Pre-Retirement Program and Resources

Protecting your retirement savings and investments, having enough money to last a lifetime, and planning for your health care needs are all important considerations in preparing for your retirement from the university. Gain insight into JHU retiree benefits, legal and financial planning, Medicare, Social Security, and other aspects of retirement.

2025 Pre-Retirement Planning Programs

Whether you are within 10 years of retirement or in the early to midcareer stages, we are committed to providing you with information on a range of topics to help you in your planning. These topics include JHU benefits in retirement, personal financial planning, reducing stress around retirement planning, Medicare, Social Security, Estate Planning and more.

We offer several opportunities throughout the year to help you develop your individual retirement plan. These virtual programs include live webinars that you may access with any computer, tablet or mobile phone with internet connectivity.

In 2025 we’ll host our comprehensive, virtual Pre-Retirement Program (PRP) in the spring from April 21-May 2, and the fall from September 22-October 3, with two additional webinars held virtually in June. Continue reading to view the upcoming schedule and watch recordings from the spring event.

Upcoming Live Webinars

Let’s Talk About Social Security and Medicare

Tuesday, June 3 at noon

In addition to your retirement investment savings, Social Security benefits and the timing of your claims can significantly impact your retirement income forecast, so it’s important to learn how to maximize these benefits while preserving your savings and meet enrollment deadlines. Join Marsh McLennan Agency (MMA) independent investment advisors to review essential terms and concepts and plan for a bright retirement. Register here

JHU Benefits in Retirement

Wednesday, June 4 at noon

Join us to learn about benefits for university retirees, including medical and dental coverage, life insurance, tuition grant, pension and the 403(b) plan, vacation and sick time, and more. Time for Q&A to follow presentation. Register here

On-Demand Webinars

Mid-Career Topics

Aptia365 Medicare passcode: 13F#kY3r

Watch to learn about Aptia365 Retiree (formerly Mercer Marketplace 365+), an alternative to the JHU retiree medical plans for those 65 or older, providing access to the Mercer Retiree Exchange Platform and one-on-one help from a licensed retiree benefit counselor. Presented by Aptia365.

A Balanced Retirement Life passcode: qztzeS2!

Whether you are months or years away from retirement this session is for you. The goal of this seminar is to help you ask the right questions to make decisions in evaluating your retirement plans. Discover the key issues to consider in planning for your future and develop your current road map. Gain resources to decide when retirement may be right for you, and to focus on the positive aspects of retirement while preparing for the challenges. Presented by Holly McFarland, career development coach.

Let’s Talk Retirement: Determining Your Goals, Needs, and Investing Preferences passcode: Zy3@ex8h

Start with the basics and then build. In this session, you’ll learn the fundamentals of investing and how to maximize savings now and let your money grow. Along with explaining basic concepts, MMA Independent Advisors will define useful terms, demonstrate the importance of goal- and budget-setting, and help you ascertain your personal tolerance for risk. Presented by the Marsh McLennan Agency (MMA).

JHU Benefits in Retirement

Watch this presentation to learn everything you need to know about benefits for university retirees, including medical and dental coverage, life insurance, tuition benefits, pension and/or 403b plan, vacation/sick time, and more. Presented by JHU Benefits & Worklife.

Steps to Help Secure Your Income in Retirement: A Mid-Career Check-In

Only 34% of non-retirees think their retirement savings plan is currently on track*. A check-in at this stage of your career can help you take action now to set yourself up for greater financial security later. In this webinar, you’ll find out how to know where you stand, set financial priorities, optimize your savings and investments, and make a plan for lifetime income. Presented by TIAA.

*Board of Governors of the Federal Reserve System, “Report on the Economic Well-Being of U.S. Households in 2023: Executive Summary,” May 2024.

Age 55+ Topics

Let’s Talk About Social Security & Medicare passcode: eR5m+u?Y

In addition to your retirement investment savings, Social Security benefits and the timing of your claims can significantly impact your retirement income forecast. It’s important to learn how to maximize these benefits while preserving your savings. As you plan for a bright retirement, be aware that missing the initial Medicare enrollment deadline can complicate your options. Join the MMA advisor team to review essential terms and concepts that benefit all pre-retirees. Presented by the Marsh McLennan Agency (MMA).

Osher Lifelong Learning Institute & Community at Johns Hopkins passcode: fUt8f*$Q

Learn about a program that brings together curious and engaged adults with top quality courses, passionate faculty, and a community that loves learning. This webinar will help you learn more about the Osher at JHU program plus meet a few wonderful members who participate. Presented by Osher Lifelong Learning Institute.

Place Planning in Retirement passcode: %3+Wc*$Q

As we live longer and our circumstances change, where we decide to call home matters. This workshop will introduce the concept of place planning, which involves intentionally choosing where to live to maximize your health, social connection, purpose in life, and financial resources. Like most aspects of retirement planning, housing decisions are complex and highly personal, and they deserve careful consideration as part of a comprehensive retirement plan. Presented by the Financial Council.

The Retirement Mosaic

People often focus solely on money when considering retirement, which becomes the entirety of their retirement planning. While thinking through the financial implications of retirement is vitally important, it is insufficient because retirement is not just about how much money you have saved — it’s more so about what you have saved that money for. Watch this webinar to explore the non-financial aspects of retirement and learn a model that helps you consider a fuller view of retirement. This hands-on session will help you think through retirement’s big picture and give you tools to optimize your retirement experience. Presented by TIAA.

You Can See Retirement, But Have You Covered All The Bases? Where Does AI Fit in with Late Career Financial Planning? passcode: 6RQ%sCWb

You have spent your entire career saving and investing for retirement – now what? Take a look at the entire picture and make adjustments now to align your current retirement balance with your retirement income goals. MMA independent investment advisors and financial coaches can walk you through every year of retirement income projections aimed to cover your retirement and stay on the path to spending wisely. Presented by the Marsh McLennan Agency (MMA).