Transitions in Retirement Essentials (Open to the Public)

Eight Saturdays • 9:30 a.m.-11:30 a.m. • Zoom

Click here for information about connecting to OLLI Zoom classes. (OLLI members only)

Non-OLLI members, please click here to be included on our email list to receive information about connecting to our 'Open to the Public' Zoom classes.

Click here to view Livestream classes and recordings.

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.

Program Coordinator: Russell MacKeand

Class Coordinators: Zona Gray-Blair, Joseph Lawton, M.D., Tom La Casa, Kiki Chryssogelos, Ellie Monroe, Jim Monroe, Joyce Ono and Mike Stover

Tech Coordinators: Russell MacKeand, Jim Monroe, Ellie Monroe, and Joyce Ono

Topic	Description
What Do You Know About RMDs? January 22 *Speaker:* John C. Pak, Certified Financial Planner, RCIP, EA, Otium Advisory Group Zoom, Livestream	The Secure Act of 2020 rewrote a 35-year-old rule concerning the timing of retirement account distributions. This new provision delayed the taxation of the distributions but also extended the opportunity for growth. This class will thoroughly explore the fundamental elements surrounding required minimum distributions: who it affects, what it is, when does it apply, where does it come from, why is it relevant, and ultimately how it all works. John Pak will cover the recent changes to the law and strategies in response to the updates, and share his thoughts on how to better prepare for what’s to come in the RMD space. Click Here to see John C. Pak's presentation. *Coordinators:* Russ MacKeand, Kiki Chryssogelos
Anatomy and Causes of Back Pain and Surgical Treatments January 29 *Speakers:* Nitin N. Bhatia, M.D., FACS, Orthopedic Surgeon, Chief of Spinal Surgery and Chairman of the Department of Orthopedic Surgery at UCI; Michael Y. Oh, M.D., Neurosurgeon, UCI Health Zoom	This special presentation by two experts in their field will focus on spinal disease including a review of basic spinal anatomy, pathology and treatments. Surgical techniques will be discussed including cutting-edge clinical trials being performed at UC Irvine. An opportunity for questions will be provided. Coordinators: Joyce Ono, Tom La Casa, Russ MacKeand, Joseph Lawton , M. D
Income Tax Planning February 5 *Speaker:* James Johnson, Enrolled Agent, The Tax Guy Zoom, Livestream	Retirement presents several challenges in dealing with additional taxes, and proper planning to address them is essential. This session 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, 401(k)s, pensions, annuities and taxation of distributions. The sale of your primary residence and income property will be addressed. *Coordinators:* Jim Monroe, Ellie Monroe
Cleaning Out the Clutter and Hoarding February 12 *Speaker:* Penny Lambright, Clutterologist, Clutter Cleaners Zoom	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. *Coordinators:* Russ MacKeand, Zona Gray-Blair
Staying Upright: It’s a Matter of Balance February 19 *Speaker:* Debbie Rose, Ph.D., FNAK, Chair, Dept. of Kinesiology, Co-Director, Center for Successful Aging, Cal State Fullerton Zoom, Livestream	Falls and fall-related injuries pose a serious barrier to aging successfully. While it has been well-documented that falls among older adults constitute a serious public health issue, there is much that can be done to prevent and/ or lower the risk of falling in adults’ later years. In this presentation, the most common risk factors are identified as well as some evidence-based strategies for lowering fall risk. *Coordinators:* Ellie Monroe, Jim Monroe
Identity Theft and Fraud February 26 *Speaker:* Speaker TBA, Police Department, Cal State Fullerton Zoom	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. *Coordinators:* Russ MacKeand, Tom La Casa
TBD March 5 Zoom	Please watch the OLLI Open to the Public Newsletters for details of this presentation. *Coordinators:* Mike Stover, Zona-Gray-Blair, Russ MacKeand
TBD March 12 Zoom	Please watch the OLLI Open to the Public Newsletters for details of this presentation. *Coordinators:* Russ MacKeand

Topic

Description

What Do You Know About RMDs?

January 22

Speaker: John C. Pak, Certified Financial Planner, RCIP, EA, Otium Advisory Group

Zoom, Livestream

The Secure Act of 2020 rewrote a 35-year-old rule concerning the timing of retirement account distributions. This new provision delayed the taxation of the distributions but also extended the opportunity for growth. This class will thoroughly explore the fundamental elements surrounding required minimum distributions: who it affects, what it is, when does it apply, where does it come from, why is it relevant, and ultimately how it all works. John Pak will cover the recent changes to the law and strategies in response to the updates, and share his thoughts on how to better prepare for what’s to come in the RMD space.

Click Here to see John C. Pak's presentation.

Coordinators: Russ MacKeand, Kiki Chryssogelos

Anatomy and Causes of Back Pain and Surgical Treatments

January 29

Speakers: Nitin N. Bhatia, M.D., FACS, Orthopedic Surgeon, Chief of Spinal Surgery and Chairman of the Department of Orthopedic Surgery at UCI; Michael Y. Oh, M.D., Neurosurgeon, UCI Health

Zoom

This special presentation by two experts in their field will focus on spinal disease including a review of basic spinal anatomy, pathology and treatments. Surgical techniques will be discussed including cutting-edge clinical trials being performed at UC Irvine. An opportunity for questions will be provided.

Coordinators: Joyce Ono, Tom La Casa, Russ MacKeand, Joseph Lawton , M. D

Income Tax Planning

February 5

Speaker: James Johnson, Enrolled Agent, The Tax Guy

Zoom, Livestream

Retirement presents several challenges in dealing with additional taxes, and proper planning to address them is essential. This session 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, 401(k)s, pensions, annuities and taxation of distributions. The sale of your primary residence and income property will be addressed.

Coordinators: Jim Monroe, Ellie Monroe

Cleaning Out the Clutter and Hoarding

February 12

Speaker: Penny Lambright, Clutterologist, Clutter Cleaners

Zoom

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.

Coordinators: Russ MacKeand, Zona Gray-Blair

Staying Upright: It’s a Matter of Balance

February 19

Speaker: Debbie Rose, Ph.D., FNAK, Chair, Dept. of Kinesiology, Co-Director, Center for Successful Aging, Cal State Fullerton

Zoom, Livestream

Falls and fall-related injuries pose a serious barrier to aging successfully. While it has been well-documented that falls among older adults constitute a serious public health issue, there is much that can be done to prevent and/ or lower the risk of falling in adults’ later years. In this presentation, the most common risk factors are identified as well as some evidence-based strategies for lowering fall risk.

Coordinators: Ellie Monroe, Jim Monroe

Identity Theft and Fraud

February 26

Speaker: Speaker TBA, Police Department, Cal State Fullerton

Zoom

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.

Coordinators: Russ MacKeand, Tom La Casa

TBD

March 5

Zoom

Please watch the OLLI Open to the Public Newsletters for details of this presentation.

Coordinators: Mike Stover, Zona-Gray-Blair, Russ MacKeand

TBD

March 12

Zoom

Please watch the OLLI Open to the Public Newsletters for details of this presentation.

Coordinators: Russ MacKeand

Transitions in Retirement Essentials (Open to the Public)

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