Transitions in Retirement Essentials (Open to the Public)

Nine Saturdays • 9:30 a.m.-11:30 a.m. • Zoom/Stream

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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, Ellie Monroe, Jim Monroe, Joyce Ono and Mike Stover

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

Topic	Description
Retirement Mini-Series Part 1: Financial Road to Retirement September 17 *Speaker: Danielle Blunt, Certified Financial Planner, President, Blunt Wealth Services, Raymond James Financial Services*	This informative session will begin with a look at the current economic issues and market outlook. Issues such as an ongoing war, inflation, and rising interest rates all have the potential to impact your financial retirement goals. We’ll then cover basic retirement portfolio construction and retirement income strategies, and understand potential risks and roadblocks to a smooth retirement like the sequence of returns. We’ll learn the importance of asset location as well as asset allocation and look at the order of withdrawals and RMDs. Lastly, we’ll touch on a few advanced strategies like Roth conversions and charitable giving and some efficient wealth transfer strategies. This course will give a recent or soon-to-be retiree a good overview of retirement income planning.
Retirement Mini-Series Part 2: Happy Brains September 24 *Speaker:* Barbara Cherry, Ph.D., Professor, Dept of Psychology, CSUF	Things we do regularly impact our cognitive skills and can keep our brains strong. Cognitive skills include remembering, thinking, problem-solving decision-making, etc. This talk will address links between cognition and the brain, and how to structure your daily/weekly activities to help keep your cognitive skills sharp and your brain healthy. Evidence for factors such as meaningful activities, exercise (physical/cognitive), diet, sleep quality, and their effects will be explored
Retirement Mini-Series Part 3: Staying Healthy in Retirement October 1 *Speaker: Erin Newman, M.D.*	Please watch the OLLI Open to the Public and Class Information and Updates newsletters for details of this presentation.
Should Your Next Car Be Electric? October 8 *Speaker: Rick Hearn, OLLI member and electric car owner*	I’ve been happily driving an electric car since 2018. Before choosing your next car, identify your priorities. How do purchase price, passenger and cargo capacity, operating expenses, performance, range, safety, luxury, appearance, carbon emissions, fueling options, full self-driving and other factors weigh in your choice? If you are driving an electric car, please share your experience. If you’re still thinking about it, bring your questions.
Social Security Essentials October 15 *Speaker: Jeffrey Rodriquez, Public Affairs Specialist, Social Security Administration*	Don’t miss this opportunity to have your Social Security questions answered. This informative and entertaining session is led by Jeffrey Rodriquez, Social Security Administration Public Affairs Specialist. People associate Social Security only with retirement benefits, but Social Security is much more; it’s medical, disability and life insurance. Topics that will be discussed include when is the best time to start retirement benefits, how benefits are calculated, when to start Medicare, payments to beneficiaries and more Social Security life-impacting issues.
Hearing Loss and Hearing Aids October 22 *Speaker: Hana Bui, M.D., Kendall Caminiti, Au.D.*	The World Health Organization founded World Hearing Day on March 3 to raise awareness on how to prevent deafness and hearing loss and to promote hearing care throughout the world. In this presentation, we will discuss common causes of hearing loss, how to prevent hearing loss, what types of hearing loss can be improved with surgical treatments, and provide you with information about how hearing aids work, different types of hearing aids and tips on selecting the right hearing aids for you.
Medicare Essentials: What You Need to Know When You Sign Up for Benefits October 29 *Speaker:* Gene Campbell, HICAP Counselor, and Community Educator, Council on Aging-Southern California, Health Insurance Counseling and Advocacy Program (HICAP)	Confused about Medicare? Want some good advice from state-registered, unbiased experts who are not in the business of selling, recommending or endorsing any products? This class is designed for those soon to be eligible for Medicare or those planning to make changes during the annual October 15 through December 7 election period. The topics to be covered are Basic Medicare Benefits, Medicare A-B-C-D, Medicare Supplemental, Medicare Advantage plans and Prescription Drugs Plans.
Income Tax Strategies November 5 *Speaker:* Felicia Wong, Certified Public Accountant, Enrolled Agent, Zweig & Associates, CPAs, LLP	Learn the basics surrounding individual income taxation for retirees and pre-retirees. We will cover topics such as when to draw social security and how it will be taxed, new retirement account distribution rules, gifting rules and inheritance rules. Learn strategies to minimize taxes now and in retirement. Bring your tax questions for a Question-and-Answer session with a Certified Public Accountant, Felicia Wong, CPA, EA.
Healthy Mouth, Healthy Body: Dental Care for Seniors November 12 *Speaker:* Timothy Hedrick, DDS, Smile with Style	Dr. Hedrick, a local dentist, will discuss strategies to preserve, maintain and restore your teeth to last a lifetime.

Topic

Description

Retirement Mini-Series Part 1: Financial Road to Retirement

September 17

Speaker: Danielle Blunt, Certified Financial Planner, President, Blunt Wealth Services, Raymond James Financial Services

This informative session will begin with a look at the current economic issues and market outlook. Issues such as an ongoing war, inflation, and rising interest rates all have the potential to impact your financial retirement goals. We’ll then cover basic retirement portfolio construction and retirement income strategies, and understand potential risks and roadblocks to a smooth retirement like the sequence of returns. We’ll learn the importance of asset location as well as asset allocation and look at the order of withdrawals and RMDs. Lastly, we’ll touch on a few advanced strategies like Roth conversions and charitable giving and some efficient wealth transfer strategies. This course will give a recent or soon-to-be retiree a good overview of retirement income planning.

Retirement Mini-Series Part 2: Happy Brains

September 24

Speaker: Barbara Cherry, Ph.D., Professor, Dept of Psychology, CSUF

Things we do regularly impact our cognitive skills and can keep our brains strong. Cognitive skills include remembering, thinking, problem-solving decision-making, etc. This talk will address links between cognition and the brain, and how to structure your daily/weekly activities to help keep your cognitive skills sharp and your brain healthy. Evidence for factors such as meaningful activities, exercise (physical/cognitive), diet, sleep quality, and their effects will be explored

Retirement Mini-Series Part 3: Staying Healthy in Retirement

October 1

Speaker: Erin Newman, M.D.

Please watch the OLLI Open to the Public and Class Information and Updates newsletters for details of this presentation.

Should Your Next Car Be Electric?

October 8

Speaker: Rick Hearn, OLLI member and electric car owner

I’ve been happily driving an electric car since 2018. Before choosing your next car, identify your priorities. How do purchase price, passenger and cargo capacity, operating expenses, performance, range, safety, luxury, appearance, carbon emissions, fueling options, full self-driving and other factors weigh in your choice? If you are driving an electric car, please share your experience. If you’re still thinking about it, bring your questions.

Social Security Essentials

October 15

Speaker: Jeffrey Rodriquez, Public Affairs Specialist, Social Security Administration

Don’t miss this opportunity to have your Social Security questions answered. This informative and entertaining session is led by Jeffrey Rodriquez, Social Security Administration Public Affairs Specialist. People associate Social Security only with retirement benefits, but Social Security is much more; it’s medical, disability and life insurance. Topics that will be discussed include when is the best time to start retirement benefits, how benefits are calculated, when to start Medicare, payments to beneficiaries and more Social Security life-impacting issues.

Hearing Loss and Hearing Aids

October 22

Speaker: Hana Bui, M.D., Kendall Caminiti, Au.D.

The World Health Organization founded World Hearing Day on March 3 to raise awareness on how to prevent deafness and hearing loss and to promote hearing care throughout the world. In this presentation, we will discuss common causes of hearing loss, how to prevent hearing loss, what types of hearing loss can be improved with surgical treatments, and provide you with information about how hearing aids work, different types of hearing aids and tips on selecting the right hearing aids for you.

Medicare Essentials: What You Need to Know When You Sign Up for Benefits

October 29

Speaker: Gene Campbell, HICAP Counselor, and Community Educator, Council on Aging-Southern California, Health Insurance Counseling and Advocacy Program (HICAP)

Confused about Medicare? Want some good advice from state-registered, unbiased experts who are not in the business of selling, recommending or endorsing any products? This class is designed for those soon to be eligible for Medicare or those planning to make changes during the annual October 15 through December 7 election period. The topics to be covered are Basic Medicare Benefits, Medicare A-B-C-D, Medicare Supplemental, Medicare Advantage plans and Prescription Drugs Plans.

Income Tax Strategies

November 5

Speaker: Felicia Wong, Certified Public Accountant, Enrolled Agent, Zweig & Associates, CPAs, LLP

Learn the basics surrounding individual income taxation for retirees and pre-retirees. We will cover topics such as when to draw social security and how it will be taxed, new retirement account distribution rules, gifting rules and inheritance rules. Learn strategies to minimize taxes now and in retirement. Bring your tax questions for a Question-and-Answer session with a Certified Public Accountant, Felicia Wong, CPA, EA.

Healthy Mouth, Healthy Body: Dental Care for Seniors

November 12

Speaker: Timothy Hedrick, DDS, Smile with Style

Dr. Hedrick, a local dentist, will discuss strategies to preserve, maintain and restore your teeth to last a lifetime.

Transitions in Retirement Essentials (Open to the Public)

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