Retirement Planning Seminars

Overview

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 (3 hr.)

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 if you leave employment
  • Reciprocity with other agencies, service credit purchases, and vesting
  • Much more

New Employee / Mid-Career Seminar Presentation Handout

Deferred Compensation 457(b) Handout - Pursuing the Future You Imagine

 

Pre-Retirement Webinar (3 hr. 15 min. + 45 min. optional post session)

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 Webinars

2024

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

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

February 23 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

February 22 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

2023

November 15 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

November 14 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

August 23 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

August 22 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

May 2 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

May 3 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

February 15 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

February 14 New Employee/Mid-Career Seminar (Includes 457(b) Presentation)

2022

August New Employee/Mid-Career Seminar

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

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

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 Webinars

2024

August Pre-Retirement Seminar (Includes 457(b) Presentation)

May Pre-Retirement Seminar (Includes 457(b) Presentation)

January Pre-Retirement Seminar (Includes 457(b) Presentation)

2023

November Pre-Retirement Seminar (Includes 457(b) Presentation)

August Pre-Retirement Seminar (Includes 457(b) Presentation)

May Pre-Retirement Seminar (Includes 457(b) Presentation)

March Pre-Retirement Seminar (Includes 457(b) Presentation)

February Pre-Retirement Seminar (Includes 457(b) Presentation)

January Pre-Retirement Seminar

January Deferred Compensation 457(b) Post Session

2022

November Pre-Retirement Seminar

November Deferred Compensation 457(b) Post Session

August Pre-Retirement Seminar

August Deferred Compensation 457(b) Post Session

May Pre-Retirement Seminar

May Deferred Compensation 457(b) Post Session

March Pre-Retirement Seminar

March Deferred Compensation 457(b) Post Session

February Pre-Retirement Seminar

February Deferred Compensation 457(b) Post Session

January Pre-Retirement Seminar

January Deferred Compensation 457(b) Post Session

2021

November Pre-Retirement Seminar

November Deferred Compensation 457(b) Post Session

August Pre-Retirement Seminar

August Deferred Compensation 457(b) Post Session

Note: We’ve removed all of the previous seminar video links because they contained outdated information.

Special Webinars

2023

August WIC Special Retirement Planning Webinar

2022

October LARPD Special Retirement Planning Webinar

Sign Up For Webinars Here