Transitions in Retirement Essentials (Open to the Public)
Selected Saturdays • 9:30 a.m.-11:30 • [Zoom]
Click here for information about connecting to OLLI Zoom classes. (OLLI members only)
January 16, 23, 30 • February 6, 13, 20, 27 • March 6
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 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: Zona Gray-Blair, Joseph Lawton, M.D., Tom La Casa, Russell MacKeand, Ellie Monroe, Jim Monroe, Joyce Ono, Mike Stover and Bill Reilly
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Topic |
Description |
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Income Tax Planning January 16 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 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 James Johnson's presentation:
Considerations for Retirement Planning.
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Financial Wellness During Tough Times January 23 Speaker: John C. Pak, Certified Financial Planner, RCIP, EA, Otium Advisory Group |
COVID-19 has reshaped our lives in unprecedented ways, forcing us to adjust our money habits. Prior to the recent pandemic, most Americans were already concerned with their personal level of financial literacy. The new normal, created by COVID-19, has added further setbacks. If you find yourself financially stressed during these uncertain times, this class will help you create a six-step plan that will help address and alleviate your anxiety for every season of your life. |
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Cleaning Out the Clutter and Hoarding January 30 Speaker: Penny Lambright, Clutterologist, 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? 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 you. |
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Shoulder Pain: Causes and Treatment February 6 Speaker: Rich Lawton, M.D. |
The incidence of shoulder pain and limitation of motion in the shoulder increases in the senior population. Dr. Lawton has extensive training experience and expertise in upper extremity orthopedic problems and will discuss the causes of shoulder pain, including falls, various types of arthritis and athletic injuries. He will demonstrate the anatomy and various treatments including surgical repair, replacement, injections and physical therapy. |
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February 13 |
No Class |
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Retiree Health, Social Trends and Technology Use February 20 Speaker: Laura Zettel-Watson, Ph.D., Professor, Dept. of Psychology, Coordinator, Aging Studies Program, CSUF |
This presentation will include an overview of retirees’ aging, health and social network trends. The importance of social relationships, social support and types of technology utilized by retirees will be covered. The benefits and barriers of using technology as related to social support and health will be discussed. |
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Identity Theft and Fraud February 27 Speaker: Corporal Thomas Perez, Menifee Police Department |
Retirees and seniors are often victims of a variety of scams and identity theft. Join this session 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. |
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Dentistry, Including Implants and Periodontal Care March 6 Speaker: Donald Clem, D.D.S. |
Dr. Clem, a local dentist, will cover dental care for seniors, dental implants and periodontal care. |
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March 13, 20, 27 April 3, 10 |
No Class Scheduled |
