Retirement Ready

Retirement Ready

Get a jump-start on planning and preparing for retirement with Retirement Ready: A CU Financial Event

Don’t get stranded on the road to retirement. If you are within five years of retirement, make the trip to attend Retirement Ready: A CU Financial Event (formerly Preparing to Retire). Representatives from Employee Services, TIAA, Social Security, Medicare and PERA will give you the tools you need to cross the finish line.

When it’s over, do a lap around the Vendor Fair and speak one-on-one with representatives from each presentation. Get any additional questions answered, pick up informational material and even set up appointments with TIAA right on the spot.

Ready, set, register! Attend sessions on any campus 

 

Seven different presentations are offered and availability varies by campus. To begin, select the campus session you’d like to learn more about, then sign up!

Note: The Medicare presentation is not available at the System Office session, and Social Security is not available on the UCCS campus. Employees interested in these talks may attend Retirement Ready on another campus. 

UCCS

UCCS

Monday, November 6

Time and Location

Presentation

Description

Hosted By

Register

9:00 - 10:00 a.m.

University Center, Theatre 302
Directions

CU's Process for Retiring: 401(a) Participants

Are you a CU 401(a) participant? Learn more about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

10:15 – 11:15 a.m.

University Center, Theatre 302
Directions

Paying  Yourself: Income options in retirement

So you’ve finally saved enough and you’re ready to retire…what are your income options now? This discussion will provide you with all the information you need.

Topics covered:

  • Basic rules that govern the most common retirement accounts

  • When to tap into different assets

  • Flexible income choices TIAA offers

TIAA

Register

11:30 a.m. – 12:30 p.m.

University Center, Theatre 302
Directions

Medicare 101

This presentation covers the four basic parts of Medicare: Hospital Insurance, Medical Insurance, Medicare Advantage Plans and Prescription drug plans.

Professionals will teach you how Medicare works with other insurances, and provide you helpful informational resources.  

Medicare

Register

2:00 – 3:00 p.m.

University Center, Theatre 302
Directions

CU's Process for Retiring: PERA Participants

Are you a PERA participant? This presentation will teach you about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

3:15 – 4:15 p.m.

University Center, Theatre 302
Directions

Preparing for Retirement from PERA

Planning to retire in the next five years? This insightful PERA session will provide valuable information you need to plan accordingly to meet your retirement goals.

Topics include:

  • Your monthly and lump-sum benefit options

  • Annual increases

  • Tax implications

  • Coordination with Social Security benefits

  • Rules governing the purchase of service credit

  • The availability of PERA-sponsored post-retirement life and health insurance

PERA

Register

Vendor Fair

Time and Location

Participants

10 a.m. - 3 p.m.
University Center, Room 303
Directions

CU Employee Services
TIAA
PERA
Social Security
Medicare

System Office

System Office

Wednesday, November 8

Time and Location

Presentation

Description

Hosted By

Register

9:00 – 10:00 a.m.

1800 Grant, Room 501
Directions

CU's Process for Retiring: 401(a) Participants

Are you a CU 401(a) participant? Learn more about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

10:15 – 11:15 a.m.

1800 Grant, Room 501
Directions

Paying  Yourself: Income options in retirement

So you’ve finally saved enough and you’re ready to retire…what are your income options now? This discussion will provide you with all the information you need.

Topics covered:

  • Basic rules that govern the most common retirement accounts

  • When to tap into different assets

  • Flexible income choices TIAA offers

TIAA

Register

11:30 a.m. – 12:30 p.m.

1800 Grant, Room 501
Directions

Social Security

Social Security is a large part of retiring and often leaves people confused. If there are areas you would like to learn more about, or if you just have general questions, this interactive lecture will give you the clarity you seek.

Prepare for the event: Set up an account today at www.socialsecurity.gov/myaccount

Topics include:

  • Social Security retirement benefits

  • Pre-retirement planning

  • Medicare and working while retired

  • Windfall Elimination Provision and Government Pension Offset

Social Security

Register

12:45 – 1:45 p.m.

1800 Grant, Room 501
Directions

CU's Process for Retiring: PERA Participants

Are you a PERA participant? This presentation will teach you about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

2:00 – 3:00 p.m.

1800 Grant, Room 501
Directions

Preparing for Retirement from PERA

Planning to retire in the next five years? This insightful PERA session will provide valuable information you need to plan accordingly to meet your retirement goals.

Topics include:

  • Your monthly and lump-sum benefit options

  • Annual increases

  • Tax implications

  • Coordination with Social Security benefits

  • Rules governing the purchase of service credit

  • The availability of PERA-sponsored post-retirement life and health insurance

PERA

Register

Vendor Fair

Time and Location

Participants

10 a.m. - 3 p.m.

1800 Grant, Room 502-503
Directions

CU Employee Services
TIAA
PERA
Social Security

CU Boulder

CU Boulder

Monday, November 13

Time and Location

Presentation

Description

Hosted By

Register

9:00 – 10:00 a.m.

Williams Village

Village Dining Center Room B
Directions 

CU's Process for Retiring: 401(a) Participants

Are you a CU 401(a) participant? Learn more about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

10:15 – 11:15 a.m.

Williams Village

Village Dining Center Room B 
Directions

Paying  Yourself: Income options in retirement

So you’ve finally saved enough and you’re ready to retire…what are your income options now? This discussion will provide you with all the information you need.

Topics covered:

  • Basic rules that govern the most common retirement accounts

  • When to tap into different assets

  • Flexible income choices TIAA offers

TIAA

Register

11:30 a.m. – 12:30 p.m.

Williams Village

Village Dining Center Room B 
Directions

Market Volatility and Rising Interest Rates

What’s the best way to handle market ups and downs? This seminar offers best practices and actionable steps to help investors steer through stormy markets to help stay on the path to financial security.

Topics covered include current economic drivers of volatility and how rising interest rates impact the various asset classes.

TIAA

Register

12:45 - 1:45 p.m.

Williams Village

Village Dining Center Room B
Directions 

Medicare 101

This presentation covers the four basic parts of Medicare: Hospital Insurance, Medical Insurance, Medicare Advantage Plans and Prescription drug plans.

Professionals will teach you how Medicare works with other insurances, and provide you helpful informational resources.  

Medicare

Register

2:00 – 3:00 p.m.

Williams Village

Village Dining Center Room B
Directions

Social Security

Social Security is a large part of retiring and often leaves people confused. If there are areas you would like to learn more about, or if you just have general questions, this interactive lecture will give you the clarity you seek.

Prepare for the event: Set up an account today at www.socialsecurity.gov/myaccount

Topics include:

  • Social Security retirement benefits

  • Pre-retirement planning

  • Medicare and working while retired

  • Windfall Elimination Provision and Government Pension Offset

Social Security

Register

3:15 – 4:15 p.m.

Williams Village

Village Dining Center Room B
Directions 

CU's Process for Retiring: PERA Participants

Are you a PERA participant? This presentation will teach you about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

4:30 – 5:30 p.m.

Williams Village

Village Dining Center Room B
Directions

Preparing for Retirement from PERA

Planning to retire in the next five years? This insightful PERA session will provide valuable information you need to plan accordingly to meet your retirement goals.

Topics include:

  • Your monthly and lump-sum benefit options

  • Annual increases

  • Tax implications

  • Coordination with Social Security benefits

  • Rules governing the purchase of service credit

  • The availability of PERA-sponsored post-retirement life and health insurance

PERA

Register

Vendor Fair

Time and Location

Participants

10 a.m. - 3 p.m.

Williams Village
Village Dining Center Room B
Directions

CU Employee Services
TIAA
PERA
Social Security
Medicare

Anschutz Medical Campus

Anschutz Medical Campus

Tuesday, November 14

Time and Location

Presentation

Description

Hosted By

Register

9:00 – 10:00 a.m.

Fulginiti Pavilion 427-100 Gossard Forum, 13080 E 19th Ave., Aurora
Directions 

CU's Process for Retiring: 401(a) Participants

Are you a CU 401(a) participant? Learn more about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

10:15 – 11:15 a.m.

Fulginiti Pavilion 427-100 Gossard Forum, 13080 E 19th Ave., Aurora
Directions

Paying  Yourself: Income options in retirement

So you’ve finally saved enough and you’re ready to retire…what are your income options now? This discussion will provide you with all the information you need.

Topics covered:

  • Basic rules that govern the most common retirement accounts

  • When to tap into different assets

  • Flexible income choices TIAA offers

TIAA

Register

11:30 a.m. – 12:30 p.m.

Fulginiti Pavilion 427-100 Gossard Forum, 13080 E 19th Ave., Aurora
Directions

Market Volatility and Rising Interest Rates

What’s the best way to handle market ups and downs? This seminar offers best practices and actionable steps to help investors steer through stormy markets to help stay on the path to financial security.

Topics covered include current economic drivers of volatility and how rising interest rates impact the various asset classes.

TIAA

Register

12:45 - 1:45 p.m.

Fulginiti Pavilion 427-100 Gossard Forum, 13080 E 19th Ave., Aurora
Directions

Medicare 101

This presentation covers the four basic parts of Medicare: Hospital Insurance, Medical Insurance, Medicare Advantage Plans and Prescription drug plans.

Professionals will teach you how Medicare works with other insurances, and provide you helpful informational resources.  

Medicare

Register

2:00 – 3:00 p.m.

Fulginiti Pavilion 427-100 Gossard Forum, 13080 E 19th Ave., Aurora
Directions

Social Security

Social Security is a large part of retiring and often leaves people confused. If there are areas you would like to learn more about, or if you just have general questions, this interactive lecture will give you the clarity you seek.

Prepare for the event: Set up an account today at www.socialsecurity.gov/myaccount

Topics include:

  • Social Security retirement benefits

  • Pre-retirement planning

  • Medicare and working while retired

  • Windfall Elimination Provision and Government Pension Offset

Social Security

Register

3:15 – 4:15 p.m.

Fulginiti Pavilion 427-100 Gossard Forum, 13080 E 19th Ave., Aurora
Directions

CU's Process for Retiring: PERA Participants

Are you a PERA participant? This presentation will teach you about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

4:30 – 5:30 p.m.

Fulginiti Pavilion 427-100 Gossard Forum, 13080 E 19th Ave., Aurora
Directions

Preparing for Retirement from PERA

Planning to retire in the next five years? This insightful PERA session will provide valuable information you need to plan accordingly to meet your retirement goals.

Topics include:

  • Your monthly and lump-sum benefit options

  • Annual increases

  • Tax implications

  • Coordination with Social Security benefits

  • Rules governing the purchase of service credit

  • The availability of PERA-sponsored post-retirement life and health insurance

PERA

Register

Vendor Fair

Time and Location

Participants

10 a.m. - 3 p.m.

Fulginiti Pavilion 427-100 Gossard Forum Lobby
13080 E 19th Ave., Aurora
Directions

CU Employee Services
TIAA
PERA
Social Security
Medicare

CU Denver

CU Denver

Wednesday, November 15

Time and Location

Presentation

Description

Hosted By

Register

9:00 – 10:00 a.m.

CU Building, eMBA Auditorium,
1250 14th St.
Denver
Directions

CU's Process for Retiring: 401(a) Participants

Are you a CU 401(a) participant? Learn more about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

10:15 – 11:15 a.m.

CU Building, eMBA Auditorium,
1250 14th St.
Denver
Directions

Paying  Yourself: Income options in retirement

So you’ve finally saved enough and you’re ready to retire…what are your income options now? This discussion will provide you with all the information you need.

Topics covered:

  • Basic rules that govern the most common retirement accounts

  • When to tap into different assets

  • Flexible income choices TIAA offers

TIAA

Register

11:30 a.m. – 12:30 p.m.

CU Building, eMBA Auditorium,
1250 14th St.
Denver
Directions

Medicare 101

This presentation covers the four basic parts of Medicare: Hospital Insurance, Medical Insurance, Medicare Advantage Plans and Prescription drug plans.

Professionals will teach you how Medicare works with other insurances, and provide you helpful informational resources.  

Medicare

Register

12:45 – 1:45 p.m.

CU Building, eMBA Auditorium,
1250 14th St.
Denver
Directions

Social Security

Social Security is a large part of retiring and often leaves people confused. If there are areas you would like to learn more about, or if you just have general questions, this interactive lecture will give you the clarity you seek.

Prepare for the event: Set up an account today at www.socialsecurity.gov/myaccount

Topics include:

  • Social Security retirement benefits

  • Pre-retirement planning

  • Medicare and working while retired

  • Windfall Elimination Provision and Government Pension Offset

Social Security

Register

2:00 – 3:00 p.m.

CU Building, eMBA Auditorium,
1250 14th St.
Denver
Directions

CU's Process for Retiring: PERA Participants

Are you a PERA participant? This presentation will teach you about your university retiree benefit options and the process behind becoming a university retiree.

Topics include:

  • Eligibility requirements for retirement

  • The process of retiring with CU

  • Benefit options available

CU Employee Services

Register

3:15 – 4:15 p.m.

CU Building, eMBA Auditorium,
1250 14th St.
Denver
Directions

Preparing for Retirement from PERA

Planning to retire in the next five years? This insightful PERA session will provide valuable information you need to plan accordingly to meet your retirement goals.

Topics include:

  • Your monthly and lump-sum benefit options

  • Annual increases

  • Tax implications

  • Coordination with Social Security benefits

  • Rules governing the purchase of service credit

  • The availability of PERA-sponsored post-retirement life and health insurance

PERA

Register

Vendor Fair

Time and Location

Participants

10 a.m. - 3 p.m.

EMBA Conference Room, 1250 14th St., Denver
Directions

CU Employee Services
TIAA
PERA
Social Security
Medicare