Transitions in Retirement Essentials (Open to the Public)
Designated Saturdays • 9:30 a.m.-11:30 a.m. • Zoom/Stream-Rec
February 7, (14 no class), 21, 28 • March 7, 14, 21
Click here for information about connecting to OLLI Zoom classes. (OLLI members only)
Click here to view 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 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 this exciting future.
Program Coordinator: Russell MacKeand
Coordinators: William Clark, Mickey La Casa, Tom La Casa, Joseph Lawton, M.D., Ellie Monroe, Jim Monroe and Mike Stover
Tech Coordinators: Tom La Casa, Russell MacKeand, Ellie Monroe and Jim Monroe
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Income Tax Planning February 7 • Zoom/Live Stream 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 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. |
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The “One Big Beautiful Bill” Trap February 21 • Zoom/Stream-Rec Speaker: John Pak CFP, RICP, EA, Otium Advisory Group |
Congress’s new One Big Beautiful Bill (OBBB) may sound promising but hidden inside are changes that could trip up retirees. From higher borrowing costs to shifting tax rules, even charitable giving is affected. This class will cut through the noise and show you—in plain English—how OBBB could impact your retirement income, taxes and spending habits. We’ll explore three retirement traps: (1) over-borrowing, (2) bad budgeting and (3) behavioral mistakes, using real-life case studies. |
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Diagnostic Imaging Technology, State of the Art February 28 • Zoom Speaker: Vahid Yaghmai, M.D., UCI Health |
This talk will highlight some of the most important advances in medical imaging, including speed of image, acquisition, safety, data management and image guided therapies. Clinical examples will be shown to illustrate these advances. New technologies in diagnostic imaging (CT/MRI/Ultrasound), molecular imaging as well as interventional radiology will be discussed.
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To Be Determined March 7 • Zoom/Stream-Rec Speaker: TBD |
Please watch the OLLI Website for updates on this class. |
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Keeping Your Heart Healthy March 14 • Zoom/Stream-Rec Speaker: Robert Pedicini, M.D., St. Jude Heritage Medical Group |
Class description will be updated on the OLLI website at a later date. |
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Avoiding Identity Theft: Dark Web, Social Engineering and Scams March 21 • Zoom Speaker: Dr. Tobi West, Cyber Center Director, Computer & Cyber Sciences 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 session, 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. |
