Retirement Planning

Regardless of age, it is never too early to begin thinking about one’s financial security after retirement. A crucial component of SBCERS mission is the commitment to assist our members as they make informed decisions about their financial future, at each stage of their career.

PRE-RETIREMENT WORKSHOPS

PLANNING TO RETIRE WITHIN TWO TO FIVE YEARS? SBCERS hosts Pre-Retirement Workshops for our members who are planning to retire within two to five years of the workshop date. The 2 hour workshops include presentations by:

  • Santa Barbara County Employees’ Retirement System: retirement eligibility, the retirement process, required documentation, payment options, insurance, and more.

  • Social Security Administration

  • Empower – Deferred Compensation Plan service provider

  • Retired Employees of Santa Barbara County (RESBC)

Q & A SESSIONS

It’s never too soon to learn about your retirement benefits.  Whether you are a new Retirement Plan member or you’ve been a member for a while, if you are interested in learning more about your retirement benefits, you are invited to attend a Question and Answer (Q&A) Session, held in Santa Barbara, Santa Maria and Lompoc. During these informal sessions which run approximately 1-1/2 hours, information will be presented about the various retirement plans and benefits and attendees will have ample opportunity to ask questions. No reservations are required for Q&As.  These sessions are designed for new members and long-time members alike.