retirement

2019 Pre-Retirement Planning Program: Estate Planning

Event Title:
2019 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:
03/06/2019 - 2:30pm
End Date:
03/06/2019 - 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 Workshop

Event Title:
UC Retiree Health Insurance & Medicare Workshop
Description:

This information session is co-sponsored 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 UCSC Scotts Valley Center-Conference Room 1101. Directions https://shr.ucsc.edu/contact/directions.html
Presenter: Julie Brady, Sr. Retiree Solutions Manager, Kaiser Foundation Health Plan, Inc.

Start Date:
01/22/2019 - 1:00pm
End Date:
01/22/2019 - 2:00pm
Location:
UCSC Scotts Valley Center-Conference Room 1101
Unit:
Staff Human Resources-Benefits Office
Contact:
Marianne McIvor