retirement

Pre-Retirement Planning Program: Estate Planning

Event Title:
Pre-Retirement Planning Program: Estate Planning
Description:

This presentation explains wills, different types of trusts, durable powers of attorney, and medical directives, as well as who needs each type of document and why. There will also be a discussion on preserving your assets for your loved ones if you need nursing home care. Presenter: Lee Ann Shenkman, Attorney at Law
A minimum enrollment of 25 is required for the Estate Planning workshop. The workshop is subject to cancellation if minimum registration requirement is not reached by Thursday March 9th. Registered enrollees will be notified if workshop is cancelled.

Start Date:
03/14/2017 - 11:00am
End Date:
03/14/2017 - 12:30pm
Location:
Bay Tree Conference Center, Cervantes and Velasquez Conference Room
Unit:
Staff Human Resources-Benefits Office
Contact:
Marianne McIvor, Benefits Office

 

Pre-Retirement Planning Program: UC Retiree Health Insurance

Event Title:
Pre-Retirement Planning Program: UC Retiree Health Insurance
Description:

This presentation covers insurance options for retirees and eligible dependents; describes the components of Medicare and how they work, and most importantly, how the UC medical plans coordinate with Medicare.
Presenter: Frank Trueba, Health Care Facilitator and Benefits Office Manager, UCSC Benefits Office
.

Start Date:
03/15/2017 - 3:30pm
End Date:
03/15/2017 - 5:00pm
Location:
Bay Tree Conference Center, Cervantes and Velasquez Conference Room
Unit:
Staff Human Resources-Benefits Office
Contact:
Marianne McIvor, memcvior@ucsc.edu 459-3993