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2021 Retirement Planning Seminar

Agenda

The agenda for the 2021 seminar will include 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 – 2:30 PM

Conversation Café

  • RPB Open Q&A
  • Fidelity NetBenefits Demo and Q&A with Sean Carson, Retirement Specialist, Fidelity Investments

2:30 – 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

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