Learn and Plan

We offer several opportunities throughout the year to help faculty, staff, and bargaining unit members nearing retirement to better understand the ins and outs of health care coverage, legal and financial planning, and even considerations such as where you’ll live and how you’ll spend your time in your post-work years. If you’re aged 55+ or within five years of retirement, you can register for one of the events below. You are encouraged to involve a spouse, partner, or anyone else supporting you in your retirement planning.

JHU Benefits in Retirement

To learn about the eligibility criteria to qualify for retiree benefits, review retiree health coverage costs, and read an overview of benefits in retirement, view the options here.

Watch!  Click here to view a list of recorded webinars, including JHU Benefits in Retirement.

Pre-Retirement Programs and Summer Conference

NEW VIRTUAL PRE-RETIREMENT PROGRAM FOR ALL FACULTY, STAFF AND BARGAINING uNIT mEMBERS

The September 19 and October 9 in-person Pre-Retirement Programs are cancelled due to COVID-related restrictions.

Register!  Sign up for the virtual Pre-Retirement Program being held from September 21 to October 1, 2020. (Please note: The Medicare session scheduled for September 24 has been cancelled.)

Watch!  Click here to view a list of recorded webinars from the June 2020 virtual Pre-Retirement Program.  Topics include financial and legal planning, understanding Medicare, JHU Benefits in Retirement, and Retire Right.

Pre-REtirement Seminar For faculty and senior staff

See Agenda

Register      Saturday, April 25 at JH@ Eastern

Register     Saturday, September 19 at JH @ Eastern

Pre-Retirement Seminar For support staff and bargaining unit members

See Agenda

Register       Thursday, April 30 at JH@Keswick

Register       Friday, October 9 at JH@ Keswick (cancelled)

 

Pre-Retirement Conference For All Faculty, staff and bargaining unit members

This conference includes sessions dedicated to Medicare and Social Security.  We have two financial planning sessions that run simultaneously.  You may only register for one of the options below.

See Agenda

Register      Wednesday, June 24 at Turner Concourse – Financial Planning Session with Bill Leeb 

Register       Wednesday, June 24 at Turner Concourse – Financial Planning Session with Drew Tignanelli 

Retire Right Workshop

Johns Hopkins’ Retire Right one-hour informational session can help you consider some of the social aspects of retirement, such as where you’ll live, what you’d like to achieve in retirement, and how you’ll remain intellectually engaged. A Retire Right session is included in the daylong pre-retirement planning seminars offered each spring and fall, and the one-hour session is also offered on its own throughout the year. Look for future announcements.

JHU faculty, staff, and bargaining unit members who attend Retire Right can also request individualized supportive counseling from a JHU Lifespan Services Consultant, who can offer more guidance on planning for a smooth transition. Contact the Benefits Service Center at 410-516-2000.

Watch!  Click here to view a list of recorded webinars from the June 2020 virtual Pre-Retirement Program.  This list includes the one-hour Retire Right workshop.

Financial Planning

INDIVIDUAL CONSULTATION

Make an appointment with your 403(b) retirement plan providers for a one-on-one consultation to ensure you are on-track for meeting your investment goals.  Check the investment vendor schedule for available times and locations.

ON-DEMAND VIDEOS

Maximize Social Security in Your Retirement Strategy – This workshop from Fidelity will help you understand different Social Security claiming strategies and how to take the next step to create your retirement income plan.

Prepare for the Reality of Health Care in Retirement – This workshop from Fidelity will help you to understand the costs of health care in retirement and how you can prepare for them.

ON-LINE RESOURCES

Fidelity has on-demand videos on preparing for retirement as well as other financial topics.  Check out their website for upcoming videos from their calendar.

Visit TIAA’s website to access planning tools and read articles on a variety of retirement topics.  This website is a good resource that will walk you through the steps of planning.  If you feel stuck or don’t know quite where to start, give this a try.

Vanguard also has on-demand videos and on-line lessons.  Scroll down to find the series on “How to get ready to retire”.  You’ll fine helpful lessons on turning savings into income, the key dates to retirement, how to create an estate plan, and more.

VIRTUAL PRE-RETIREMENT PROGRAM

Watch!  Click here to view a list of recorded webinars from the June 2020 virtual Pre-Retirement Program.  Among others, topics include financial considerations.

Legal Planning

In addition to a will, there are two other important legal documents all adults should have. The advance medical directive allows an individual to appoint someone to make medical decisions on their behalf if they are unable to. Maryland residents may use a free template available from the Office of the Attorney General. A financial power-of-attorney allows an individual to appoint someone to make financial or legal decisions on their behalf. There are different types of powers-of-attorney that offer very broad or very limited powers and you should choose the one that’s right for you. If you want guidance, an elder law attorney is a professional who can assist you.

Through “mySupport you and your household family members have access to free legal templates and are entitled to a free, 30-minute consultation with an attorney to answer basic questions. Legal templates and free consultation are also available to university employees insured through our life insurance provider, Securian Financial.

If you are enrolled in MetLife Legal, you and your spouse may create these legal documents at no cost.

Watch!  Click here to view a list of recorded webinars from the June 2020 virtual Pre-Retirement Program.  Among others, topics include legal considerations.

Medicare

Medicare.gov is the official website for Medicare.  Learn how to apply and understand the different parts of Medicare.  You’ll also see information on costs, supplements, and plan-finders.

Your local State Health Insurance Assistance Program (SHIP) can provide individual education and support. Some offices even offer educational workshops.

Watch!  Click here to view a list of recorded webinars from the June 2020 virtual Pre-Retirement Program.  Among others, topics include Transitioning to Medicare.

Social Security

Create an account at ssa.gov to review your earnings history, estimate your future benefits and understand and apply for retirement benefits.

Maximize Social Security in Your Retirement Strategy – on-demand video

This workshop from Fidelity will help you understand different Social Security claiming strategies and how to take the next step to create your retirement income plan.

Watch!  Click here to view a list of recorded webinars from the June 2020 virtual Pre-Retirement Program.  Among others, topics include “How can I Maximize my Pension and Social Security?”.