Near Retirement Webinars

Attend a webinar or benefits planning session

Overview

As a near-retirement CalSTRS member, we suggest the below webinars and benefits planning sessions. Learn how to make the most of your CalSTRS membership below.

COVID-19 updates

To protect our members in response to the COVID-19 pandemic, we have formatted our in-person workshops to online webinars. We are committed to providing the same educational workshops in webinar format so you can continue to take an active role in your retirement from the safety of your home.

We have updated our website security features. You must use a current browser to register for a webinar.

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Near Retirement Event
February 11-24

Understanding your CalSTRS benefits is important as you approach retirement. Register today for one or more of these webinars that will help you decide if it’s a good time for you to retire, the decisions you’ll need to make, what to expect in retirement, and how to protect your income once you’re retired.

Near Retirement: Learn and Discover

Retirement will be here soon. Are you prepared? As a CalSTRS member, you have access to valuable tools, resources and services assisting you throughout the planning and decision process. Register today and learn how to:

  • Use the online tools found throughout CalSTRS.com and in your myCalSTRS account
  • Understand and make use of your Retirement Progress Report
  • Provide money for a loved one after your passing
  • Estimate your future retirement benefit using our online calculator

Register now

Retire Now or Later

Are you trying to decide when to retire? Have you been offered a retirement incentive? If you’re comfortable with technology and want to better understand your retirement options and calculate your own retirement estimates, this webinar is for you. With the guidance of a CalSTRS benefit specialist, you’ll learn how to:

  • Access CalSTRS’ online resources.
  • Log in to your myCalSTRS account and access your Retirement Progress Report.
  • Use the CalSTRS Retirement Benefits Calculator to generate retirement estimates.
  • Determine if you can retire now or later.

You’ll be using myCalSTRS during this webinar, so be sure you’re registered and that your account information is up to date.

Handouts

Register now

Protect Your Future

Many retirees underestimate their retirement income and expenses. Being realistic, planning ahead and learning ways to mitigate common obstacles, including inflation, scams and rising health care costs, can help you make sure your money lasts throughout your retirement.

In this webinar, you’ll learn how to identify your income sources, ways to reduce the risks of underestimating your expenses and strategies for withdrawing your invested dollars. You’ll also get a step-by-step guide to choosing a financial professional.

Handouts

Protect Your Future workbook

Register now

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Application Roundtable Demonstration

People in suits taking notes

Ready to retire? Have you made your retirement decisions? Get hands-on assistance with your CalSTRS Service Retirement Application in an interactive, small group setting with other CalSTRS members.

Register for the Paper Service Retirement Application Demonstration webinar

In this webinar, a CalSTRS benefits specialist will walk you through how to complete and submit your Service Retirement Application in paper format, as well as show you how to update your one-time death benefit recipient.

Handouts

Register now

Register for the Online Service Retirement Application Demonstration webinar

In this webinar, a CalSTRS benefits specialist will walk you through how to use your myCalSTRS account to complete and submit your Service Retirement Application online, as well as show you how to update your one-time death benefit recipient.

Handouts

Register now

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Start Saving Now With Pension2

Woman leaning on a fence looking out over water

Saving for retirement may seem far from your mind right now, but supplemental savings are essential to ensuring you have enough money to retire comfortably. Due to compound interest, saving earlier in your career is far more valuable than saving later. The CalSTRS Pension2® program works in tandem with your Defined Benefit Program and Defined Benefit Supplement accounts. Join this online workshop to see why saving now with Pension2 is important.

Handouts

Register now

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Protect Your Future

Top portion of "Protect Your Future" workshop flyer

Many retirees underestimate their retirement income and expenses. Being realistic, planning ahead and learning ways to mitigate common obstacles, including inflation, scams and rising health care costs, can help you make sure your money lasts throughout your retirement.

In this webinar, you’ll learn how to identify your income sources, ways to reduce the risks of underestimating your expenses and strategies for withdrawing your invested dollars. You’ll also get a step-by-step guide to choosing a financial professional.

Handouts

Protect Your Future workbook

Register now

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My Retirement Decisions

Woman on a kayak with man in background

This hands-on online workshop is designed for CalSTRS members who are close to retirement and looking for information to make informed decisions. You’ll learn how to calculate your retirement benefit and how to choose your retirement date. You’ll also find out about beneficiary options, service retirement forms, your Defined Benefit Supplement account and working after retirement parameters. Prepare for the retirement you want by getting the information you need.

Handouts

Register now

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Retire Now or Later

Man sitting on a chair with a laptop

Are you trying to decide when to retire? Have you been offered a retirement incentive? If you’re comfortable with technology and want to better understand your retirement options and calculate your own retirement estimates, this webinar is for you. With the guidance of a CalSTRS benefit specialist, you’ll learn how to:

  • Access CalSTRS’ online resources. 
  • Log in to your myCalSTRS account and access your Retirement Progress Report.
  • Use the CalSTRS Retirement Benefits Calculator to generate retirement estimates.
  • Determine if you can retire now or later.

You’ll be using myCalSTRS during this webinar, so be sure you’re registered and that your account information is up to date.

Handouts

Register now

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Individual Benefits Planning Session

Man and woman reviewing documents

Explore your CalSTRS benefits and services with the help of a CalSTRS benefits specialist in a confidential, one-on-one setting.

The CalSTRS individual benefits planning sessions cover:

  • Your personalized CalSTRS benefit estimates.
  • Beneficiary options and how to leave a lifetime benefit to your loved ones.
  • How to purchase service credit and what happens to your unused sick leave.
  • Concurrent retirement—retiring from more than one California public retirementsystem.
  • Considerations pertaining to healthbenefits, Medicare and Social Security.

For available session dates and times, simply call 800-228-5453 and select option 3.

Handouts

If you are having problems opening a PDF file, download and install Adobe Acrobat Reader DC.

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Group Benefits Planning Session

Man assisting older people with documents

Explore your CalSTRS benefits and services with the help of a CalSTRS benefits specialist in a confidential, yet interactive, small group setting with fellow educators.

The CalSTRS and Your Retirement group session covers:

  • Your personalized CalSTRS benefit estimates.
  • Beneficiary options and how to leave a lifetime benefit to your loved ones.
  • How to purchase service credit and what happens to your unused sick leave.
  • Concurrent retirement—retiring from more than one California public retirement system.
  • Considerations pertaining to health benefits, Medicare and Social Security.

Advance registration is required.

Simply call 800-228-5453 and select option 3.

Handouts

If you are having problems opening a PDF file, download and install Adobe Acrobat Reader DC.