UW Retirement Association

Retirement transitions

Transitions workshop topics coming in 2017-2018:
  • Non-financial retirement planning: Who will I be without my job? (facilitated by Nancy Wick and Maurice Warner). Tentatively scheduled twice in the coming year: Monday, November 13, 2017, and Tuesday, March 6, 2018, both from 5:15 – 7:15 PM. Registration will open in early fall for the November workshop and in late winter for the March workshop.
  • Ducks in a row: Thinking through end-of-life decisions and documents (facilitated by People’s Memorial). Saturday January 27, 2018, 12:30 – 3:30 PM. Details and registration in late fall.
  • Also projected in the coming year, with details to come: an examination of the changing face of long-term care insurance industry; a three-part series on downsizing; and a forum on retirement housing.

Send an email to UWRA to receive registration details for Transitions workshops as they become available, or sign up to receive transitions updates here.

Transitions workshop materials from 2015-2016:
  • June 22: A forum on retirement housing. UWRA Executive Director Pat Dougherty provided an overview of retirement housing types and what to think about when considering a move. Then a panel of UWRA members answered questions about the thinking that has led each of them to their current living situation. If you couldn’t attend or would like a refresher, click to download a pdf of the PowerPoint slides or a pdf of the handouts that were provided.
  • January 21 and 28: A two-part information session on Long-Term Care insurance. Mary Childers, Consumer Advocacy Program Manager of the Washington State Office of the Insurance Commissioner, addressed the current state of the LTC industry in Washington and provided an overview of what consumers should look for in LTC brokers and policies. Longtime LTC broker and educator Ken Story led the second session, a detailed examination of the factors to compare when looking at LTC policies. Missed the workshops? Click  to download the PowerPoint slides: Consumer Advocacy slide show January 21 2016 or Ken Story LTC slideshow January 28 2016.

See also the retirement and financial planning workshops offered through UW Benefits, which are described here.

See also the National Association of Insurance Commissioners web page on long-term care insurance.