Thinking About Retirement
Thinking About Retirement Educational Events
Thinking About Retirement is a special program for staff who are approaching retirement soon. These information sessions feature expert guest speakers and Penn Benefits specialists.
For Spring 2025, the Thinking About Retirement live webinars will be offered on June 3, 10, and 17. Please see the schedule below.
Register: To register for any of the live webinars, click on the event title in the table below.
Recordings: The recording of the June 3 webinar unfortunately failed, but you can view the slides by clicking on the event title in the table below. You can view recordings of the June 10 and 17 webinars by clicking on the event titles below (you may need to log into TIAA's website).
| Sessions |
|---|
| Penn Retiree Benefits and Medicare June 3 at 12:00-1:30 pm ET In this webinar, Penn Benefits and Health Advocate will discuss the things you need to know as you plan to become a retiree of Penn. Learn about the Rule of 75, healthcare benefits, how they integrate with Medicare, and more. |
| Set Your Retirement Date June 10 at 12:00-1:30 pm ET In this webinar, TIAA will discuss how to create an income plan that helps maximize savings throughout retirement, including how different sources of income work, how to build your strategy for lifetime income, and what to consider when planning withdrawals from retirement assets. |
| Social Security Benefits Planning June 17 at 12:00-1:30 pm ET In this webinar, TIAA will discuss planning for a Social Security benefit, including: eligibility, applying, how the benefit is calculated, impact of starting benefits early, benefits increase if claimed after full retirement, and other strategies to consider. |
Contact Us
Penn Employee Solution Center
solutioncenter@upenn.edu
or
(215) 898-7372