Transitions in Retirement Essentials (Open to the Public)
Designated Saturdays • 9:30 a.m.-11:30 a.m. • Shapiro ABCD/Zoom/Stream-Rec
January 25 • February 1, 8, 22 • March 1, 8, 15, 22
Free weekend parking
Click here for information about connecting to OLLI Zoom classes. (OLLI members only)
Click here to view recordings.
This engaging, fun, life-changing program teaches us to appreciate what matters most for ourselves, our dreams and our goals, and how to enjoy the exciting times ahead. If we develop 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.
Program Coordinator: Russell MacKeand
Coordinators: Mickey La Casa, Tom La Casa, Chris Kondo, Joseph Lawton, M.D., Ellie Monroe, Jim Monroe and Mike Stover
Tech Coordinators: Tom La Casa, Russell MacKeand, Ellie Monroe and Jim Monroe
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Income Tax Planning January 25 • Shapiro ABCD/Zoom/Stream-Rec Speaker: James Johnson, Enrolled Agent, The Tax Guy |
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 on your taxes, how wages affect Social Security, and what happens if you start a business. Additional topics include IRAs, 401Ks, Pensions, Annuities, and taxation of distributions. The sale of your primary residence and income property will be addressed.
Click here for James Johnson's presentation on Income Tax Planning.
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All You Need to Know About Retirement You Learned at Work February 1 • Shapiro ABCD /Zoom/Stream-Rec Speaker: Chris Kondo, Ph.D., Lecturer of Marketing, Emeritus, and former Executive Career Advisor |
Throughout your working life, you’ve joined organizations, mastered jobs, and pursued new activities. You’ve learned to assess opportunities and work with people. You have a sense of what you like to do. Join our interactive workshop as we help you “connect the dots.” How can you apply these skills you’ve learned to planning or enhancing your retirement? Through lecture and group work, we’ll explore the different components of retirement and begin planning your ideal next chapter. |
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How US Presidential Elections Impact Your Finances February 8 • Shapiro ABCD/Zoom/Stream-Rec Speaker: John Pak CFP®, RICP®, EA, Otium Advisory Group |
With the elections behind us, you may be wondering what it means for your money. Is there anything you should be doing differently financially? Is it prudent to shore up cash, postpone buying a house, invest in the stock market, or wait to retire? It is natural to be concerned when new leadership takes over the White House because each party brings along its brand of solutions to address age-old economic issues like inflation and unemployment; retirement-related topics like healthcare and social security; and not to mention the fate of the sunsetting provisions of the Tax Cuts and Jobs Act. John will share tips on how to survive the uncertainty and manage your finances with confidence regardless of a democratic or republican presidency.
Click here for John Pak's presentation on How US Presidential Elections Impact Your Finances.
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No class February 15 |
Presidents' Day Holiday |
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Treatments for Aching Knees February 22 • Zoom/Stream-Rec Speaker: James C. Hwang, M.D., Sports Medicine Physician, Kaiser Permanente, Orange County |
In this interactive class, you will learn about the common issues that can arise in the knee joint as we age as bipedal creatures. This will provide an introductory overview of the knee joint anatomy and prevalent issues as well as treatment options. This class will discuss treatment modalities including lifestyle changes, injectables, bracing options and rehabilitation exercises.
Click here for James C. Hwang's presentation on Treatments for Aching Knees.
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Cleaning Out the Clutter and Hoarding March 1 • Zoom/Stream-Rec Speaker : Penny Lambright, Clutterologist, 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? You will receive help 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 yourself.
Click here for Penny Lambert's presentation on Helpful Tips from Clutter Cleaners.
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Advances in Minimally Invasive Robotic-Assisted Surgery March 8 • Zoom/Stream-Rec Speaker: David Lee, M.D., Urologist, UCI Health and Erick Westbroek, M.D., Director of Spine Surgery, St. Jude Hospital, St. Jude Heritage Medical Group |
Part 1: Dr. David Lee, UCI Health, will discuss minimally invasive surgical and non-surgical options using robotics in surgery for urology treatments. Part 2: Dr. Erick Westbroek, a board-certified neurosurgeon and spine surgeon, will discuss robotic-assisted surgery for the spine.
Click here for Dr. David Lee's presentation on Robotics in Urology.
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Avoiding Identity Theft: Dark Web, Social Engineering and Scams March 15 • Zoom Speaker: Dr. Tobi West, Cyber Center Director, Technology Dept. Chair, Coastline College |
The number of identity theft and fraud cases remains high across the country. Recovery after an identity theft incident can be costly, both financially and emotionally. In this class, you will learn about how to avoid identity theft by understanding the latest scams and techniques that adversaries use. Tips for prevention, detection, and resources will be shared to help you better keep your identity safe.
Click here for Dr. Tobi West's presentation on Cybersecurity |
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March 2 |
No class. |
