feb. 15, 2023 (11:30 a.m.–12:30 p.m.)

Presenter: TIAA
Even the most seasoned investor may be on edge during market volatility. Clients can find out what they need to know to help them navigate the ups and downs of the market. This market volatility presentation will help clients make sense of the recent market turbulence and discuss the forces driving volatility, strategies to mitigate market swings in a portfolio, and what this may mean for their financial plan.

Maximize Social Security in Your Retirement Strategy

Wednesday, Feb. 15, 2023 (1–2 p.m.)

Presenter: Fidelity
Learn how Social Security fits your retirement paycheck. Identify Social Security claiming strategies. Create your retirement income plan.

Medicare 101

Thursday, Feb. 16, 2023 (11:30 a.m. – 12:30 p.m.)

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

Planning for Retirement with TIAA: Why, What and How

Thursday, Feb. 16, 2023 (1–2 p.m.)

Presenter: TIAA
This presentation discusses the concept of income diversification – combining income from different sources – and how lifetime income can be used to cover essential expenses. It reviews features of the TIAA Traditional Annuity and how it can help offset certain risks, such as longevity and market volatility.

Is Roth right for you?

Friday, Feb. 17, 2023 (11:30 a.m.–12:30 p.m.)

Presenter: Vanguard
Participants will learn the rules, benefits, and considerations for Roth contributions. This topic is usually paired with other presentations.

Q&A with TIAA

Tuesday, Feb. 28, 2023 (11:30 a.m.–12:30 p.m.)

Q&A with Fidelity

Wednesday, March 1, 2023 (11:30 a.m.–12:30 p.m.)

Q&A with Vanguard

Wednesday, March 1, 2023 (1–2 p.m.)