Transitions in Retirement Essentials (Open to the Public)
Designated Saturdays • 9:30 a.m.-11:30 a.m. • Shapiro ABCD/Zoom/Stream-Rec
September 13, 20, 27 • October 4, 11, 18, 25 • November 1
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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Right Asset, Right Account: A Guide to Tax-Optimized Investing September 13 • Shapiro ABCD/Zoom/Stream-Rec Speaker: Junette McCarthy, CFP®, CFA® Wealth Manager & Certified Financial Planner, McCarthy Wealth Management |
In this class, we’ll discuss why asset “location” (different from asset allocation) matters for taxable, tax-deferred and tax-exempt accounts. Proper use of asset location can improve after-tax returns, reduce tax drag and improve portfolio tax efficiency. Other topics presented will include an example portfolio to illustrate the proper location of various asset classes within an overall diversified portfolio, tax-loss harvesting and considerations for changing tax laws, rebalancing and withdrawal strategies and timelines |
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Crafting Your Retirement: Options, Opportunities and OLLI September 20 • Shapiro ABCD/Zoom/Stream-Rec Speaker: Chris Kondo, Ph.D., Lecturer of Marketing, Emeritus, CSUF, and Former Executive Career Advisor |
What are you going to do during retirement? While other classes focus on the financial aspects of retirement, this class will help you design a set of activities that will bring you happiness and satisfaction. Understand what you enjoy doing, where you might find those pursuits and how OLLI fits in. |
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Keeping Fit and Strong for Life September 27 • Shapiro ABCD/Zoom/Stream-Rec Speaker: Koren Fisher, Associate Professor, Director, Center for Successful Aging, CSUF |
Physical activity and physical fitness are an important part of healthy aging. This workshop will discuss the specific benefits of aerobic exercise, resistance training and neuromotor activities to help maintain or improve your cardiovascular fitness, muscle strength, power, balance and mobility. Whether you are looking to become more physically active or you are interested in learning how to get the most out of your current exercise routine, this evidence-based workshop will help you move closer to your physical activity goals and address any questions you may have about exercise and physical fitness. |
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Retirement Housing Options Workshop and Resource Fair October 4 • 9 a.m.-1 p.m. • Shapiro ABCD Speakers: TBD |
Few decisions are as consequential as housing during retirement. Access to family, friends, medical services, shopping and entertainment must be assessed. Whether your choice is “aging in place” where you currently live or moving to a rental or “entry fee” retirement community, there are many options in North Orange County. Your options, including nearby retirement communities and their facilities, services and costs, will be examined. A panel of OLLI members who live in retirement communities will also discuss their experiences and answer questions. Decision-making criteria will be explored to address alternatives as changes occur in your independent living status and future caregiving/care-receiving needs. Helpful reference information, experts, refreshments and “package” snacks will be available. |
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Foot and Ankle Problems October 11 • Zoom/Stream-Rec Speaker: Marie Keplinger, DPM, FACFAS, Board Certified in Foot and Reconstructive Rearfoot/Ankle Diplomate, St. Jude Heritage Medical Group.
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Dr. Keplinger has extensive experience in foot and ankle reconstructive surgery, limb salvage and sports medicine. She will be discussing the conservative and surgical options for the most common complaints ailing the aging population, such as heel pain, arthritis, bunion and hammer toe deformities. |
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Understanding Reverse Mortgages – How to Use Home Equity to Create Better Financial Outcomes in Retirement October 18 – Zoom, Stream-Rec Speaker: Barbara Cripple, Reverse Mortgage Specialist & Sales Trainer, Finance of America |
Curious about how a reverse mortgage could enhance your retirement strategy? Join us for an educational session to learn how tapping into your home equity can help create more flexibility and financial security in retirement. This session is ideal for people over 55 who have built substantial equity in their homes. You’ll learn the fundamentals of reverse mortgages, how to use home equity strategically as part of a retirement income plan, real-life examples of how reverse mortgages have improved financial outcomes and important considerations around eligibility, costs and long-term planning. |
