Plan for What’s Next

This is your go-to spot for all the seminar resources. We’ll keep adding more as the event date approaches, so stay tuned.

Sunday, 5/3

1:55 p.m. - More Than Finances — Preparing for Life’s Next Chapter, Rabbi Steven E. Kaye, MSW, BCC

• Presentation Slides
• Presentation Handout
  

4:30 p.m. - Contracts for CCAR Participants and Spouses, Michael Gan

• Presentation Handout

Monday, 5/4

8:45 a.m. - Financial Planning for Retirement, Dennis Gump

• Fundamentals of Retirement Income Planning
• Preserving Your Savings for Future Generations
• Tax Savvy Withdrawals
• Income Diversification Brochure

1:15 p.m. - Social Security and Healthcare, Dennis Gump

• Presentation Slides

• Social Security
  
  • Social Security Resource Guide
  • Tips for Working Retirees or for Single/Widowed Participants

• Healthcare
  • Articles
    • Bridge to Healthcare
    • 6 Key Medicare Questions
    • Prepare for the Reality of Healthcare in Retirement
  • Resources
    • Free telephone consultation and online resources from Fidelity
    • Health Insurance Before Medicare
    • Medicare Out of Pocket Estimator
    • Healthcare Estimate Tool

Tuesday, 5/5

8:45 a.m. - What You Can Expect from RPB When You Retire, Robert Perry

• Presentation Slides
• Housing Expenses Worksheet
• Rabbi Trust Plan
• Withdrawals in Retirement
• RMD Details and Calculator
  • Required Minimum Distributions
  • Required Minimum Distribution Calculator

10:30 a.m. - Putting Your Retirement Plan in Action, Steve Vernon, F.S.A.

• Presentation Slides and retirement scenarios essay
• Thinking Ahead Roadmap
• Open Social Security
• Sixty-Five Incorporated - Medicare consulting services
• 6 Questions To Ask When Shopping For A Retirement Advisor
• Boldin - AI-powered retirement planning platform