The Confident Retiree Webinars provide you with the knowledge, tools and resources to enjoy a comfortable retirement.
Attend our new webinar, “Getting Your Affairs in Order: Essential Planning for Peace of Mind,”and discover how to::
- Prevent family stress and confusion by putting the right legal protections in place (wills, trusts, powers of attorney, healthcare directives).
- Avoid costly mistakes by learning which important papers to gather—and how to organize them—before an emergency strikes.
- Ensure your money goes where you intend by updating beneficiary designations.
- Spare loved ones from delays or financial gaps by preparing for what happens when UC benefits end.
- Safeguard your retirement savings against fraud with simple cyber-protection steps every retiree should know.
Thursday, November 6, 2025
1:00 p.m. – 2:00 p.m. PT
Register
Friends and family are encouraged to attend.
About the Legacy Planning Series
This webinar is the second in UC’s new three-part Confident Retiree series called Legacy Planning – Peace of Mind for You and Your Loved Ones.
Together, these sessions are designed to help UC retirees and their families prepare for the future by protecting savings, organizing personal affairs, and ensuring survivors can access UC benefits when it matters most.
What’s next in the Legacy Planning series?
Part 3: Essential Steps to Access UC Benefits and More for Survivors and Beneficiaries is coming in early 2026!
In case you missed it, you can view a recording of Part 1: Preserving Your Savings for Future Generations here and the slide deck here.
