2022 Retirement Planning Seminar
–
Miami, FL
Agenda
The agenda for the 2022 seminar will include many interesting and in-depth sessions to help you plan for retirement. Read below for tentative information about the daily sessions and a full seminar agenda.
Note: All times are Eastern.
12:00 p.m.
Registration
1:00 – 1:45 p.m.
Welcome, Introductions, and Seminar Overview
1:55 – 4:15 p.m.
Beyond Dollars: Thriving in the New Retirement
(Includes 15-minute session break)
Helen Dennis
Specialist on Aging, Employment & the New Retirement
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
6:30 – 7:00 p.m.
Ma’ariv Service
7:00 – 9:00 p.m.
Dinner for Attendees and Guests
9:00 p.m.
Informal Networking
8:15 – 9:15 a.m.
Daily Welcome & Breakfast
Market Update (8:45 a.m. Start)
Dennis Gump
Workplace Financial Consultant, Fidelity Investments
9:30 – 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 Luncheon
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.
Transitioning to Retirement for Clergy
Rabbi Leora Kaye
Director of Rabbinic Career Services, CCAR
4:15 – 6:45 p.m.
One-on-one Appointments
- Helen Dennis
Specialist on Aging, Employment & the New Retirement - Michael Kimmel
Chief Executive Officer, RPB - Robert Perry
Director of Participant and Employer Services, RPB
8:45 p.m.
Informal Networking
8:15 – 9:00 a.m.
Daily Welcome and Breakfast Buffet
9:15 – 10:30 a.m.
What You Can Expect from RPB When You Retire
Robert Perry
Director of Participant and Employer Services, RPB
10:30 – 11:00 a.m.
Session Break
11 a.m. – 12:00 p.m.
Plan for the 21st Century Retirement (via Zoom)
Steve Vernon, F.S.A.
Founder & President, Rest-of-Life Communications
12:15 –1:15 p.m.
Closing Session and Luncheon