Your Retirement Quest 2011- October 29, 2011 event is canceled
Event Flyer | Event Agenda | Event Speakers and Breakout Sessions
Event Agenda
Event Date: October 29, 2011
Location: Tangeman University Center, University of Cincinnati Campus
| Time | Agenda Item |
|---|---|
| 7:30 – 8:00 | Registration and Retirement Information Booths Open |
| 8:00 – 9:00 | Welcome and Keynote Speech |
| 9:00 – 9:15 | Move to Session #1 |
| 9:15 – 10:00 | Breakout Session #1 |
| 10:00 – 10:15 | Move to Session #2 |
| 10:15 – 11:00 | Breakout Session #2 |
| 11:00 – 11:15 | Move to Session #3 |
| 11:15 – 12:00 | Breakout Session #3 |
| 12:00 – 12:15 | Move to Lunch |
| 12:15 – 1:00 | Lunch, Panel & Q&A |
| 1:00 – 2:00 | Visit Booths and Mix with Speakers (for those who are interested) |
Event Speakers and Breakout Sessions
Keynote Speakers:Keith Lawrence and Alan Spector, Co-Authors, Your Retirement Quest
Introduction to the current myths and the ten key elements of a fulfilling retirement and an opportunity for you to assess where you are today on your retirement journey
Breakout Sessions:
Financial Security: Joe Peters, Merrill Lynch
Practical considerations and approach to financially prepare for your retirement
Giving Back: Jeffrey Dundon, Director-University of Cincinnati Foundation and Suzanne Rohlfs, Director of Professional Advisor Relations-Greater Cincinnati Foundation
The role that giving back to the community and being involved with something greater than yourself can play in your fulfillment during retirement
Preventative Medicine for Successful Aging: Dr. Gregg Warshaw, Director-University of Cincinnati Geriatric Medicine
Steps to take to minimize your risks of illness and aging that can negatively affect your ability to pursue your retirement dreams
Growth, Learning, & Fun: Jim Goyette and Tom Noonan, Board Chair and Past Board Chair-Osher Lifelong Learning Institute
Opportunities to pursue in retirement that lead to personal growth, development and having fun!
Estate Planning: Bonnie Camden, Partner-Dinsmore & Shohl Attorneys
Important insights into what comprises a thorough estate plan, why it is critical, and what resources are available to you
Health and Wellbeing: Charles Puchta, Director-University of Cincinnati Center for Aging with Dignity
Essential habits that will ensure you have abundant energy to live the retirement of your dreams
Elder Care for You and Your Parents: Kathy Ison, Vice-President Affordable Housing and In-Home Services-Episcopal Retirement Homes
The elements of a thorough elder care approach for you and your family, why it is critical, and what resources exist to help you put it in place.
Tax Planning: Jim Flood, Tax Director-Deloitte & Touche
Practical tips and resources on how to proactively manage your taxes in retirement
Defining What’s Next in My Life: Keith Lawrence, Co-Author-Your Retirement Quest
Insights into the importance of defining a new personal purpose in retirement and the three questions you must answer that will tell you “what’s next”
Dealing with Unexpected Change and Adversity: Alan Spector, Co-Author- Your Retirement Quest
Preparing to handle the inevitable changes that everyone’s retirement holds in store
Lunch Panel Speakers: (Moderator: Alan Spector)