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Retirement Planning Seminars

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 held at ACERA, located at 475-14th Street, Oakland, California. 

Retirement Planning Seminars

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.

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 are eligible for retirement, what to expect after retirement, the benefits of ACERA membership, what your otions are if you leave employment, and more.

 

Seminar Post Sessions

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?

 

Retiree Educational Seminars

These Seminars are offered especially for ACERA's retired members.

Post Retirement Financial Planning: This educational session is offered in partnership with the County's Deferred Compensation provider, Prudential and 1st United Credit Union. The session will help you understand what it means to monitor investments, review expenses or investment fees, and make investment allocations. You will also learn a method for determining the rate you withdraw and spend your financial assets each year, as well as IRA withdrawal rules and the pitfalls of waiting to take withdrawals from retirement accounts. Advice on specific investments will NOT be provided.

To download a Post Retirement Planning presentation from 1st United Credit Union, Click Here (PDF reader required).

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 ACERA’s Medicare mandate and what plan choices are available to them. Specific Medicare enrollment materials will be provided to attendees during this seminar. 

 

 


Seminar Schedules

Retirement Planning Seminars and Post Sessions: For a schedule for all upcoming seminars and post sessions, Click Here.  [136 KB PDF]

Retiree Educational Seminars: For a schedule for all upcoming seminars and post sessions, Click Here. [1.34 MB PDF]

Reserve a Seat

Please call ACERA at (510) 628-3000 or (800) 838-1932 to schedule attendance.  Space is limited.

 

Seminar Materials

For your convenience, both seminar presentations are available for download (PDF reader required):

 


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