Webinar: Preparing for Retirement: The Basics

Are you going to be retiring in the next two to five years? Season Professionals and Retirees Community colleagues will answer some of the perennial questions about retirement, such as: What should I do now to prepare for retirement? Will I have enough money to live the way I want to after retirement? What do I need to know about insurance?  What questions should I ask my HR department? Are Medicare and Social Security really so complicated?  

Retirement represents a pivotal life transition that requires planning and preparation. This session reframes retirement as a holistic, intentional transition—one that considers financial readiness alongside emotional, social, intellectual, and physical well-being.  

Through reflection, discussion, and practical tools, attendees will leave prepared for retirement thoughtfully, whether for themselves or in supporting others, creating a path marked by confidence, clarity, and fulfillment. Relevant resources will be shared. 

About the Presenters

• Tim Moore’s career traversed institutions including the University of Louisville, Southern Methodist University, Dartmouth College, the University of Nebraska, Idaho State University, and Southwest Minnesota State University. Retiring from full-time roles in April 2023 after 42 years in student affairs, campus activities, and union administration, Tim has left an indelible mark on the profession. He has been honored with the Lifetime Membership Award from NACA and the Emeritus Award from ACUI. Tim remains active, presenting at professional association conferences and serving on project committees. Additionally, he provides consultation for institutions, coaches professionals, and publishes articles. His current intellectual pursuits focus on leadership, design thinking, innovation, brand development, service, experience creation, event management, organizational development, and the future of work.
• Mike Goode retired from Davidson College in 2024 after 32 years serving in various roles in the Davidson College Union. Currently goofing around, helping folks, turning wood, and working for change in our approach to the environment and democracy. 
• Victoria Angis is retired from Castleton University after 42 years, Victoria is the co-leader of the Seasoned Professional & Retirees Community of Practice. She has previously served as ACUI regional representative, committee chair, and vice-president of committees and networks. She is a recipient of the Butts-Whiting Award.

Core Competencies

• Human Resources

Learning Outcomes

• Gain an understanding of the considerations to be addressed in preparing for retirement. Understand institutional approaches to supporting professionals in navigating retirement planning. 
• Review the aspects of retirement that need to be considered. Identify the multiple dimensions—financial, emotional, social, and professional—necessary for a successful retirement transition. Understand key aspects of retirement preparation, including healthcare planning, financial management, estate planning, and long-term care considerations. 
• Gain an understanding of ways to be successful in retirement. Leave with actionable insights to prepare for their retirement or support others through this essential and often overlooked stage of the professional journey. 

Registration Details

• Individual at Premium or Full Tier Member Campus: Free
• Individual at Digital Tier Member Campus – $20
• Individual at Nonmember Campus – $50

Each person who wants access to event or resources following event should register individually. Members must be associated with the correct campus account to receive the $0 rate, where applicable; please contact acui@acui.org with questions or issues.