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: Meghan Mough (HRCS) | Register | Flyer |
| May 28, 2026 | Pre-65 Health Insurance: Coverage When You Retire Between 62–64 Guest Speaker: Victoria Kistler, Senior National Account Manager (Amplifon) | Register | Flyer |
| 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 |
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.