TO:       UC Santa Barbara Employees

 FR:        Ann-Marie Musto, Associate Vice Chancellor and
            Chief Human Resources Officer

RE:        New Retirement Counseling Services for Faculty and Staff

 

Dear Campus Community,

Human Resources is delighted to announce that our office is now offering Retirement Counseling Services for all faculty and staff. This new service is being funded by the Office of the Chancellor and the Office of the Executive Vice Chancellor and will be developed with the cooperation of  the UCSB Emeriti and Retirees Associations. It reflects our commitment to supporting you at every stage of your career, including the important transition into retirement.

Retirement is a significant milestone, and planning for it can feel both exciting and overwhelming. Our counseling services are designed to provide guidance, resources, and personalized support to help you make informed decisions about your financial, professional, and personal goals as you prepare for this next chapter.

The primary goal of this new service is to provide employees with additional support, beyond what is already provided through our partners at RASC and Fidelity, to assure that you feel confident, well-informed, and fully supported throughout your journey into retirement.

If you are close to  retirement and/or have any questions about retirement planning we welcome you to schedule a one-on-one in-person or zoom meeting with Lisa Romero, Retirement Counselor.  As a recent retiree, Lisa has returned to UC Santa Barbara to provide initial support to help launch this new service.  She has a wealth of experience and expertise in the retirement process.

Our dedicated Retirement Counselor will provide comprehensive support, including:

  • Timely and relevant information about all aspects of retirement planning.
  • Personalized consultations to discuss your unique needs and circumstances.
  • Tailored guidance and educational resources to help you effectively plan your future.

To schedule an appointment, please submit an HR ServiceNow ticket to Employee Services/Benefits/Retirement Process Support. Lisa can also be reached directly at Lisa.Romero@hr.ucsb.edu or 805-893-5163.

We encourage faculty and staff to take advantage of this service and connect with our team to schedule a session. Whether you are beginning to explore retirement options or are closer to making that transition, we are here to support you every step of the way.

We look forward to partnering with you in planning a rewarding and fulfilling retirement.