Planning for your future is important, but sometimes it's hard to know where or when to start.  We encourage all members planning to retire to attend a Retirement Seminar to obtain information regarding retirement benefits and options.  All seminars are hosted by experienced Retirement Specialists, and are held in the ACERA Training Room at 475-14th Street, Oakland, California. 

Which seminar should you attend?

Pre-Retirement Seminar: Planning to retire within the next three years? ACERA reviews your retirement benefit formula, retirement allowance options, retirement application process, and post retirement benefits, including health, dental, vision, and death benefits.

Mid-Career Seminar:  Planning to work for Alameda County or an ACERA Participating Employer until you retire?  Ready to start planning?  ACERA will provide you with information about what it means to be a vested member and to participate in a defined benefit plan. Additional information is presented on reciprocal retirement agency benefits, service purchases, re-deposits, termination options, and benefit formula components.

 

Post Session- Wills, Trusts, and Powers of Attorney

Topics will include:

- What is a Power of Attorney?

- How do I utilize a Power of Attorney?

- How do I make sure I grant my agent appropriate powers?

- Why should I have a will?

- How does having a will affect ACERA death benefits?

Post Session- Impact of Divorce on ACERA Benefits

Topics will include:

- What is a community property state?

- How are benefits affected by community property laws?

- What do I do in the event of a Court Order?

- What documents are required by ACERA?

- How can I prevent delay of my retirement benefit payments?