Near Retirement Workshops

Attend a Workshop or Benefits Planning Session

Overview

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

Sign up for CalSTRS workshops.

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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.

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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.

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Application Roundtable

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.

During this group session, you’ll be able to:

  • Get personal assistance with your application from a CalSTRS benefits specialist.
  • Complete and submit your CalSTRS Service Retirement Application.
  • Update your one-time death benefit recipient.
  • Bring your spouse or partner to sign your application.
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Pension2

Woman leaning on a fence looking out over water

Identify smart way to save more for your future.

Looking for a smart way to save more for your future? In this Pension2 workshop, you’ll learn:

  • How much of your retirement income will come from your CalSTRS monthly benefit.
  • Determine the gap between your CalSTRS benefit and your retirement income goal.
  • See why it pays to start a 403(b) or 457(b) account sooner rather than later.
  • Learn how Pension2’s Easy Choice Portfolios can simplify your investing decisions.
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Protect for 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, rising health care costs and scams, can help you make sure your money lasts throughout your retirement.

  • Identify your guaranteed and non-guaranteed income sources.
  • Learn ways to reduce the risks of underestimating your expenses.
  • Learn strategies for withdrawing your invested dollars.
  • Get a step-by-step guide to choosing a financial professional.
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My Retirement Decisions

Woman on a kayak with man in background

Learn about your retirement decisions and more by attending the My Retirement Decisions Workshop.

In this workshop, you’ll learn:

  • How we calculate your CalSTRS monthly retirement benefit.
  • The options you can choose if you want to provide a lifetime monthly benefit to your survivors—and how each option would affect your monthly benefit.
  • Your choices for receiving the funds in your Defined Benefit Supplement account, if you have one.
  • Ways to submit your Service Retirement Application.
  • What you need to know if you return to work in the California public school system in retirement.