Transitions in Retirement Essentials (Open to the Public)
Celebrating 15 Years of Transitions in Retirement classes
Eight Saturdays • 9:30 a.m.-11:30 a.m. • Zoom & Stream*
*All classes will be online only, no hybrid classes,
Click here for information about connecting to OLLI Zoom classes. (OLLI members only)
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, Tom La Casa, Joseph Lawton, M.D., Ellie Monroe, Jim Monroe, Joyce Ono and Mike Stover
Tech Coordinators: Tom La Casa, Russell MacKeand, Jim Monroe, and Joyce Ono
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Topic |
Description |
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Financial Landmines in the Transition to Retirement January 21 Speakers: Brian Douglas, CFP, AIF, EA, COO, and Teresa Camacho, AIF, Financial Advisors Network |
Let us share with you many of the landmines you may encounter on your path to retirement. We will explore the framework for transitioning from the Create & Grow Wealth Stage (Accumulation) into the Protect and Preserve Wealth Stage (Distribution) and issues you may encounter. Many households transitioning to retirement are not aware of many of the landmines that will be encountered along the way. Let us share with you the experience of managing this transition for over 3,000 households so you don’t make some of the mistakes that others have made already. Coordinators: Russ MacKeand, Tom La Casa |
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Causes and Treatment of Common Foot Problems January 28 Speaker : James Lee, DPM, Podiatrist. St. Jude Heritage |
Dr. Lee will discuss diabetic foot wound care, prevention and surgery as well as heel pain/plantar fasciitis. Coordinators: Joyce Ono, Russ MacKeand, Joseph Lawton M.D. |
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Income Tax Planning February 4 Speaker: James Johnson, Enrolled Agent, The Tax Guy |
Retirement presents several challenges in dealing with additional taxes. 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, Russ MacKeand |
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Are Solar Panels Right for You? February 11 Speaker: Russ MacKeand, OLLI coordinator and solar homeowner |
This session will provide information to help you decide if you would like to consider installing solar panels on your home. Topics covered will include selecting a solar vendor, approximate costs, government financial incentives, lease or buy, electric car considerations, how solar works, a typical timeline and solar app information. Coordinators: Mike Stover, Russ MacKeand
Click here for Russ MacKeand's presentation.
Click here for the California Solar Consumer Protection Guide.
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Identity Theft and Fraud February 18 Speaker: Officer Young Bin (Peter) Cho, Cal State University, Fullerton 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. Coordinators: Russ MacKeand, Tom La Casa |
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Cleaning Out the Clutter and Hoarding February 25 Speaker: Penny Lambright, Clutterologist, Clutter Cleaners |
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 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 yourself. Coordinators: Russ MacKeand |
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Osteoarthritis and Hip and Knee Replacement March 4 Speaker: Stewart Shanfield, M.D., St. Jude Heritage |
An orthopedic surgeon will discuss the causes and treatment of osteoarthritis including joint replacement and other surgical interventions. Coordinators: Ellie Monroe, Jim Monroe, Russ MacKeand, Joseph Lawton M.D. |
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Estate Planning: Probate and How To Avoid It March 11 Speaker: Jay D. Fullman, Estate Attorney, a Professional Corporation |
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 the options available to avoid probate. Revocable living trusts are often used to avoid probate and conservatorships cost-effectively. Trusts and other options will be presented. Coordinators: Russ MacKeand |
