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 

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

Topic 

Description

Income Tax Planning

January 19

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)s, pensions, annuities and taxation of distributions. Sale of your primary residence and income property will be addressed.

Click here for a copy of James Johnson's presentation. PDF File

Coordinators:  Russ MacKeand, Jim Kashiwada, Arie Passchier

Planning Your 2019 Investment Decisions in a Volatile Market

January 26

Speaker : Gary Bowman, Certified Financial Planner CFP®, President, Bowman Financial Services

This informative class will discuss key investment themes that will drive the markets in 2019 and beyond. We will discuss navigating the fixed income markets during a rising interest rate environment and how investing in Corporate Bonds and Preferred Stocks may be affected. Also covered will be the current stock market environment and how interest rates, inflation, political turmoil and trade wars may change how we position our portfolios for the year ahead.

Coordinators: Russ MacKeand, Mickey La Casa, Arie Passchier

Osteoarthritis and Joint Replacement  

February 2  

Speaker: Stewart Shanfield, M.D.,
Orthopedic Surgeon, St. Jude Heritage Medical Group

Dr. Shanfield, orthopedic surgeon, will discuss the causes and treatment of osteoarthritis. This includes joint replacement and other surgical interventions of this very common problem affecting the senior population and younger athletic types.

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

Maximizing Your Social Security Benefit

February 9     

Speaker :   John C. Pak, Certified Financial Planner®, RICP®, 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.

Coordinators:  Kathy Collier, Kathryn Cozza, Young Kim

Click here for a copy of John C. Pak's presentation. PDF File

Cleaning Out the Clutter and Hoarding

February 16  

Speaker :   Penny Lambright, Owner, Clutter Cleaners       

Part1: Too Much Stuff! Warning signs of hoarding behavior, dangers of excessive clutter and differences of 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 de-clutter 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:  Mike Stover, Joanne Hardy, David Hardy

Your Smartphone is Your Friend; Apps That Can Help You

February 23 (Mackey Auditorium)

Speaker : Jim Cenname, OLLI Computer Education Instructor

Your smartphone connects you to family, friends and businesses. It is also a tool to help you with everyday tasks. Attend this class to learn about phone apps that extend the usefulness of your phone. Learn about News apps and apps that entertain you while you are on the treadmill or in the car for an hour or more. Find out about apps that help you communicate with family and friends even when you don’t have cell service.

Coordinators:  Jim Monroe, Russ MacKeand

Foot and Ankle Problems

March 2

Speaker : Marie Keplinger, M.D.  

Dr. Keplinger is an orthopedic surgeon with special training in orthopedic problems of the foot and ankle. She will discuss problems related to trauma, osteoarthritis and other types of arthritis, deformities and joint replacement. These conditions cause a moderate amount of disability in the general population and are more prevalent in the senior population.

Coordinators:  Kathryn Cozza, Mickey La Casa, Arie Passchier, Russ MacKeand

Identity Theft and Fraud

March 9

Speaker :   Corporal Thomas Perez, Community Services, Cal State University, Fullerton Police Dept.

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.

Coordinators: Kathy Collier, Kathryn Cozza , Jerry Hunter

Home Equity Conversion Mortgage – Reverse Mortgage

March 16
9:30 a.m. to 11:30 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. 

Coordinators: Russ MacKeand, Kathy Collier, Kathryn Cozza

Click here for Janice Ramocinski's presentation on Reverse MortagesPDF File

Hearing Problems: What You Need to Know

March 23  

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



Jane Steckler, who has presented the “Hearing, Lip-reading, and Hearing Aids” class at OLLI in previous semesters, will do a special presentation for TiR Essentials. Jane, a local expert in the field, will cover the following:

  • Why can you hear, but can't always understand?
  • How the ear works and what can go wrong
  • Why can I lip-read sometimes and sometimes I 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

No Class Scheduled

March 30

 

Spring Break—No Class

April 6    

 

No Class Scheduled

April 13