1. Making a Successful Transition into Retirement Services available from USC’s Center for Work & Family Life

2. About CWFL USC benefit since 1980 Available to all benefits-eligible staff, faculty, nurses, physicians, and retirees Free, voluntary, confidential services Offices on HSC and UPC campuses Our staff are mental health professionals who are experts in human behavior within work organizations

3. About CWFL Our goals are to: Provide solutions that allow employees to reach their highest levels of productivity, performance and job satisfaction And act as an on-campus support system until those solutions and outcomes are in place We accomplish those goals through: Free counseling Professional coaching Workshops on interpersonal skills

4. About CWFL We focus upon Work-Life balance Stress management Wellness Effective communication

5. How we can help you make the transition into retirement Help you identify your money management style And reduce tension for couples who have differing styles Help you adopt helpful, new habits For better financial health and physical health Help you strengthen your resilience and stress management skills To navigate the bumpy parts of the journey Serve as a support system through the transition

6. Truisms About Transition 1. Money matters always have an emotional component Essential skill: learn your money management style 2. Transitions take us out of our comfort zone Essential skill: openness to experience 3. To adapt, we must discover what new learning is required to make the transition successfully Essential skill: embracing curiosity and lifelong learning 4. Transitions have less to do with endings and more to do with beginnings Essential skill: letting go of the unmanageable and becoming proactive

7. Retirement Personality Profiles PLANNER— 27% SAVER— 23% (1 in 4) STRUGGLER— 16% (1 in 6) IMPULSIVE— 18% (1 in 5) DENIER— 15% (1 in 6) Source: Employee Benefit Research Institute

8. Contacting CWFL 2 locations UPC in the Figueroa building HSC in the Soto-I building Phone (213) 821-0800 Email cwfl@usc.edu Web www.usc.edu/worklife