2020 Retirement Planning Seminar
–
Online Event
Agenda
The agenda for the 2020 seminar will include many interesting and in-depth sessions to help you plan for retirement. Read below for information about the daily sessions and a full seminar agenda.
One-on-one appointments with Michael Kimmel or Robert Perry will be scheduled after the conference is over.
Note: All times are Eastern.
10:45 AM
Welcome, Community Gathering
Michael Kimmel & Len Teitelbaum
Reform Pension Board
11:15 AM – 12:45 PM
Concurrent Sessions
Group A
- Financial Aspects of Retirement
Geri Allard
Virtual Education Consultant, Fidelity Investments
Group B
- Beyond Dollars: Thriving in the New Retirement
Helen Dennis
Specialist on Aging, Employment and the New Retirement
12:50 - 1:35 PM
Conversation Café & East Coast Lunch
- Informal Networking
- Fidelity NetBenefits Demo & Q&A with Sean Carson
- RPB Open Q&A
1:40 – 3:10 PM
Concurrent Sessions
Group A
- Beyond Dollars: Thriving in the New Retirement
Helen Dennis
Specialist on Aging, Employment and the New Retirement
Group B
- Financial Aspects of Retirement
Geri Allard
Virtual Education Consultant, Fidelity Investments
3:15 – 4:00 PM
Conversation Café & West Coast / Midwest Lunch
- Informal Networking
- Helen Dennis Open Q&A
- RPB Open Q&A
4:00 – 5:30 PM
Concurrent Sessions
- Transitioning to Retirement for Clergy
Rabbi Cindy Enger
CCAR
Rabbi Donald B. Rossoff
Rabbi Emeritus, Temple B’nai Or
- Transitioning to Retirement for Educators, Executive Directors, and Others
Sharon Morton
Retired Educator, RJE
5:30 PM
Daily Wrap for All Attendees
10:45 AM
Morning Service
Rabbi Stacy Offner
Rabbi, Temple Beth Tikvah, Madison, CT
11:20 AM – 12:50 PM
Social Security and Health Care
Geri Allard
Virtual Education Consultant, Fidelity Investments
12:55 – 1:05 PM
Break
1:05 – 2:00 PM
Community Gathering Session & East Coast Lunch
Plan for the 21st Century Retirement
Steve Vernon, F.S.A.
Founder & President, Rest-of-Life Communications, & Research Scholar, Stanford Center on Longevity
2:00 – 2:15 PM
Break
2:15 – 3:30 PM
Negotiating Your Retirement Contract for Clergy
Michael Gan
Partner, Peer, Gan & Gisler LLP
3:30 – 4:15 PM
Conversation Café & West Coast / Midwest Lunch
- Informal Networking
- Michael Gan Open Q&A
- Fidelity NetBenefits Demo and Q&A with Sean Carson
4:15 – 5:30 PM
Working with RPB in Retirement
Robert Perry & Michael Kimmel
Reform Pension Board
5:30 – 5:45 PM
Closing Remarks