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.
The Fall 2026 webinars are now scheduled. See the table below for the events and times. Click the event title to register for the Fall 2026 webinars or view the slides or recordings for the Spring 2026 webinars.
| Sessions (click the event title to register) |
|---|
| Set Your Retirement Date October 8, 2026 at 12:00-1:00 p.m. ET 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. |
| Penn Retiree Benefits and Medicare October 13, 2026 at 12:00-1:30 p.m. ET In this webinar, Penn Benefits and Health Advocate discussed 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. |
| What You Need to Know About Social Security October 20, 2026 at 12:00-1:00 p.m. ET 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
Quick Links
| Slides and Recordings |
|---|
| Penn Benefits and Medicare (slides) |
| What You Need to Know About Social Security (register to view recording) |
| Set Your Retirement Date (register to view recording) |