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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)

Tax Savvy Withdrawals

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:


Village to Village Network

Essential Retirement Planning for Solo Agers by Sara Zeff Geber

How to Plan for Retirement as a Gay Couple by David Rae

Suggested Books

Negotiating Your Retirement Contract for Clergy — 2:20 pm

Presentation Slides: Negotiating Your Retirement Contract Guide

Transitioning to Retirement for Educators, Executive Directors, and Others2:20 pm

Presentation Slides: Guidance for Your Transition to Retirement

Transitioning to Retirement for Clergy3:45 pm

Presentation Slides: Transitioning to Retirement

Tuesday, 10/26

Morning Service 10:30 am

Presentation Slides: Morning Service - Order of Service

Morning Service Text Study

Social Security and Healthcare — 11:10 am

Presentation Slides: Social Security and Healthcare in Retirement

Social Security Website

Social Security Tips for Couples

Social Security Tips for Singles

Social Security Tips for Divorced Couples

Social Security Tips for Working Retirees

Taxes on Social Security

Prepare for the Reality of Healthcare in Retirement

Bridge to Healthcare

Medicare Website

Medicare and You

Medicare Advantage Questions and Answers

6 Key Medicare Questions

Medicare and Working Past 65

Long Term Care Calculator

Longevity Websites:

Longevity illustrator

Living to

Blue zones

Plan for the 21st Century Retirement — 1:45 pm

Thinking Ahead Roadmap

Open Social Security (determine your social security claiming strategy)

65 Incorporated (Medicare advisors)

One-on-One Sessions

Click the links below to schedule a one-on-one session with our retirement experts.

Robert Perry – Director of Participant and Employer Services

Sean Carson – Retirement
Specialist, Fidelity Investments

(Search for Reform Pension Board, then select "virtual appointment")

Helen Dennis – Specialist on Aging, Employment & the New Retirement

Questions? Please email Maria Rodriguez.

What Surprised RPB’s Retirees

We asked our retired participants what surprised them in retirement and what they would have done to prepare better.

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