UW Retirement Association

Retirement transitions

UWRA offers programming to help you make the transition from employment to retirement, and to help you meet the challenges of life transitions that continue throughout your retirement years.

  • PRE-RETIREMENT TRANSITIONS WORKSHOPS — exploring the experience of retiring
    • WHAT’S NEXT? Panel and discussion on retiring after a lifelong career in academics, featuring recently retired UW employees. Separate sessions tailored to faculty and staff. These workshops are typically offered in spring quarter.
    • NON-FINANCIAL RETIREMENT PLANNING. An interactive, discussion-based workshop to help plan for a meaningful and fulfilling post-retirement life. Suitable for current employees approaching retirement as well as for recent retirees.
  • AGING WELL — stand-alone sessions with tools to prepare you for the tasks of aging
    • RETIREMENT HOUSING: Explore the decision-making process surrounding moving to a retirement community (or not), including financial information and a panel with current residents, February and March, 2023. Technology to support aging in place, April 2023.
    • HEALTH & WELLNESS: Dental needs of older adults, October 2022.
    • CAREGIVING: Working with a care manager, September 2022. Understanding palliative care, November 2022.
    • PLANNING & PAPERWORK: Understanding the Death with Dignity law, December 2022. Documents for end of life planning, January 2022.

Watch or subscribe to UWRA’s calendar to receive details about Transitions workshops as they become available, or email UWRA any time. Recordings of past presentations are on UWRA’s Program Videos page.

RESOURCES – Materials from past Transitions workshops
  • RETIREMENT HOUSING: Former UWRA Executive Director Pat Dougherty provided an overview of retirement housing types and what to think about when considering a move. Click to download a pdf of the PowerPoint slides or a pdf of the handouts that were provided.
  • 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 gave a detailed examination of the factors to compare when looking at LTC policies. 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.