Plan for What’s Next
Formerly our Retirement Planning Seminar.
What you’ll do each day
The agenda for the 2026 seminar includes many interesting and in-depth sessions to help you plan for retirement. Click below to see a listing of daily sessions and a full seminar agenda.
12:45 p.m.
Seminar Check In
1:00 – 1:45 p.m.
Welcome, Introductions, and Seminar Overview
1:55 – 4:15 p.m.
More Than Finances — Preparing for Life’s Next Chapter
(Includes 15-minute session break)
Rabbi Steven E. Kaye, MSW, BCC
4:15 – 4:30 p.m.
Session Break
4:30 – 5:30 p.m.
Contracts for CCAR Participants and Spouses
Michael Gan
Partner, Peer, Gan & Gisler LLP
5:45 – 6:30 p.m.
Contracts for Non-Clergy Participants and Spouses
Michael Gan
Partner, Peer, Gan & Gisler LLP
6:45 – 7:15 p.m.
Ma’ariv Service
Rabbi Jeffrey Sirkman
Larchmont Temple, Larchmont, NY
Rabbi Kenneth Chasen
Leo Baeck Temple, Los Angeles
7:15 – 9:00 p.m.
Dinner
9:00 p.m.
Informal Networking
8:30 – 8:45 a.m.
Daily Welcome
8:45 – 11:30 a.m.
Financial Planning for Retirement
(Includes 15-minute session break)
Dennis Gump
Workplace Financial Consultant, Fidelity Investments
11:30 a.m. – 12:00 p.m.
Fidelity NetBenefits Demo
12:00 – 1:00 p.m.
Seminar Lunch
1:00 – 1:15 p.m.
Session Break
1:15 – 2:45 p.m.
Social Security and Health Care
Dennis Gump
Workplace Financial Consultant, Fidelity Investments
2:45 – 3:00 p.m.
Session Break
3:00 – 4:15 p.m.
Exploring Identity, Best Rabbinic Practices, and Future Goals: A Session for CCAR Rabbis and their Partners
Rabbi Betsy Torop
Director of Rabbinic Education and Support Services, CCAR
4:30 – 7:00 p.m.
One-on-one Appointments
Michael Kimmel
Chief Executive Officer, RPB
Robert Perry
Director of Participant and Employer Services, RPB
7:00 – 8:45 p.m.
Dinner on Your Own
8:45 p.m.
Informal Networking
8:30 – 8:45 a.m.
Daily Welcome
8:45 – 10:00 a.m.
What You Can Expect from RPB When You Retire
Robert Perry
Director of Participant and Employer Services, RPB
10:00 – 10:30 a.m.
Extended Session Break
10:30 – 11:45 a.m.
Putting Your Retirement Plan in Action
Steve Vernon, F.S.A.
Founder & President, Rest-of-Life Communications
12:00 – 1:00 p.m.
Closing Lunch