Retirement Planning Guide

Reaching retirement is an accomplishment for you to celebrate. Navigating the transition from employed to retired requires planning and preparation. Western’s Human Resources Office has assembled the tools and resources you need to smoothly make this life transition, all of which can be found on this website. We are here to support you and provide assistance along the way.  Below is a road map to guide your journey towards this incredible achievement.  Click on a timeline to explore the planning process.

Retirement Timeline

Below, please review your retirement checklist based on your targeted date of retirement. If you are planning to retire within 6 months and have not yet looked at the first two checklists, we strongly encourage you to start there to be the most successful in your retirement process.

The following checklists are a tool to assist you in your retirement planning. It does not constitute legal or financial advice from Western Oregon University. We recommend you work with a certified financial adviser to review the information you gather from these resources.

If you have any questions or concerns during your retirement process, please do not hesitate to contact our office.


Human Resources

P: 503-838-8490 | F: 503-838-8522 | E-mail: