Transitions in Retirement Essentials (Open to the Public)



Figure on beach at sunset, "retirement" carved in the sand Every Saturday • 9:30 a.m.-noon • Zoom

Click here for information about connecting to OLLI Zoom classes. (OLLI members only)

Non-OLLI members, please click here to be included on our email list to receive information about connecting to our 'Open to the Public' Zoom classes.

This engaging, fun, life-changing program will teach us to appreciate what matters most for ourselves, our dreams and our goals, and how to enjoy the exciting times ahead. If we develop a few goals and plans for these years, the transition into retirement will be smoother and much more fulfilling. This series of classes will provide some structure and professional aid in planning for an exciting future.

Coordinators:  Zona Gray-Blair, Joseph Lawton, M.D., Tom La Casa, Russell MacKeand, Ellie Monroe, Jim Monroe, Joyce Ono, Bill Reilly, Mike Stover

Topic 

Description

Retirement Mini-Series Part 1 Health Maintenance in the Senior Population

September 12

Speaker:

Christopher Vercammen-Grandjean, M.D., St. Jude Medical Center

Dr. Vercammen-Grandjean is an internal medicine specialist and gerontologist at the St. Jude Heritage Medical Group with a background in health care research and policy. He will discuss the relevance of our own individual health maintenance and the cultural issues involving the overall health care of our society.

Click here for Dr.  Vercammen-Grandjean's presentation. PDF File

Retirement Mini-Series Part 2 Estate Planning: Probate and How to Avoid It

September 19

Speaker: Jay D. Fullman, Estate Attorney, A Professional Corporation

If you do not have a will or an estate plan, the state has one for you. Warning: You may not like what the state has planned. In this class we will discuss the pros and cons of probate and the options available to avoid probate. Revocable living trusts are often used to avoid probate and conservatorships cost-effectively. Trusts and other options will be presented.

Click here for Jay D. Fullman's pre-class handout. PDF File

Click here for Jay D. Fullman's full presentation. PDF File

Retirement Mini-Series Part 3 Investment Strategies for Today’s World

September 26

Speaker: Danielle Blunt, Certified Financial Planner, CDFA, President, Blunt Wealth Services

The COVID-19 pandemic has led to unprecedented volatility and tremendous declines in wealth. Interest rates are at near record lows and many investors are concerned about their retirement and unsure where to invest. In this class, we will examine what’s happened to the equity and bond markets so far in 2020 and look into the future for what to expect from markets going forward in light of COVID-19 as well as the elections in November. This class will also focus on learning some timeless principles and developing an all-weather portfolio, along with strategies for retirement income planning.

Click here for the Retirement Basics handout. PDF File

Click here for the Retirement Income Planning handout. PDF File

Maximizing Your Social Security Benefit

October 3

Speaker: John C. Pak, Certified Financial Planner, RCIP, EA, Otium Advisory Group

Hidden deep within the 2700+ rules in the Social Security Handbook are a number of pitfalls that are not obvious to the average benefit recipient. This class is designed to bring clarity to some of the confusing rules and to help you avoid forgoing thousands of dollars over your lifetime. John Pak, CFP® will un-clutter the myriad of interpretations of some of the rules straight out of the handbook by sharing real-life cautionary tales and case studies.

Enriching Social Relationships

October 10  

Speaker: Laura Zettel-Watson, Ph.D., Professor, Dept. of Psychology, Coordinator, Aging Studies Program, CSUF

Dr. Zettel-Watson will present an overview of the importance of social relationships and social support, typical changes to social networks following retirement and strategies for maintaining and enhancing social relationships.

October 17

No Class Scheduled.

Medicare Essentials: What You Need to Know When You Sign Up for Benefits

October 24

Speaker: Gene Campbell, HICAP Counselor and Community Educator, Council on Aging-Southern California, Health Insurance Counseling and Advocacy Program (HICAP)

Confused about Medicare?  Want some good advice from state-registered, unbiased experts who are not in the business of selling, recommending, or endorsing any products.  This class is designed for those soon to be eligible for Medicare or those planning to make changes during the annual October 15 through December 7 election period.  The topics to be covered are Basic Medicare Benefits, Medicare A-B-C-D, Medicare Supplement plans, Medicare Advantage plans and Prescription Drug Plans. 

October 31

No Class Scheduled

Use and Abuse of Medical Marijuana   

November 7

Speakers: Brent Yeung, M.D ., UCI School of Medicine

The use of cannabis in our society has become a part of our culture. Dr. Yeung is an anesthesiologist and pain management specialist at the UCI School of Medicine and has been involved in studies regarding the use, benefits and risks of medical marijuana, with a focus on its use in the senior population. 

 

November 14

No Class Scheduled

November 21

No Class Scheduled

November 28

Thanksgiving Break – No Class

December 5

No Class Scheduled