Highlights

Join us May 19-21, 2019 in San Francisco to supercharge your retirement planning. Registration is open now.

What you’ll learn:

  • How RPB’s retirement plan works after you retire
  • Retirement planning strategies from money management experts
  • What Social Security and Medicare benefits you’re entitled to, and when to take them
  • How to handle the lifestyle and psychological aspects of retirement
  • When to consider market volatility in your portfolio
  • How to negotiate with your employer

Also, sign up for a personal consultation with a retirement specialist.

“The seminar helped me focus on the emotional, spiritual and of course, financial components of retirement. My path is clearer to me as a result of the seminar.” – 2018 Seminar Attendee

Agenda

Here’s the tentative 2019 agenda. The final agenda will be posted soon.

Day 1

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: Retirement Specialist – 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
6:30 – 7:30 PM Dinner for Attendees and Guests
7:30 PM Informal Networking
With Michael Kimmel and RPB’s team

Day 2

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: Retirement Specialist – Vanguard Institutional Investor Group
12:00 – 1:00 PM Seminar Luncheon
1:15 – 2:30 PM The Realities of Retirement: How Your Peers Made the Transition
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
6:30 PM Dinner on your own
8:00 PM Informal Networking
With Michael Kimmel and RPB’s team

Day 3

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

Robert Perry delivers a presentation during a previous Retirement Planning Seminar

Speakers


We’ve lined up experts in the financial and non-financial aspects of retirement planning, who will speak at this year’s seminar.

Ariel Garcia – Retirement Specialist, Vanguard Investor Institutional Group

Ariel Garcia is a retirement education specialist in Vanguard’s Participant Education Department. His primary responsibilities include delivering educational meetings to plan participants on such topics as plan benefits, investment strategies and retirement readiness. Prior to joining participant education, he worked as a retirement representative in Participant Services. He has been with Vanguard since 2013. He holds FINRA Series 6 and 63 licenses.

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.

Jean-Marc Favreau – Managing Partner, Peer, Gan & Gisler LLP

Jean-Marc is a labor and employment lawyer who represents rabbis, cantors, and other professionals who serve Jewish congregations and organizations across the country. Jean-Marc has helped individuals at all stages of their careers, from rabbis fresh out of seminary to those moving to a new placement to those venturing into emeritus status. He has given presentations and written on a variety of employment-related issues that affect Jewish clergy. Jean-Marc is a partner at the law firm of Peer, Gan & Gisler in Washington, DC where, in addition to his clergy employment work, he keeps busy representing labor unions.

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 joined RPB in 2016 as Director of Participant and Employer Services. Prior to that, 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. Before joining Credit Suisse in 2008, Robert spent nine years with Apax Partners, a global private equity firm with more than $40 billion under 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 a J.D. from Temple University School of Law in Philadelphia, Pennsylvania where he began his career as a practicing attorney for over 12 years.

Mariaelena Lemus – Public Affairs Specialist, Social Security Administration

Mariaelena is a Public Affairs Specialist with the Bay Area Director’s Office in the Oakland office of the Social Security Administration. She began her career with the Social Security Administration in July 1996 as a Service Representative in San Jose, CA. In her current position, she strives to promote a better understanding of Social Security to the public and acts as a liaison between community organizations, state agencies, news media, congressional offices, private corporations, and advocacy agencies. She provides presentations that offer the public important information about Social Security’s programs and promotes the agency’s goals.

Register

Register now for the 2019 seminar. After you register, you’ll get information about making your hotel reservation.

One-on-one appointment: Please contact Maria Rodriguez at mrodriguez@rpb.org or 646-884-9887, to set up an appointment to discuss your retirement plans with RPB staff or Helen Dennis, a specialist on aging, employment, and the new retirement.

Appointments are limited and booked on a first-come, first-served basis.

Venue

The 2019 Retirement Planning Seminar will be held at the JW Marriott near San Francisco’s Union Square.

Click here for more information on the venue, amenities, and attractions near the hotel.