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 18

Speaker: James Johnson, Manager, 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. PDF File

Coordinators:  Russ MacKeand, Jim Kashiwada, Arie Passchier

Financial Road to Retirement

January 25

Speaker: Danielle Blunt, Certified Financial Planner, President, Blunt Wealth Services

This informative session will begin with current economic issues and market outlook, including recession, risks and potential impact to your financial retirement goals. We’ll cover how to construct a comprehensive retirement strategy, how to draw income from a portfolio, and the order of withdrawals from different types of
accounts. This session will also look at ways to mitigate the effects of inflation and taxes on a portfolio.

Coordinators:  Jim Monroe, Arie Passchier, Jerry Hunter

Osteoarthritis and Joint Replacement

February 1 

Speaker: Kelly Stets, M.D., Orthopedic Surgeon, Kaiser Permanente

Dr. Stets, an orthopedic surgeon for Kaiser Permanente, Orange County, will discuss the causes and treatment of osteoarthritis, including joint replacement and other surgical interventions of this very common problem affecting the senior populations and younger athletic types.

Coordinators:  Russ MacKeand, Mickey La Casa, Young Kim

Travel Tips, South America Travel and Packing Light

February 8

Speaker: Tom Toby, World Traveler and OLLI Instructor and Lin Baesler, OLLI Instructor

Parts 1 and 2: 9:30 a.m.: Tom Toby, who has travelled on six continents and over 50 countries, will share his travel expertise. This session will include international air travel including a consortium, code sharing, baggage handling, seating arrangements and visas. Learn hints and tips on the best websites for discovering a flight versus purchasing a ticket. Find out about the uniqueness of travel in South America.

Click here to view Tom Toby's Travel Notes from his presentation. PDF File

Click here to view Tom Toby's Travel Tips from his presentation. PDF File

Part 3: 11:15 a.m.: Lin Baesler will share a variety of items and techniques for traveling light, primarily with hand carry luggage.

Coordinators:  Mike Stover, Arie Passchier, Joanne Hardy, John Hardy, David Hardy, Russ MacKeand

Cleaning Out the Clutter and Hoarding

February 15    

Speaker: Penny Lambright, Owner, Clutter Cleaners

Part 1: 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 itemsor stressing about too many things piling up? You will receive 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.

Coordinators:  Kathryn Cozza, Russ MacKeand, Mickey La Casa

Identity Theft and Fraud

February 22

Speaker: Corporal Thomas Perez, Community Services, Cal State University, Fullerton 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 to view Corporal Perez's presentation on Identity Theft. PDF File

Coordinators: Russ MacKeand, Kathryn Cozza, Arie Passchier.

February 29

No class

Sleep Disorders in the Senior Population

March 7

Speaker: Peter Fotinakes, M.D., Director of Sleep Clinic, St. Joseph Hospital

Dr. Fotinakes will discuss the causes of sleep disturbances in the senior population and how this affects our general health. He will discuss the latest testing methods for sleep apnea and treatment for all other types of sleep problems.

Coordinators:  Joyce Ono, Mickey La Casa, Young Kim , Joe Lawton, M.D.

Emergency Preparedness  

March 14 

Speakers: Susan Fisher, Emergency Management Coordinator, University Business Continuity Planner, CSUF

This course will cover what “being prepared” means and how one can “get prepared.” We will discuss what disasters can happen and the strategies to prepare for them. Attendees will be shown how to assemble emergency supplies, as well as some simple techniques to address basic injuries. With demonstrations and humor, Ms. Fisher will make sure everyone knows what they need to do and be ready for any disaster large or small.

Coordinators:  Ellie Monroe, Kathy Collier, Kathryn Cozza

March 21

No class scheduled

March 28

No Class Scheduled

April 4 

Spring Break - No Class Scheduled

April 11

No Class Scheduled