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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 last year's agenda to get a feel for what to expect this year.

12:30 PM

Registration

Location: Skyline Foyer

1:20 – 2:20 PM

Welcome, Introductions and Seminar Overview

2:30 – 5:30 PM (break from 4:00 – 4:15 PM)

Concurrent Sessions

Group 1

  • Financial Planning for Retirement
    Alissa Cheatham
    Retirement Specialist, Vanguard Institutional Investor Group

Group 2

  • Beyond Dollars: Non-Financial Aspects of Retirement
    Helen Dennis
    Specialist on Aging, Employment and the New Retirement

6:30 – 7:00 PM

Ma’ariv Service

7:00 – 9:00 PM

Dinner for Attendees and Guests

9:00 PM

Informal Networking

RPB team

8:00 AM

Registration

8:15 – 9:00 AM

Daily Welcome and Breakfast Buffet

9:00 AM – 12:00 PM (break from 10:15 – 10:30 AM)

Concurrent Sessions

Group 1

  • Beyond Dollars: Non-Financial Aspects of Retirement
    Helen Dennis
    Specialist on Aging, Employment & the New Retirement

Group 2

  • Financial Planning for Retirement
    Alissa Cheatham
    Retirement Specialist, Vanguard Institutional Investor Group

12:45 – 1:05 PM

Lunch

1:15 – 2:30 PM

The Realities of Retirement: How Your Peers Made the Transition

2:30 – 2:45 PM

Break

2:45 – 4:00 PM

Concurrent Sessions

CCAR Participants and Spouses/Partners

  • Negotiating Your Retirement Contracts
    Jean-Marc Favreau, Esq.
    Partner, Peer, Gan & Gisler

ARJE, NATA, ECE-RJ, URJ Participants and Spouses/Partners

  • Negotiating Your Retirement Contracts
    Alyce Gunn
    Chief Financial Officer, RPB

    Sharon Morton, RJE
    Retired Educator

4:00 – 6:30 PM

Individual Consultations

Alyce Gunn
Chief Financial Officer, RPB

Robert Perry
Director of Participant & Employer Services, RPB

Helen Dennis
Specialist on Aging, Employment and the New Retirement

8:00 PM

Informal Networking

RPB team

8:00 am

Registration

8:15 – 9:00 AM

Daily Welcome and Breakfast Buffet

9:15 – 10:15 AM

What You Can Expect From The RPB When You Retire

Alyce Gunn
Chief Financial Officer, RPB

Robert Perry
Director of Participant and Employer Services, RPB

10:15 – 10:45 AM

Session Break

10:45 AM – 12:15 PM

Introduction To Social Security Benefits and Medicare

Frances Hernandez
Public Affairs Specialist, Social Security Administration

12:30 – 1:30 PM

Closing Session and Lunch

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