Right Asset, Right Account: A Guide to Tax-Optimized Investing
September 13 • Shapiro ABCD/Zoom
Speaker: Jeorjia Sun, CFP®, CPFA® 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.
View Jeorjia Sun's Presentation
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.
View Chris Kondos's Presentation
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.
View Koren Fisher's Presentation
Retirement Housing Options Workshop and Resource Fair
October 4
9 a.m.-1:30 p.m. • Mackey Auditorium and Shapiro Wing
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.
View Retirement and Housing Options Workshop Flyer
View Retirement and Housing Options Workshop Agenda
View Retirement and Housing Options Workshop Presentation
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
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.
View Dr. Marie Keplinger's Presentation
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.
View Barbara Cripple's Presentation
FAQ on Reverse Mortgages
Medicare Essentials: Understanding Medicare Basics
October 25 • Zoom
Speaker: Gene Campbell, HICAP Counselor and Community Educator, Council on Aging-Southern California, Health Insurance Counseling and Advocacy Program (HICAP)
Do you need help understanding your Medicare coverage? HICAP (Health Insurance Counseling and Advocacy Program) will present the “Medicare Essentials” seminar. The content is important to individuals new to Medicare and current Medicare beneficiaries, their families and caregivers. Learn about your Medicare benefits, coverage options, costs and cost-saving options. HICAP, a program of the Council on Aging-Southern California, provides free, unbiased services and does not sell or endorse insurance products.
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