Aging Up: What is Next?

Thursday, March 15, 2018

American Hebrew Academy | Greensboro, North Carolina

A workshop for educators who are beginning to think about what’s next in their lives…and what you should be thinking about now in order to be prepared

8:30am Registration and Continental Breakfast

9:00am Welcome

9:15am Keynote Speaker: John Diehl, MIT AgeLab

10:15am Break

10:30am Breakout Session I (select one)

Savvy IRA Planning for Boomers | Elizabeth Leventis & Sindy Wiley
IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan. Baby boomers are asking many questions.  What type of retirement account is right for me? Can I still contribute to a retirement account and if so, how much? When do I need to take withdrawals and how much do I have to take? How are my IRA withdrawals taxed? How does my IRA fit into my overall plan? To help attendees better understand IRA planning, this workshop will cover: 7 strategies for Savvy IRA planning, 6 roll over options for your retirement plan funds, 3 common required minimum distribution mistakes, the difference between indirect and direct rollovers, how to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans, and 3 different options for spousal IRA beneficiaries.
Aging Gracefully: Fitness Over 50 | Judy Frederick
Fitness is multifaceted: what are reasonable expectations of strength, endurance, and flexibility in each decade. We will also explore mindfulness and relaxation as an integral part of a healthy fitness plan. While we may not be looking for a new career in professional sports or a desire to run a marathon, staying mobile is a critical desire of everyone as they age. What steps can you take to make sure you are on the right path? Come to the session prepared to MOVE!

11:30am Lunch

12:30pm Breakout Session II (select one)

Leaving a Legacy | Theodora Vaporis
Taking Control of Your Retirement: Defining and Pursing the Life you Want | Steve Sharkey
 

1:30pm Care Management: Navigating the System | Amy L. Natt,  Aging Outreach Services President & CEO

2:30pm The New You: Developing a Plan For Being “Retired”

3:15pm Adjourn
 

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