Transitions in Retirement Essentials (Open to the Public)

Figure on beach at sunset, "retirement" carved in the sand
Selected  Saturdays - 9:30 a.m. – 11:30 a.m. [Zoom,  Stream and In-Person at Shapiro ABCD]

Free weekend parking

January 20, 27 • February 3, 10, 24 • March 2, 9, 16

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 will teach us to appreciate what matters most to ourselves, our dreams, our goals, and how to enjoy the exciting times ahead.  If we develop a few goals and plans for these years, this 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: Mickey La Casa, Tom La Casa, Joseph Lawton, M.D., Russell MacKeand, Ellie Monroe, Jim Monroe, Joyce Ono, Mike Stover

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



Income Tax Planning

January 20  -   Zoom, Stream, In-Person at Shapiro ABCD

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, 401Ks, Pensions, Annuities, and taxation of distributions. The sale of your primary residence and income property will be addressed.

Coordinators: Jim Monroe, Elllie Monroe, Russ macKeand, Mickey La Casa, and Tom La Casa

Click here for James Johnson's presentation on Income Tax Planning  PDF File

Lifelong Learning: Options for Curious Mature Adults

January 27 -   Zoom, Stream, In-Person at Shapiro ABCD

Speakers : Mike Stover, OLLI  President and Panel


Lifelong learning is the ongoing pursuit of knowledge and skills throughout one's older years. It can take many forms, such as taking classes, participating in mentoring or skill-sharing activities, or learning a new language or hobby.  Proven medical benefits include improved physical health, social connectedness, and enhanced mental health.  The Cal State Fullerton OLLI lifelong learning program, now in its 45th year, presents over 100 classes and activities.  A panel of speakers will explore opportunities at the university, including auditing undergraduate courses and other options provided by other local agencies and educational organizations.

Coordinators: Ellie Monroe, Jim Monroe, Russ macKeand, Mickey La Casa, and Tom La Casa

Click here for the Lifelong Learning Options presentation. PDF File

How to Optimize Your Retirement Budget

February 3 -   Zoom, Stream , In-Person at Shapiro ABCD

Speakers: John Pak CFP, RICP, EA, Otium Advisory Group

There is no shortage of financial advice focusing on boosting personal savings rates and maximizing investment returns during your accumulation years. However, there should be an equal (or more!) amount of attention given to the decumulation process when people spend those savings during retirement. In this class, we will re-visit and re-create your budget thinking outside the box: customizing your own personal inflation rate to meet or beat, incorporating your social security income as a part of your bond portfolio, performing ROTH conversions to reduce RMDs, and paying for long term care expenses using alternative methods. Optimizing your income ensures you have the money to maintain your desired lifestyle, but more importantly, the peace of mind your money doesn’t run out while you are alive.

Coordinators: Russ MacKeand, Tom La Casa, and Mickey La Casa

Click here for John Pak's presentation on How to Optimize Your Retirement Budget. PDF File

Treatments for Aching Hands

February 10 -    Zoom, Stream

Speaker Neil Harness, M.D., Orthopedic Surgeon, Kaiser Permanente; Hand Surgery, Regional Lead

In this interactive course, you will learn about the complexity and beauty of the human hand,  which sets us apart from other creatures on our planet. Interesting fun facts about the hand as well as introductory anatomy will start the course and prepare you to dive into the most common problems that occur in the hand. Hot topics like ”cell phone hand” will be discussed along with traditional overuse syndromes such as Carpal tunnel.

Coordinators: Joyce Ono and Russ macKeand

Click here for Dr. Neil Harness' presentation on Treatments for Aching Hands. PDF File

February 17

No class - Presidents' Day Holiday

Estate Planning: Probate and How to Avoid It

February 24 - Zoom, Stream

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

Click here for Jay D. Fullman's presentation on Estate Planning. PDF File

Avoiding Identity Theft: Dark Web, Social Engineering and Scams

March 2 - Zoom, Stream

Speaker:   Dr. Tobi West, Director of Cyber Security and Technology Department 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.

Coordinators: Russ MacKeand and Tom La Casa

Click here for Dr. Tobi West's presentation on Identity Theft. PDF File

Pharmacogenomics (PGx) – Your DNA and Medicine

March 9 - Zoom, Stream

Speaker : Lilly Yuan, PharmD, Clinical Pharmacy Specialist, St.Jude Heritage Medical Group

Dr. Yuan is the system PGx pharmacist at Providence Health and leading the implementation of the clinical PGx program initiative to accelerate the adoption of precision prescribing. She will discuss how the differences in genes can impact a person’s response to medications and how we can use genetic information to improve medication safely and efficacy.

Coordinators: Joyce Ono, Russ MacKeand, and Joseph Lawton, M.D.

Click here for Dr. Yuan's presentation on Pharmacogennomics. PDF File

Cleaning Out the Clutter and Hoarding

March 16  - Zoom, Stream

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

Click here for the Clutter Cleaners handout. PDF File