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*

The March 11th class is held in mackey Auditorium.

Coordinators: Kathy Collier, Kathryn Cozza, Jim Kashiwada, Joseph Lawton, M.D., Russell MacKeand, Ellie Monroe, Jim Monroe, Joyce Ono, Arie Passchier and Mike Stover

This engaging, fun, life changing program will teach us to appreciate what matters most to ourselves, our dreams, our goals and how to enjoy the exciting times ahead. If we develop a few goals and plans for these years, this transition into retirement will be smoother and much more fulfilling. This series of classes will provide some structure and professional aid in planning for this exciting future.

Topics 

Description

Maximizing Your Social Security Benefit

January 21

Speaker: John C. Pak, Certified Financial Planner®

Coordinators: Kathryn Cozza, Russ MacKeand, Jim Kashiwada

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 foregoing thousands of dollars over your lifetime. John Pak, CFP® un-clutters the myriad of interpretations of some of the rules straight out of the handbook by sharing real-life cautionary tales and case studies.

Click here for the presentation slides on Maximizing Your Social Security Benefit. PDF File

Click here for the Social Security quiz. PDF File

Income Tax Planning

January 28

Speaker: James Johnson, Manager, Liberty Tax

Coordinators: Russ MacKeand, Jim Kashiwada, Kathryn Cozza

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 the presentation slides on Income Tax Planning. PDF File

Estate Planning – Probate and How to Avoid It

February 4  

Speaker:  Jay D. Fullman, Estate Attorney, Jay D. Fullman A Professional Corporation   

Coordinators: Joyce Ono, Arie Passchier, Kathy Collier

If you do not have a will or estate plan, the State has one for you.

WARNING: You may not like what the State has planned. In this class we will discuss the pros and cons of probate and options available to avoid probate. Revocable living trusts are often used to cost-effectively avoid probate and conservatorships. Trusts and other options will be presented.  

Cleaning Out the Clutter and Hoarding

February 11

Speaker: Penny Lambright, Owner, Clutter Cleaners

Coordinators:  Kathy Collier,  Arie Passchier  

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 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.

Click here for the presentation on Cleaning Out the Clutter and Hoarding. PDF File

Retirement Income Planning

February 18

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

Coordinators: Mike Stover,  Arie Passchier

Retirement income planning in today’s investment environment is much different than even a decade ago. How do you make your money last to ensure a fulfilling retirement? We will explore advance IRA Retirement planning issues such as portfolio construction, diversification, sequence of returns and withdrawal rates. We will also look at how to evaluate equity investments such as stocks and mutual funds. We’ll learn to recognize obstacles to investment success such as the impact of inflation and taxes as well as how to protect your portfolio from unexpected risks.

Laptops and Desktops and Tablets, Oh My!

February 25

Speaker: Bob Newcomb, OLLI Computer Education Instructor

Coordinators:  Joyce Ono,  Arie Passchier, Ann Hanks

Computers come in many sizes and types. They vary from large powerful desktops to the smallest of smartphones. What to buy and use is getting to be a harder and harder decision. What is available and why should one own them are the topics as we explore the question. Which of them should I have?

Click here for the presentation slides for Laptops and Desktops and Tablets, Oh My!  PDF File

Oh! My Aching Body!—What is Going on and How Can I Keep Myself Active?

March 4

Speaker: Kristine Boyle-Walker MPT, OCS, ATC, CHT, Orthopaedic Specialty Institute

Coordinators: Ellie Monroe, Kathryn Cozza, Joanne Hardy, and Dave Hardy

Kris is a physical therapist and a part-time professor at California State University, Fullerton and Chapman University. She returns back to OLLI to discuss age-related changes associated with the spine, shoulder, hand, knee and hip joints. Learn more about: Shoulder Impingement, Rotator Cuff pathology, Osteoarthritis (thumb, hip and knee joints) and Degenerative Disc Disease (spine). This class will also address how to avoid injury, minimize the problems and keep an active balance in our lives.

Identity Theft and Fraud

March 11

Speaker: Corporal Thomas Perez of the Cal State Fullerton University Police

Coordinators:  Jim Monroe,  Kathryn Cozza

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.

Note: This class was previously scheduled for Mackey Auditorium but it is now in Shaipro ABCD.

Click here for the presentation slides on Identify Theft and Fraud. PDF File

Navigating the World of Genealogy

March 18

Cancelled

Speaker: Nancy M. Huebotter, nationally recognized genealogy lecturer with over 38 years of family history research

Coordinators:  Russ MacKeand,  Kathryn Cozza

Whether you are just curious about an ancestor’s role in history or interested in providing your family, children and grandchildren with a record of their legacy, tracing your family’s history is a fantastic journey. New online sources of information have made records relatively easy to search from the comfort of your home. This class offers an introduction to the search process by providing an overview of many aspects of genealogy. 

Hearing Problems: What You Need to Know

March 25

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

Coordinators: Ellie Monroe,  Kathryn Cozza, Joanne Hardy, and Dave Hardy

Jane Steckler, who has presented the Hearing, Lip-reading, and Hearing Aid 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?

Spring Break—No class

April 1

 

Following Your Passion—Birding

April 8

Speaker: Tom Sheffield, Volunteer, National Audubon Society

Coordinators: Jim Kashiwada, Arie Passchier and Russ MacKeand

Retirement can present many challenges, but also affords us an opportunity to follow our passions and do things we never had time to do until now. Follow one example of transitioning into retirement by pursuing lifelong interests in nature and photography. This class will cover the basics of bird watching and will then present details on using that hobby, along with photography, to provide volunteer services in avian science, particularly, bird banding.

Click here for the presentation slides for Following Your Passion - Birding.   PDF File

No Class Scheduled

April 15