retirement

2020 Pre-Retirement Planning Program: Estate Planning

Event Title:
2020 Pre-Retirement Planning Program: Estate Planning
Description:

****This event has been canceled and we hope to reschedule May/June 2020****

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 Friday March 6th. Registered enrollee will be notified if workshop is cancelled.

Start Date:
03/11/2020 - 2:30pm
End Date:
03/11/2020 - 4:00pm
Location:
Bay Tree Conference Center, Cervantes and Velasquez Conference Room
Unit:
Staff Human Resources-Benefits Office
Contact:
Tess Waldo, Benefits Office 459-3993

 

UC Retiree Health Insurance & Medicare Information Session

Event Title:
UC Retiree Health Insurance & Medicare Information Session
Description:

This information session is co-sponsored by the UCSC Benefits Office and presented by a Kaiser Permanente Medicare Consultant. Information will be applicable for all faculty, staff and retirees, regardless of retiree health insurance.
Covers: when to enroll in Medicare; how UC retiree health coverage works with Medicare; eligibility requirements; the different parts of Medicare (Parts A, B, C & D); continuing work past age 65; differences between employee medical coverage and UC retiree medical coverage.
All are welcome to attend.
Meetings are held at the
Kaiser Scotts Valley Medical Offices, Kaiser Community Room
5615 Scotts Valley Dr., Scotts Valley

Presenter: Julie Brady, Sr. Retiree Solutions Manager, Kaiser Foundation Health Plan, Inc.

Start Date:
11/04/2019 - 11:00am
End Date:
11/04/2019 - 12:30pm
Location:
Kaiser Scotts Valley Medical Offices, Kaiser Community Room
Unit:
Staff Human Resources-Benefits Office
Contact:
Marianne McIvor