Retirement Planning Seminars

Overview

To prevent the spread of COVID-19, all seminars will be held solely as webinars until further notice.

Planning for your future is important, but sometimes it’s hard to know where or when to start. We offer webinars to help you plan for retirement during your early, mid, and/or late career. If you want to know more about your ACERA retirement and how it works, attend a webinar.

However, if you are already familiar with the retirement system, and are ready to submit retirement paperwork, visit our Applying to Retire page.

Webinar Options

New Employee / Mid-Career Webinar (2.5 hours)

For new employees and mid-career members wanting to plan for retirement

You will learn about:

  • How to start your retirement preparation now
  • How to utilize a 457(b) account to supercharge your retirement savings while lowering your taxes now—guest experts from the Deferred Compensation Program will tell you how
  • Your benefits as an ACERA member
  • Your options are if you leave employment
  • Reciprocity with other agencies, service credit purchases, and vesting
  • Much more

New Employee / Mid-Career Seminar Presentation Handout

The Importance of Your Deferred Compensation 457(b) Plan Presentation Handout

 

Pre-Retirement Webinar (3 hours)

For members retiring in the next 3 years

You will learn about:

  • How to get an estimate of your future retirement benefit
  • How the retirement benefit calculation works
  • How selling or cashing out vacation affects your retirement
  • How to choose your retirement date
  • How to choose your retirement option
  • What medical, dental, vision, and death benefits are available
  • How to actually retire

Pre-Retirement Seminar Presentation Handout

Retirement Planning Worksheet

 

Deferred Compensation 457(b) Retirement Readiness Post Session (45 minutes)

Starts Directly After Pre-Retirement Webinar

Experts from the Deferred Compensation Program will tell you how you can utilize a 457(b) account to supercharge your retirement savings while lowering your income taxes. Learn about catch up payments you can make leading up to retirement. Find out about how you need to take disbursements from your 457(b) account after retirement.

Deferred Compensation 457(b) Retirement Readiness Presentation Handout

 

Watch Anytime: Past Webinar Recordings

New Employee/Mid-Career Seminars

2021

August New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

May New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

February New Employee/Mid-Career Seminar

February Post Session – The Importance of Your 457(b) Deferred Compensation Plan

2020

October New Employee/Mid-Career Seminar

June New Employee/Mid-Career Seminar

May New Employee/Mid-Career Seminar

Pre-Retirement Seminars

Please Note: The explanation of limits on vacation pay in the Highest Average Monthly Salary calculation changed on June 18, 2021 making all of our past Pre-Retirement webinars outdated. We’ve edited the May 2021 video to remove the outdated information. We will update this page with a new video as soon as we can.

2021

May Pre-Retirement Seminar

May Deferred Compensation 457(b) Post Session

 

Sign Up For Webinars Here