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 • Shapiro ABCD*

*The October 19 class will meet in Mackey Auditorium 

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: Kathy Collier, Kathryn Cozza, Jim Kashiwada, Mickey La
Casa, Joseph Lawton, M.D., Russell MacKeand, Ellie Monroe, Jim Monroe,
Joyce Ono, Arie Passchier and Mike Stover



Retirement Mini-Series—Part 1: Creating Energy and Preventing Fatigue in the Process of Healthy

September 14

Speaker: Jyotika Wali, M.D.

Dr. Wali is an internal medicine specialist with extensive experience in the  management and promotion of healthy living in the St. Jude Heritage Medical  Group. She will address the problems associated with senior living, giving particular emphasis to fatigue and energy maintenance.

Coordinators:  Russ MacKeand, Mickey La Casa, and Jim Kashiwada

Click here for Dr. Wali's presentation on From Fatiqued to Fit.  PDF File

Retirement Mini-Series—Part 2: Successful Aging in Retirement

September 21


Speaker: Dr. Barbara Cherry, Ph.D., Assistant Professor, CSUF Department
of Psychology

Dr. Cherry will present insight to a successful retirement which requires some planning and thought. This session will address structure and purpose, engaging in meaningful activities, maintaining a positive outlook, and ways to protect your health in terms of cognition, nutrition and physical ability (both active and sedentary behaviors). Information will be based upon on-going research being conducted at CSUF by Dr. Cherry and/or colleagues.

Coordinators: Russ Mackeand, Mickey La Casa, and Young Kim

Click here for Dr. Cherry's presentation on  Successful Aging in Retirement. PDF File

Retirement Mini-Series—Part 3: Building a Dividend Portfolio 

September 28 

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

Safe, fixed and conservative investments have yielded low rates for the past
30 plus years, causing investors to search high and low for income. Fear of stock market volatility has made dividend paying portfolios an attractive strategy. What is a dividend portfolio? This workshop will answer these questions and present the pros/cons of owning dividend paying investments. We’ll discuss tax efficient methods of managing income distribution such as asset location, dividend reinvestment plans and tax-free accounts. Attendees should have a better idea of the suitability of adding these income-producing assets to their portfolios.

Coordinators:  Russ MacKeand, Mickey La Casa, and Jim Kashiwada

Weight Control and Its Medical Implications

October 5

Speaker: Susan Watkins, RD CDE (Registered Dietician-Certified Diabetes Educator)

Susan Watkins will discuss the medical implications of maintaining a normal body weight and methods for attaining an appropriate weight.

Coordinators:  Kathryn Cozza, Kathy Collier, and Arie Passchier

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

October 12    

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 Supplemental, Medicare Advantage plans, and Prescription Drugs Plans.

Coordinators:  Kathy Collier, Jerry Hunter, and Kathryn Cozza

Click here for Gene Campbell's presention on Medicare Essentials PDF File

Google, Your Phone and Security 

October 19 • Mackey Auditorium

Speaker: Jim Cenname, OLLI Computer Education Instructor

Is your data safer with Google than in your file cabinet, your doctor’s office or with your tax preparer? This class examines how safe your data is when it’s paper in your file cabinet (or someone else’s file cabinet) or in a post office mailbox compared to stored with Google, et al. or on your phone. We’ll discuss how to keep your data more secure and what to do when it gets stolen.

Coodinators:  Jim Monroe and Russ MacKeand

Click here for Jim Cenname's presentation on Online Security. PDF File

October 26 

No class

Management of Chronic Pain

November 2

Speaker: Fred Nowroozi, M.D., Joseph Calb, DPH and Physical Therapy P anel

Dr. Nowroozi, the Medical Director of the St. Jude Physical Medicine & Rehabilitation and Chronic Pain Center with board certification in internal medicine and rehabilitation and pain management, will bring a panel of physical therapists with Dr. Calb, a pain management and rehab pharmacist. They will discuss the methods and benefits of coordinated management of chronic pain which is of importance to the senior population.

Coordinators:  Joyce Ono and Kathryn Cozza

Are You Ready to Retire?  

November 9 

Speakers: William Clark and Mary Ann Hamamura-Clark, OLLI Instructors

This class is valuable for those planning to retire, newly retired or well into retirement. Discover the best time to retire and how your own life experiences can be used to lay the groundwork for a rewarding and healthy future. We will discuss important aspects of successful aging. Instructors William Clark and Mary Ann Hamamura-Clark have shared these principles in the popular OLLI “Mastering Retirement” course for the past eight years. 

Coordinators:  Mike Stover and Arie Passchier

Social Security Essentials 

November 16

Speaker: Jeffrey Rodriguez, Public Affairs Specialist, Social Security Administration 


Don’t miss this opportunity to have your Social Security questions answered. This informative and entertaining session is led by Jeffrey Rodriguez, Social Security Administration Public Affairs Specialist. People associate Social Security with only retirement benefits, but Social Security is much more. It’s medical, disability and life insurance. Topics that will be discussed include: when is the best time to start retirement benefits, how benefits are calculated, when to start Medicare, payments to beneficiaries, and more Social Security life-impacting issues.

Coordinators:    Kathy Collier, Joanne Hardy, and David Hardy

November 23

 Thanksgiving Break—No Class

November 30 

 No Class Scheduled

December 7 

 No Class Scheduled