We offer five informative classes, three of them, Retirement Benefits, Health Benefits, and Deferred Compensation, are customized for members who are either early through mid-career or nearing retirement. The other two classes, Social Security and myCalPERS & Your Retirement Options, are designed for everyone.  

Seating is limited and on a first-come, first-served basis. Classes are repeated throughout the day. You don't need to attend them in any specific order. Review the event schedule to plan your day.

Health classes are intended for those eligible for CalPERS health benefits, including most state and California State University (CSU) employees. If you work for a school district or public agency, check with your employer to confirm your eligibility before attending the health class. 

 

Early Through Mid-career

The earlier you develop an understanding of your retirement benefits, the more prepared you'll be to plan for your financial future. In this class you'll learn the basics about the different sources of retirement income, how your CalPERS retirement is calculated, purchasing service credit, pre-retirement death benefits, what happens if you leave your employer, the importance of establishing a CalPERS Special Power of Attorney, and other useful tools and resources.

CalPERS Retirement Benefits - Early Through Mid-Career Members (PDF, 2.45 MB)

This class is only for participants who have, or are eligible for, CalPERS health benefits.
It’s important to have a good understanding of your health benefits. You’ll learn about the role of your health benefits officer, eligibility and enrollment, contributions and vesting, health plans, COBRA, direct pay, and available tools and resources. This class includes a brief review for state members, dental and vision coverage.

CalPERS Health Benefits - Early Through Mid-Career Members (PDF, 1.82 MB)

In addition to your CalPERS retirement pension, another way to supplement your retirement income is through a deferred compensation plan. Learn why saving for retirement is more important than ever and how you determine the amount of money you might need in retirement. It's never too early to start saving for a secure future.

The information provided in the Deferred Compensation class is useful to all CalPERS members. This class is presented by the Savings Plus Program, which provides the 401(k) and 457 plans for state employees. If you're a public agency or school member, contact your employer or plan administrator about the plans available to you.

Deferred Compensation - Early Through Mid-Career (PDF)

Nearing Retirement

Retirement is something you look forward to, so it's important to understand your retirement benefits and be prepared to make the right decisions. In this class, you'll learn about the different types of CalPERS retirement, the three factors used in your pension calculation, retirement payment options, retirement estimates, the importance of establishing a CalPERS Special Power of Attorney, and other useful tools and resources.

CalPERS Retirement Benefits - Members Nearing Retirement (PDF, 2.55 MB)

This class is only for participants who have, or are eligible for, health benefits with CalPERS.
We’ll review your CalPERS health benefits including eligibility and enrollment to prepare for a smooth transition into retirement.   You’ll learn about the different types of plans that may be available to you along with Medicare and other useful tools and resources This class includes a brief review for state members, dental and vision coverage.

CalPERS Health Benefits into Retirement (PDF, 1.45 MB)

Learn how to manage and protect your deferred compensation after you retire. This class will help you evaluate your retirement needs and provide ideas on how to efficiently manage your assets. You'll learn about new retirement risks, the importance of reassessing your retirement needs, and how to use 401(k) and 457 plans to your advantage. In addition, you'll learn ways to minimize risk to create a dependable and lasting income stream.

The information provided in the Deferred Compensation class is useful to all CalPERS members. This class is presented by the Savings Plus Program, which provides the 401(k) and 457 plans for state employees. If you're a public agency or school member, contact your employer or plan administrator about the plans available to you.

Deferred Compensation - Nearing Retirement (PDF)

All

Attend this class to discover helpful information and tools available on our CalPERS website and my|CalPERS. We’ll review how to use my|CalPERS to find your personal account details. We’ll then delve into the available retirement options and explain how they work. Wrapping up the class we’ll discuss working after retirement and the general rules and requirements you should consider before accepting any position in retirement.

my|CalPERS & Your Retirement Options (PDF, 2.41 MB)

Gain a general understanding of the Social Security benefits available to you and your family. Topics include basic Social Security benefits, the Windfall Elimination Provision (WEP), Government Pension Offset (GPO), and Medicare. In addition, you'll learn how to access your my Social Security account and the features and resources available to you.

Social Security - With You Through Life's Journey - Social Security Sponsored (PDF, 1.70 MB)

Social Security - Making Sense of Social Security - CalPERS Sponsored (PDF, 1.14 MB)

How Social Security Can Help You Plan for Retirement (Video)