2019 Retirement Planning Seminar
–
San Francisco, CA
Agenda
The agenda for the 2019 seminar includes many interesting and in-depth sessions to help you plan for retirement.
12:30 PM
Registration
Location: Skyline Foyer
1:20 – 2:20 PM
Welcome, Introductions and Seminar Overview
2:30 – 5:30 PM (break from 4:00 – 4:15 PM)
Concurrent Sessions
Group 1
- Financial Planning for Retirement
Alissa Cheatham
Retirement Specialist, Vanguard Institutional Investor Group
Group 2
- Beyond Dollars: Non-Financial Aspects of Retirement
Helen Dennis
Specialist on Aging, Employment and the New Retirement
6:30 – 7:00 PM
Ma’ariv Service
7:00 – 9:00 PM
Dinner for Attendees and Guests
9:00 PM
Informal Networking
RPB team
8:00 AM
Registration
8:15 – 9:00 AM
Daily Welcome and Breakfast Buffet
9:00 AM – 12:00 PM (break from 10:15 – 10:30 AM)
Concurrent Sessions
Group 1
- Beyond Dollars: Non-Financial Aspects of Retirement
Helen Dennis
Specialist on Aging, Employment & the New Retirement
Group 2
- Financial Planning for Retirement
Alissa Cheatham
Retirement Specialist, Vanguard Institutional Investor Group
12:45 – 1:05 PM
Lunch
1:15 – 2:30 PM
The Realities of Retirement: How Your Peers Made the Transition
2:30 – 2:45 PM
Break
2:45 – 4:00 PM
Concurrent Sessions
CCAR Participants and Spouses/Partners
- Negotiating Your Retirement Contracts
Jean-Marc Favreau, Esq.
Partner, Peer, Gan & Gisler
ARJE, NATA, ECE-RJ, URJ Participants and Spouses/Partners
- Negotiating Your Retirement Contracts
Alyce Gunn
Chief Financial Officer, RPB
Sharon Morton, RJE
Retired Educator
4:00 – 6:30 PM
Individual Consultations
Alyce Gunn
Chief Financial Officer, RPB
Robert Perry
Director of Participant & Employer Services, RPB
Helen Dennis
Specialist on Aging, Employment and the New Retirement
8:00 PM
Informal Networking
RPB team
8:00 am
Registration
8:15 – 9:00 AM
Daily Welcome and Breakfast Buffet
9:15 – 10:15 AM
What You Can Expect From The RPB When You Retire
Alyce Gunn
Chief Financial Officer, RPB
Robert Perry
Director of Participant and Employer Services, RPB
10:15 – 10:45 AM
Session Break
10:45 AM – 12:15 PM
Introduction To Social Security Benefits and Medicare
Frances Hernandez
Public Affairs Specialist, Social Security Administration
12:30 – 1:30 PM
Closing Session and Lunch