Retirement Counseling and Advisory Services

TO: Campus Community

FR: Lisa Romero, Director of Employee Services, Human Resources

RE:  Retirement Counseling and Advisory Services 

Since the launch of Retirement Counseling and Advisory Services in January, the dedicated team of accredited financial professionals has delivered personalized retirement counseling sessions to more than 1,000 University of California members. 

Now that we are in the midst of retirement season, we are excited to share a new scheduling video that details how to schedule a retirement counseling appointment using the RASC retirement portal.   We appreciate the hard work this team has put into providing this new and very important service and hope that you will find these resources helpful in your journey to retirement.