2021 Retirement Planning Seminar
–
Online Event
Agenda
The agenda for the 2021 seminar included many interesting and in-depth sessions to help you plan for retirement.
Note: All times are Eastern.
2:00 PM
Welcome
Michael Kimmel
Reform Pension Board
2:20 PM – 3:00 PM
Financial Aspects of Retirement, Part 1
Bill Kalwas
Virtual Education Consultant, Fidelity Investments
3:00 – 3:15 PM
Break
3:15 PM – 4:05 PM
Financial Aspects of Retirement, Part 2
Bill Kalwas
Virtual Education Consultant, Fidelity Investments
4:15 - 4:45 PM
Breakout Groups
- Based on years until retirement
4:45 – 5:00 PM
Daily Wrap for All Attendees
11:00 – 11:15 AM
Morning Welcome
Michael Kimmel
Reform Pension Board
11:15 AM – 12:00 PM
Beyond Dollars: Thriving in the New Retirement, Part 1
Helen Dennis
Specialist on Aging, Employment and the New Retirement
12:00 PM – 12:15 PM
Break
12:15 PM – 1:00 PM
Beyond Dollars: Thriving in the New Retirement, Part 2
Helen Dennis
Specialist on Aging, Employment and the New Retirement
1:00 – 1:45 PM
Break
1:45 – 2:20 PM
Conversation Café
- RPB Open Q&A
- Fidelity NetBenefits Demo and Q&A with Sean Carson, Retirement Specialist, Fidelity Investments
2:20 – 3:30 PM
Concurrent Sessions
- Negotiating Your Retirement Contract for Clergy
Michael Gan
Partner, Peer, Gan & Gisler LLP Transitioning to Retirement for Educators, Executive Directors, and Others
Sharon Morton
Retired Educator, RJE
3:30 – 3:45 PM
Daily Wrap for All Attendees
3:45 – 4:45 PM
Transitioning to Retirement for Clergy
Rabbi Donald B. Rossoff, D.D., R.J.E.
10:30 – 11:00 AM
Morning Service
Leaders: Rabbi Renni S. Altman
Vassar Temple, Poughkeepsie, NY
Rabbi Michael Torop
Rabbi Emeritus of Temple Beth-El, St. Petersburg, FL
11:00 – 11:45 AM
Social Security and Health Care, Part 1
Bill Kalwas
Virtual Education Consultant, Fidelity Investments
11:45 AM – 12:00 PM
Break
12:00 – 1:00 PM
Social Security and Health Care, Part 2
Bill Kalwas
Virtual Education Consultant, Fidelity Investments
1:00 – 1:45 PM
Break
1:45 – 2:45 PM
Plan for the 21st Century Retirement
Steve Vernon, F.S.A.
Founder & President, Rest-of-Life Communications, & Research Scholar, Stanford Center on Longevity
3:00 – 4:15 PM
Working with RPB in Retirement
Robert Perry
Reform Pension Board
4:15 – 4:30 PM
Closing Remarks