Transitions in Retirement Essentials (Open to the Public)

"Celebrating Our 10th Anniversary" Figure on beach at sunset, "retirement" carved in the sand


Every Saturday • 9:30 a.m.-noon • Shapiro ABCD 

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

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



Income Tax Planning

January 20

Speaker : James Johnson, Manager, Liberty Tax

Retirement presents several challenges in dealing with additional taxes and proper planning to address them is essential. This class covers important age requirements, the impact of Social Security to your taxes, how wages affect Social Security, and what happens if you start a business. Additional topics include IRAs, 401(k) accounts, pensions, annuities and taxation of distributions. Sale of your primary residence and income property will be addressed. 

Coordinators:  Russ MacKeand, Jim Kashiwada, Kathryn Cozza

Click Here to download the Income Tax Planning presentation. PDF File

Retirement Income Planning

January 27

Speaker : Danielle Blunt, Certified Financial Planner CFP, President, Blunt Wealth Services, Raymond James Financial Services

This informative class will begin with a look at the current economic issues and market outlook, and the potential impact to your financial retirement goals. Next, we’ll cover the basic building blocks of investments and investing strategies that will help you navigate today’s markets. We’ll learn about portfolio construction for retirees and those near retirement, avoiding obstacles to investment success and the impact of inflation and taxes. You will learn to protect your portfolio from unexpected risks such as medical needs, and learn more efficient wealth transfer strategies.

Coordinators:   Kathy Collier, Jim Kashiwada, Mickey La Casa, Jerry Hunter

Prevention and Treatment of Stroke        

February 3

Note: This class will end at 11 a.m.

Speaker : Hamid Farid, M.D., St. Jude Medical Center

Dr. Farid, the Director of the Stroke Program at St. Jude Medical Center, the most advanced stroke program in Orange County, is a leading intervention radiologist in Southern California. Stroke is the leading cause of disability in the senior population, and Dr. Farid will discuss the prevention and the latest treatment of stroke, including clot busters, clot retrieval and other advanced treatment modalities.

Coordinators:   Joyce Ono, Dr. Joseph Lawton, Arie Passchier, Mickey La Casa

Click Here to download the Prevention and Treatment of Stroke presentation. PDF File

Cleaning Out the Clutter and Hoarding

February 10

Speaker : Penny Lambright, Owner, Clutter Cleaners

Part 1: Too much stuff! Warning signs of hoarding behavior, dangers of excessive clutter and differences between collecting, clutter and hoarding behavior will be discussed.

Part 2: Cleaning Out the Clutter and Getting Organized. Are you spending too much time looking for lost items or stressing about too many things piling up? Clutter Cleaners can help you with information on how to declutter your house, get organized and stay organized. The speaker will highlight how to get started with priorities, breaking projects down into manageable sizes, establishing deadlines and rewarding you.

Coordinators:   Arie Passchier, Kathy Collier and Janice Morel

Click here to download the Cleaning Out the Clutter and Hoarding presentation. PDF File

eBay, PayPal and Craigslist: How to Sell Your Stuff Safely

February 17

Speaker : Jim Cenname, OLLI Computer Education Instructor

Is your garage too full of stuff? EBay is a great way to sell all of it. Attend this event and learn why. An OLLI member with 20 years’ experience selling personal items tells you the basics for success and safety on eBay and Craigslist. You will learn how to get paid for your stuff using the online payment service PayPal.

Coordinators:    Mike Stover, Arie Passchier, Jerry Hunter, and Russ MacKeand

Click here for Jim Cenname's presentation on Craigslist.

Click here for Jim Cenname's presentation on eBay.

Maximizing Your Social Security Benefit

February 24       

Speaker : John C. Pak, Certified Financial Planner, 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 missing out on thousands of dollars over your lifetime. John Pak, CFP, declutters the myriad of interpretations of some of the rules straight out of the handbook by sharing real-life cautionary tales and case studies.

Coordinators:    Russ MacKeand, Joanne Hardy, David Hardy, and Kathryn Cozza

Click Here for John Pak's presentation on Social Security. PDF File

Advances in Cardiac Surgery

March 3

Note: This class will end at 11:15 a.m.

Speaker : Puneet Dhawan, M.D., UCLA School of Medicine

Dr. Dhawan, a professor of cardiac surgery at UCLA School of Medicine, is a leader in interventional cardiac surgery including the latest methods of valve replacement via cardiac catheterization and cardiac bypass surgery including robotic-assisted surgery. He will explain and demonstrate videos of these remarkable procedures.

Coordinators:   Joyce Ono, Arie Passchier, Joyce Keitel, Joseph Lawton 

Click here for Dr. Dhawan's presentation on Cardiac Surgery . PDF File

Identity Theft and Fraud

March 10

Speaker : Corporal Thomas Perez, Community Services, CSUF Police Department

Retirees and seniors are often victims of a variety of scams and identity theft. Join this class to find out about different types of fraud and what to do if you are a victim of a scam. In addition, identity theft will be discussed. Find out how it happens, how to prevent it, how to detect it and what to do if you are a victim.

Click here for Corporal Perez's presentation on Identity Theft. PDF File  (Warning 30.8 Mbytes)

Coordinators:   Kathryn Cozza, Mickey La Casa, Russ MacKeand

Home Equity Conversion Mortgage – Reverse Mortgage

March 17

9:30 a.m. to 11:00 a.m.

Speaker:  Janice Ramocinski., MBA, CPA, President, PGI Reverse Mortgage Loans

This informative session will begin with the essentials of a reverse mortgage – both the FHA-insured Home Equity Conversion Mortgage (HECM) and the proprietary jumbo products. There will be a discussion of the substantial changes to the program in the last few years which were geared toward protecting the senior borrower and homeowner. Ample time will be available during the session for general audience questions and afterwards for individual, personal questions.

Click here for Janice Ramocinski's presentation on Home Equity Conversion Mortgages. PDF File

Coordinators:   Russ MacKeand, Kathy Collier, Mickey La Casa and Joyce Keitel

No Class

March 24

The previously scheduled presentation on  Hearing Problems: What You Need to Know  has been moved to April 7th.

 Spring Break—No Class

March 31


Hearing Problems: What You Need to Know

April 7 (new date)

Speaker : Jane Steckler, M.A., CCC-A, Clinical and Rehabilitative Audiologist at Practical Hearing in Fullerton

Jane Steckler, who also presents the “Hearing and Hearing Aids” course at OLLI, will do a special presentation for TiR Essentials. Jane, a local expert in the field, will cover the following:

  • Why you can hear, but can’t always understand.
  • How the ear works and what can go wrong with it.
  • Why you can lip-read sometimes and sometimes you can’t
  • How to protect the hearing you have left.
  • Hearing aids—which one is right for you.

Coordinators:   Ellie Monroe, Jim Monroe, Arie Passchier