Highlights

It’s never too early (or too late) to start planning for retirement. Join us this coming April for two days of presentations, discussions and one-on-one meetings that will help you plan for a successful retirement.

What you’ll learn:

  • Retirement planning strategies from money management experts
  • What Social Security benefits you’re entitled to and when to take them
  • Strategies for negotiating your retirement contract
  • How to handle the psychological aspects of aging, work, and retirement
  • How the Reform Pension Plan works after you retire–what changes and what stays the same?

You’ll also have personal consultations with RPB staff and Helen Dennis, a specialist on aging, employment, and the new retirement. Email Maria Rodriguez at mrodriguez@rpb.org to make your appointment.

What prior attendees said about the seminar:

“Thanks to the RPB Retirement Seminar I feel that I understand how to prepare properly for a secure retirement, and that is a great gift!”

“The RPB was an enormous help in clarifying a financial and emotional path forward.”
“I strongly recommend that each colleague take the retirement seminar as early as possible. I found it an essential part of planning for the next phase of our lives.”

Agenda

Interested in learning more? Take a look at the tentative agenda or click on the dates below to see the daily program.

Sunday, April 22nd

12:30 PM Registration
1:20 – 2:20 PM Welcome, Introductions and Seminar Overview
2:30 – 5:00 PM (Break from 4:00 -4:15 PM) CONCURRENT SESSIONS:

  • Financial Planning for Retirement Group 1
    Presenter: Andrew Price – Vanguard Institutional Investor Group
  • Beyond Dollars: Non-Financial Aspects of Retirement Group 2
    Presenter: Helen Dennis – Specialist on Aging, Employment and the New Retirement
6:00 – 6:30 PM MA’ARIV SERVICE
Clergy, Rabbi Stacy Offner – Temple Beth Tikvah, Madison, CT
6:30 – 7:30 PM Dinner for Attendees and Guests
7:30 PM Informal Networking
With Michael Kimmel and RPB’s team

Monday, April 23rd

8:00 AM Registration
8:15 – 9:00 AM Daily Welcome and Breakfast Buffet
9:00 – 12:00 PM (Break from 10:15 – 10:30 AM) CONCURRENT SESSIONS:

  • Beyond Dollars: Non-Financial Aspects of Retirement Group 1
    Presenter: Helen Dennis – Specialist on Aging, Employment & the New Retirement
  • Financial Planning for Retirement Group 2
    Presenter: Andrew Price – Vanguard Institutional Investor Group
12:00 – 12:45 PM Seminar Luncheon
12:45 – 1:05 PM PRESENTATION: Luncheon Speaker
Presenter: To Be Announced
1:15 – 2:30 PM PANEL DISCUSSION: The Realities of Retirement
Panelists: To Be Announced
2:30 – 2:45 PM Session Break
2:45 – 4:00 PM PRESENTATION: Negotiating Your Retirement Contracts

  • CCAR Participants with Spouses/Partners
    Presenters: Michael Gan, Esq. – Managing Partner, Peer, Gan & Gisler
  • ARJE, NATA, ECE-RJ, URJ Participants with Spouses/Partners
    Presenters: Michael Kimmel – Executive Director, RPB
    Sharon Morton, RJE – Retired Educator
4:00 – 6:30 PM ONE-ON-ONE APPOINTMENTS WITH RPB STAFF AND HELEN DENNIS
Facilitators:
Michael Kimmel – Executive Director, RPB
Robert Perry – Director of Participant & Employer Services, RPB
Helen Dennis – Specialist in Aging, Employment and the New Retirement*Sign up for appointments when registration for the conference opens
6:30 PM Dinner on your own
8:00 PM Informal Networking
With Michael Kimmel and RPB’s team

Tuesday, April 24th

8:00 AM Registration
8:15 – 9:00 AM Daily Welcome and Breakfast Buffet
9:15 – 10:15 AM PRESENTATION: What You Can Expect From The RPB When You Retire
Presenters: Michael Kimmel – Executive Director, RPB
Robert Perry – Director of Participant and Employer Services, RPB
10:15 – 10:45 AM Session Break
10:45 AM – 12:15 PM PRESENTATION: Introduction To Social Security Benefits and Medicare
Presenter: Public Affairs Specialist, Social Security Administration
12:30 – 1:30 PM Closing Session and Luncheon

Speakers


We have experts in the financial and non-financial aspects of retirement planning that will be speaking at this year’s seminar.

Valeri Boclair, Senior Relationship Manager, Vanguard

Valeri is a senior relationship manager in Vanguard Institutional Asset Management. She is responsible for many of Vanguard’s largest investment clients in New York City and Florida. Since joining Vanguard in 1995, she has held positions in the Portfolio Review Group, where she was responsible for new fund development, and in Participant Services, where she supported full-service recordkeeping clients.

Valeri earned her M.B.A. from Saint Joseph’s University and her B.A. in economics from East Stroudsburg University. She holds FINRA Series 6 and 63 licenses.

Andrew Price, Vanguard Investor Institutional Group

Presenter bio will be available soon…

Helen Dennis, Speaker and Author on Aging, Employment and Retirement

Helen is a nationally recognized leader on issues of aging, employment and retirement and has received numerous awards for her teaching at the Davis School at USC’s Andrus Gerontology Center and contributions to the field of aging, the community and literary arts. Editor of two books, author of over 50 articles and popular speaker, she has helped more than 15,000 employees prepare for the non-financial aspects of retirement including senior corporate executives, mid-level managers, factory workers, university faculty and staff, physicians, engineers and Rabbis. As a weekly columnist, she writes on the subject of Successful Aging for the Los Angeles Newspaper Group reaching over 1.3 million readers. Helen is co-author of the Los Angeles Times bestseller, Project Renewment, the First Retirement Model for Career Women. In her volunteer life, she has been president/chair of five non-profit organizations including Temple Menorah in Redondo Beach, CA. Most recently she was named one of the 50 influencers in aging for 2016 by PBS Next Avenue.

Michael J. Gan, Partner, Peer, Gan & Gisler LLP

Michael is a labor and employment law attorney and managing partner at Peer, Gan & Gisler LLP in Washington, DC, and has been representing labor unions and professionals in collective bargaining, litigation, and contract negotiations for 25 years. He also maintains a significant practice working with Reform rabbis and other Jewish professionals in a wide variety of employment matters. Michael’s essay, “Women Rabbis and the Gender Pay Gap: Lessons from the CCAR’s 2012 Landmark Study and a Call to Action” was published in the 2016 National Jewish Book Award-Winner, The Sacred Calling: Four Decades of Women in the Rabbinate, from the CCAR Press. Michael is a graduate of the University of Michigan and the Boston University School of Law.

Public Affairs Specialist, Social Security Administration

Presenter to be announced

Michael Kimmel, Executive Director, RPB

Michael Kimmel joined the RPB in 2015 and leads a terrific team in managing the retirement, life insurance and LTD programs for the Reform Movement. He has called the Reform Movement his professional home since 2005 when he first held executive positions with the Union for Reform Judaism as its Chief Administrative Officer, and then with Congregation Rodeph Sholom in New York City as its Executive Director. Before joining the RPB as Executive Director, Michael chaired the RPB’s Board of Trustees’ Administration Committee. Michael also served on the Board of the National Association for Temple Administration from 2012 to 2014.

Prior to the RPB, he held positions as a Senior Director of Finance with a global IT research and consulting organization, Consulting Manager with two global consulting firms, and a Senior Financial Analyst with a Wall Street firm. He holds an MBA in Management and Information Systems from New York University’s Stern School of Business and a BS in Finance and Management from University at Albany.

Sharon Morton, RJE, Retired Educator

Sharon served as the educator at Am Shalom for 32 years. She is a former president of the National Association of Temple Educators (NATE), a long-time trustee of the Reform Pension Board, representing NATE and is the chair of the RPB Education Committee. Sharon is on the Board of the Midwest Ave of the Righteous, the Past President of Ziknay Nate, and has been involved in numerous educational and social action activities throughout her career and in retirement. Most recently, she founded Grandparentsforsocialaction.org. Its mission is to teach grandchildren to be philanthropists and social action activists. Sign up to read the newsletter–it is important and hopefully helpful.

Robert Perry, Director of Participant & Employer Services, RPB

Robert manages the RPB’s participant and employer relationships. Prior to joining the RPB, he was the Director of Investor Relations and Fund Marketing for Thomas, McNerney & Partners, a healthcare venture firm focused on investing in life science and medical technology companies. Before joining TMP, Robert was a Director in the Alternative Investments group/Asset Management division of Credit Suisse AG and head of investor relations for private equity, which included DLJ Merchant Banking Partners and DLJ Investment Partners, as well as other regional and sector-focused fund groups. Prior to Credit Suisse, Robert spent nine years with Apax Partners, a global private equity firm with more than $40 billion under advice/management, as the Director of Investor Relations and Information Management for all US funds. He received a B.S. in Economics from Allegheny College and his J.D. from Temple University School of Law in Pennsylvania, where he began his career as a practicing attorney for over 12 years.

Registration

Please fill out our expression of interest form to be notified when registration opens for the 2018 seminar.

Venue

The 2018 RPB Retirement Planning Seminar will be held at the Westin Michigan Avenue in Chicago. More information about the venue will be available soon. To be notified when registration opens, fill out our  expression of interest form.