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Transitions in Retirement Essentials (Open to the Public)

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This engaging and life-changing program helps participants focus on what matters most, your goals, your dreams, and how you want to shape the years ahead. By creating a meaningful plan for the transition into retirement, you can move into this next chapter with confidence and purpose. This series of classes offers guidance, structure, and professional support to help you design a fulfilling future.

Designated Saturdays • 9:30 a.m.-11:30 a.m.
September 19, 26 • October 3, 10, 17, (24 no class) 31 • November 7

Program Coordinator: Russell MacKeand
Coordinators: William Clark, Mickey La Casa, Tom La Casa, Ellie Monroe, Jim Monroe and Mike Stover 
Tech Coordinators: Russell MacKeand, Ellie Monroe and Jim Monroe 

Zoom Transitions in Retirement (TiR) Committee: ID: 834 3558 3876
Zoom Transitions in Retirement Essentials: ID: 870 6180 7597
TIR Live Stream/Recording

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members at the fall open house

Financial Road to Retirement and Beyond

September 19 • Zoom/Stream-Rec
Speaker: Danielle Blunt, Certified Financial Planner; President, Blunt Wealth Services, Raymond James Financial Services

With inflation, market volatility and economic uncertainty continuing to impact investors, this class will focus on what individuals should consider when preparing for retirement. Danielle will discuss retirement income strategies, asset allocation and asset location, and common retirement risks such as longevity and sequence of returns. The class will also touch on more advanced planning concepts, including Roth conversions, RMDs, charitable giving and wealth transfer strategies to help retirees plan confidently for the future.

Keeping Fit and Strong for Life

September 26 • Shapiro ABCD/Zoom/Stream-Rec
Speaker: Koren Fisher, Associate Professor; Director, Center for Successful Aging, CSUF

Physical activity and fitness are important parts 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.
 

Navigating Senior Living, Finding the Right Care and Community

October 3 • 8:30 a.m.-1 p.m. • Shapiro ABCD/Mackey Auditorium/Stream-Rec Light Lunch Provided
Speaker: William Young, President of the RCFE Association and Leader of Elder Care Wise and Senior Living Savvy

OLLI will be hosting a second FREE Navigating Senior Living Retirement Workshop and Expo. The keynote speaker is William Young, founder and president of the RCFE Association, who leads Elder Care Wise and Senior Living Savvy. This program connects families with dependable retirement and care options, as well as valuable community services and agencies. The expo will have exhibitors from assisted living communities, memory care communities, independent living communities, home health and care agencies and social services. The expo is an ideal opportunity to help plan for
the future.

Advances in Prostate Health: Screening, Early Detection and Innovations in Care

October 10 • Zoom/Stream-Rec
Speaker: Harjivan Kohli, M.D., Urologist, Providence St. Jude Medical Group

Prostate cancer remains one of the most common health concerns, but advances in screening, early detection and innovations in care are changing how it is managed. This session will cover evolving guidelines, risk-based screening and emerging tools shaping diagnosis and treatment today. Whether for personal health or supporting a family member, join Dr. Kohli for a practical, expert-led discussion on navigating prostate health with a proactive and informed approach.

Maximizing Your Social Security Benefit

October 17 • Zoom/Stream-Rec
Speaker: John C. Pak, Certified Financial Planner®, RICP®, EA, Otium Advisory Group

Hidden deep within the 2700+ rules in the Social Security Handbook are several pitfalls that are not obvious to the average benefit recipient. This class is designed to bring clarity to some of the confusing rules and to help you avoid foregoing thousands of dollars over your lifetime. John Pak, CFP®, will unclutter the myriad of interpretations of some of the rules straight out of the handbook by sharing real-life cautionary tales and case studies.

Medicare Essentials – Understanding Medicare Basics

October 31 • 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 be presenting 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 Council on Aging—Southern California, provides free, unbiased services and does not sell or endorse insurance products.

Back Pain

November 7 • Zoom/Stream-Rec
Speaker: Don Y. Park, M.D., Orthopaedic Spine Surgeon, UCI Health

Join Dr. Don Y. Park for an informative lecture on the latest advances in minimally invasive spine care and treatment options for chronic back pain. Dr. Don Y. Park is a board-certified, fellowship-trained UCI Health orthopaedic spine surgeon with expertise in endoscopic spine surgery, minimally invasive spine surgery and outpatient spine surgery. He uses these advanced, ultra-minimally invasive techniques to treat most spinal conditions with less pain and faster recovery.

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