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Home > Membership >
Retirement Planning Seminars for Early, Mid, and Late Career Planning
Planning for your future
is important, but sometimes it's hard to know where or when to start.
Here at ACERA, we encourage all members to attend a Retirement Seminar
to obtain information regarding retirement benefits and
options. Read below to see which seminar is best suited for
you.New Employee Seminar: For ACERA members with less than 5 years of service, learn what you need to know to prepare for retirement, when you become eligible for retirement, what to expect after retirement, the benefits of ACERA membership, what your options are if you leave employment, and more. Mid-Career Seminar: Planning to work for Alameda County or an ACERA Participating Employer until you retire? ACERA will provide tell you about what it means to be a vested member and to participate in a defined benefit plan. Well also present information on reciprocal retirement agency benefits, service purchases, re-deposits, termination options, and benefit formula components. Pre-Retirement Seminar: Planning to retire within the next four years? ACERA reviews your retirement benefit formula, retirement allowance options, retirement application process, and post retirement benefits, including health, dental, vision, and death benefits. Plus, learn how vacation sell affects your retirement. Seminar Post Session Wills,
Trusts, and Powers of Attorney
Who should come?... Anyone What is a Power of Attorney? The purpose of legal documents 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? Seminar Schedule 2013 ACERA
Retirement Planning Seminars*
* Seminars and/or post-sessions may be cancelled for insufficient registration Printer-Friendly 2013 Retirement Seminar Schedule (PDF). Seminar Materials For your convenience, seminar presentations are available for download (PDF reader required):
Pre-Retirement Seminar [2 MB PDF]
Mid-Career Seminar [1 MB PDF] New Employee Seminar [1 MB PDF] Medicare Transition: ACERA will explain and assist you with the transition from your ACERA pre-Medicare medical plan into one of the Medicare medical plans offered by ACERA. Members who will be turning age 65 within 60 days prior to the seminar will receive an invitation to attend this informative session and learn more about ACERAs Medicare mandate and what plan choices are available to them. Specific Medicare enrollment materials will be provided to attendees during this seminar. 2013 ACERA Retiree Medicare Transition Seminars**
**Seminars
and/or post-sessions may be cancelled for insufficient registrants.
Post-Sessions start at Noon. Please call ACERA at (510) 628-3000 or (800) 838-1932 to schedule attendance. Space is limited. For driving directions and parking information, Click Here. |
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