2024 Retirement Series

The decision to retire is one of the most consequential and difficult decisions faced by any employee. It requires that we step away from a professional journey that for most began several decades earlier and that we find other pursuits that give purpose and meaning during the next chapter of our lives. For many, the decision to retire is compounded by financial uncertainty related to life savings, investment returns, future expenses, and the anxiety associated with this uncertainty. While everyone’s path to retirement looks different, we understand the significance of this decision and the careful planning involved. Whether you are considering retirement in the near term or it is still many years out, Human Resources is pleased to provide upcoming information sessions and a new financial planning benefit to help colleagues get ready to retire and gracefully step into the next chapter of their lives.

Transamerica Getting Ready to Retire Seminar
July 9, 10 AM - 12 PM

Join us for an educational seminar aimed at empowering you to navigate the complexities of retirement with confidence. Led by retirement planning experts from Transamerica, this session will cover essential topics such as:

• Financial Planning
• Healthcare Considerations
• Lifestyle Adjustments
• Income Sources
• Estate Planning

In reviewing these areas, the goal is simple: to help you retire on your terms and on your timeline.

Pepperdine Planned Giving Lunch & Learn
July 11, 12 - 1 PM

Estate planning is a major component of your retirement plan, ensuring your assets are managed and distributed to your liking, under the oversight of those you trust, and with your best interests. Pepperdine’s Planned Giving office will deliver a Lunch & Learn informing you of: 

• How to establish an estate plan,
• Tax planning strategies to minimize taxes in retirement
• The estate planning resources available to you as a Pepperdine employee, provided at no cost or obligation to give to Pepperdine. 

By attending this session, you will gain the skills needed to create your estate plan, understand how it fits into your larger retirement plan, and get your questions answered by in-house Pepperdine experts.

Benefit Financial Services Group Certified Financial Planning

To aid you in planning for the future, Pepperdine has recently unveiled a new financial planning benefit in partnership with Benefit Financial Services Group (BFSG). 

This benefit, called Personal Financial Strategies, is available to all participants of Pepperdine’s retirement program, regardless of income level or stage of life. Through this benefit, you have access to a Certified Financial Planner (CFP) who can review your financial situation, help you clarify your financial goals and objectives, and develop a financial plan personalized to you.

To reserve an appointment today with a Certified Financial Planner you may email financialplanning@bfsg.com, or call (949) 955-3031.