Are you ready to start planning your next great adventure? We are excited to introduce Retirement Readiness, a virtual webinar series designed to help Pitt faculty and staff prepare for a successful and secure retirement.
Retirement Readiness: Your Passport to the Next Chapter
Think of Retirement Readiness as your personal retirement passport. Each session is a new stamp on your journey, covering the essential topics you need to know before you retire.
Topics covered throughout the series include:
- Retirement savings and investment options
- Retiree health benefits and coverage
- Social Security and Medicare
- Financial planning for life after work
- Estate planning, legal essentials, and legacy planning
- Mindfulness, wellbeing, and life after retirement
All sessions are offered virtually and are open to all faculty and staff, whether retirement is right around the corner or still a few years down the road.
Download and share the full series flyer with your colleagues to spread the word about all 10 upcoming sessions!
| Date | Topic | Registration Link | Shareable |
|---|---|---|---|
| May 27, 2026 | Your Retirement Roadmap: Administrative Steps to Get There Guest Speaker: Megan Mough (HRCS) | Closed* View Recording | Slide Deck |
| May 28, 2026 | Pre-65 Health Insurance: Coverage When You Retire Between 62–64 Guest Speaker: Victoria Kistler, Senior National Account Manager (Amplifon) | Closed* View Recording | Slide Deck |
| June 16, 2026 | Medicare & Social Security Benefit Strategies Guest Speakers: Jody Perez, WFS Administrative Supervisor-Older Adults Volunteer Services, Allegheny County, PA Medi Coordinator (PA MEDI/PACE) and Sara Thomas, Sr. Director, Wealth Management (TIAA) | Register | Flyer |
| June 17, 2026 | Post-65 Health Insurance: Navigating Your Benefits at 65+ Guest Speaker: Victoria Kistler, Senior National Account Manager (Amplifon) | Register | Flyer |
| July 14, 2026 | Retirement Ready: Income, Savings & Financial Planning Guest Speaker: Adam Rayburg, Wealth Management Advisor (TIAA) | Register | Flyer |
| July 16, 2026 | From Today to Tomorrow: Lifetime & Legacy Planning Guest Speaker Theresa Malmstrom, Director of Wealth Planning Strategies (TIAA) | Register | Flyer |
| July 29, 2026 | Protecting What You’ve Built: Estate Planning & Legal Essentials Guest Speaker: Prof. James Benedek, Pitt Law (Elder Law) | Register | Flyer |
| Aug. 11, 2026 | Mindfulness & Wellbeing in Retirement Guest Speaker: Jessie Love, UPMC WorkPartners | Register | Flyer |
| Aug. 12, 2026 | The Human Side of Retirement: What Science Tells Us About Aging Well Guest Speakers: Aditi U. Gurkar, PhD, Associate Professor of Medicine, Geriatric Medicine — Biological Aging and Interventions, and Lena K. Makaroun, MD, MS, Assistant Professor of Medicine, Geriatric Medicine — Social Influences on Aging, Health, Elder Abuse & Health Services Research | Register | Flyer |
| Aug. 13, 2026 | Life After Retirement: Lifestyle, Purpose & Planning Ahead Guest Speaker: Lisa Sharfstein, Director of the Osher Lifelong Learning Institute | Register | Flyer |
*Please be aware that the benefits outlined in these presentations are subject to change. The information provided is accurate as of the date of this presentation and is intended for general guidance only. Any future modifications or updates to benefits will be communicated as they occur.
Staff, Faculty, and Librarians under Collective Bargaining Agreements are governed according to the terms of the agreements.
Download Your Passport to the Next Chapter
Your personal Passport to the Next Chapter is a fillable, interactive guide that accompanies you throughout the series. Use it to:
- Track which sessions you've registered for and attended
- Take notes and capture key takeaways from each session
- Log your questions and next steps as you plan your retirement journey
- Keep all your retirement planning insights in one place
Whether you prefer to fill it out digitally or print it at home, your Passport is a handy companion you'll return to again and again.
Attended a Session? Share Your Experience
We’d love to hear from you! If you attended a session, please take a moment to complete our quick feedback survey. Your input helps us improve future programming.
Survey Link: Retirement Readiness Series Survey
Questions?
Submit an inquiry to Benefits or contact Benefits Customer Support at 833-852-2210, Monday-Friday, 8:30 a.m. to 5 p.m.