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2020 Retirement Planning Seminar

Agenda

The agenda for the 2020 seminar will include many interesting and in-depth sessions to help you plan for retirement. Read below for information about the daily sessions and a full seminar agenda.

One-on-one appointments with Michael Kimmel or Robert Perry will be scheduled after the conference is over.

Note: All times are Eastern.

10:45 AM

Welcome, Community Gathering

Michael Kimmel & Len Teitelbaum
Reform Pension Board

11:15 AM – 12:45 PM

Concurrent Sessions

Group A

  • Financial Aspects of Retirement
    Geri Allard
    Virtual Education Consultant, Fidelity Investments

Group B

  • Beyond Dollars: Thriving in the New Retirement
    Helen Dennis
    Specialist on Aging, Employment and the New Retirement

12:50 - 1:35 PM

Conversation Café & East Coast Lunch

  • Informal Networking
  • Fidelity NetBenefits Demo & Q&A with Sean Carson
  • RPB Open Q&A

1:40 – 3:10 PM

Concurrent Sessions

Group A

  • Beyond Dollars: Thriving in the New Retirement
    Helen Dennis
    Specialist on Aging, Employment and the New Retirement

Group B

  • Financial Aspects of Retirement

    Geri Allard
    Virtual Education Consultant, Fidelity Investments

3:15 – 4:00 PM

Conversation Café & West Coast / Midwest Lunch

  • Informal Networking
  • Helen Dennis Open Q&A
  • RPB Open Q&A

4:00 – 5:30 PM

Concurrent Sessions

  • Transitioning to Retirement for Clergy
    Rabbi Cindy Enger

    CCAR

    Rabbi Donald B. Rossoff
    Rabbi Emeritus, Temple B’nai Or
  • Transitioning to Retirement for Educators, Executive Directors, and Others
    Sharon Morton
    Retired Educator, RJE

5:30 PM

Daily Wrap for All Attendees

10:45 AM

Morning Service

Rabbi Stacy Offner
Rabbi, Temple Beth Tikvah, Madison, CT

11:20 AM – 12:50 PM

Social Security and Health Care

Geri Allard
Virtual Education Consultant, Fidelity Investments

12:55 – 1:05 PM

Break

1:05 – 2:00 PM

Community Gathering Session & East Coast Lunch

Plan for the 21st Century Retirement
Steve Vernon, F.S.A.
Founder & President, Rest-of-Life Communications, & Research Scholar, Stanford Center on Longevity

2:00 – 2:15 PM

Break

2:15 – 3:30 PM

Negotiating Your Retirement Contract for Clergy

Michael Gan
Partner, Peer, Gan & Gisler LLP

3:30 – 4:15 PM

Conversation Café & West Coast / Midwest Lunch

  • Informal Networking
  • Michael Gan Open Q&A
  • Fidelity NetBenefits Demo and Q&A with Sean Carson

4:15 – 5:30 PM

Working with RPB in Retirement

Robert Perry & Michael Kimmel
Reform Pension Board

5:30 – 5:45 PM

Closing Remarks

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