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2022 Retirement Planning Seminar Resources

This is where you'll find all the resources for the Retirement Planning Seminar.

Sunday, 11/6

Beyond Dollars: Thriving in the New Retirement — 1:55 p.m.

Presentation Slides


Optional reading before the conference

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

Contracts for CCAR Participants and Spouses — 4:30 p.m.

Presentation Slides: Negotiating Your Retirement Contract Guide

Ma’ariv Service — 6:30 p.m.

Handout: Mishkan T'filah

Monday, 11/7

Financial Planning for Retirement — 9:30 a.m.

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

What You Can Expect from RPB When You Retire11:30 a.m.

Presentation Slides

Housing Expenses Worksheet

Rabbi Trust Plan

Withdrawals in Retirement

Required Minimum Distributions

Required Minimum Distribution Calculator

Social Security and Healthcare — 1:15 p.m.

Presentation Slides

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

Tuesday, 11/8

Plan for the 21st Century Retirement — 11:00 a.m.

Presentation Video

Thinking Ahead Roadmap

Open Social Security (determine your social security claiming strategy)

65 Incorporated (Medicare advisors

Garrett Planning Network

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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