2021 Retirement Planning Seminar Resources
This is where you'll find all the resources for the Retirement Planning Seminar.
Sunday, 10/24
Financial Aspects of Retirement — 2:20 pm
Presentation Slides: Turn Your Savings into Retirement Income
Understanding Your Spending Worksheet
Estimate Your Health Care Costs in Retirement
Estimate Your Medicare Costs (Medicare website)
Making Retirement Savings Last (the 4% to 5% rule)
Inheriting an IRA from someone other than your spouse
Monday, 10/25
What Surprised RPB's Retirees?
Beyond Dollars: Thriving in the New Retirement — 11:15 am
Presentation Slides: Five Trends
Other Non-Financial Aspects of Retirement Resources:
Essential Retirement Planning for Solo Agers by Sara Zeff Geber
How to Plan for Retirement as a Gay Couple by David Rae
Negotiating Your Retirement Contract for Clergy — 2:20 pm
Presentation Slides: Negotiating Your Retirement Contract Guide
Transitioning to Retirement for Educators, Executive Directors, and Others — 2:20 pm
Presentation Slides: Guidance for Your Transition to Retirement
Transitioning to Retirement for Clergy — 3:45 pm
Presentation Slides: Transitioning to Retirement
Tuesday, 10/26
Morning Service — 10:30 am
Presentation Slides: Morning Service - Order of Service
Social Security and Healthcare — 11:10 am
Presentation Slides: Social Security and Healthcare in Retirement
Social Security Tips for Couples
Social Security Tips for Singles
Social Security Tips for Divorced Couples
Social Security Tips for Working Retirees
Prepare for the Reality of Healthcare in Retirement
Medicare Advantage Questions and Answers
Longevity Websites:
Plan for the 21st Century Retirement — 1:45 pm
Open Social Security (determine your social security claiming strategy)
65 Incorporated (Medicare advisors)