Path Forward Workshops

The Path Forward: Planning for Retirement and Active Engagement as Emeriti

Exclusively for UCLA faculty, this three-workshop series examines opportunities for continued involvement after retirement in your department, the Senate and the campus and delves into the nuts and bolts of the retirement process.

Winter 2017, Fridays (February 24, March 3, March 10), 9:00 a.m. - noon UCLA Faculty Center, Sequoia Room

Click here to register


Session I: Navigating the Path toward Retirement

Friday, February 24, 9 a.m. - noon

Part 1: Navigating the Dual Retirement Processes, 9 – 10:45 a.m.

The path to UCLA retirement involves the parallel processes of crafting a retirement agreement with your department chair and completing the formal UC retirement system process. This workshop provides a road map to both processes. Topics include your rights and privileges as an emeritus/a professor; effective use of a Pathways to Retirement contract; opportunities to continue research, teaching and service; and an outline of the formal retirement process and working with a retirement counselor. 

Professor Emeritus David Lopez is UCLA’s first Faculty Retirement Liaison. Please consult his website prior to the workshop.

Part 2: Retirement Income Planning, 11 a.m. – noon

Many factors have to be considered when determining the financial feasibility of retirement. This workshop will outline the five greatest financial risks you may face in retirement and introduce a Fidelity Retirement Services income planning tool that can help you plan for unexpected financial challenges in the future.

Andrew Fung is a retirement planner with Fidelity Retirement Services.


Session II, Continuing Professional Involvement (Panel Discussion)

Friday, March 3, 9 a.m. - noon

Three emeriti professors will share their experiences and answer questions about continuing research, scholarly involvement, teaching and service. Topics will include the obtaining the Research Professor title, managing extramural funding, continuing involvement in your discipline, and teaching/service opportunities.

Panelists:

Harvey Herschman, Distinguished Research Professor of Biological Chemistry

Anne Mellor, Distinguished Professor Emerita of English

Dan Mitchell, Professor Emeritus of Management and Public Affairs


Session III:  The UC Retirement Process & Benefits in Retirement

Friday, March 10, 9 a.m. - noon

Staff from the UCLA Office of Human Resources will discuss planning for and navigating the UC Retirement System. Topics will include the UC Retirement Plan (UCRP) benefit payment options, survivor benefits, continuation of health and welfare benefits in retirement, and timelines for completing the retirement process.