Transitions in Retirement Essentials (Open to the Public)

Income Tax Planning

January 25 • Shapiro ABCD/Zoom/Stream-Rec

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.

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.

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.

No class

February 15

Presidents' Day Holiday

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.

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.

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.

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.

To Be Determined

March 22 • Zoom/Stream-Rec

Speaker: TBD

Please watch the OLLI Open to the Public Class Information and Updates newsletter for details of this presentation.