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.

Recordings of the live webinars for the Fall 2024 sessions are posted below the description of each session below.

The next Thinking About Retirement event will be in Spring 2025. Details will be announced in the myHR newsletter (see Quick Links).

Thinking About Retirement, Fall 2024
Sessions
Penn Retiree Benefits and Medicare
Oct 10, 2024 at 12:00-1:30 pm ET
In this webinar, Penn Benefits and Health Advocate 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.

Access Recording.
5 Steps to Creating Your Retirement Income Plan
Oct 15, 2024 at 12:00-1:30 pm ET
In this webinar, TIAA discusses 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.

Register to Access TIAA's Recording.
Social Security Benefit Income
Oct 31, 2024 at 12:00-1:30 pm ET
In this webinar, TIAA discusses 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.

Register to Access TIAA's Recording.