Encore Conference 2019: Preparing for Retirement

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Encore Conference 2019: Preparing for Retirement

Wednesday, March 6, 2019, 9:00am to 4:15pm

Woman’s League for Conservative Judaism, 475 Riverside Drive, Suite 820, New York, 10115

A one-day conference to envision what retirement might look like. The seminar will focus on the financial, psychological and practical aspects of retirement. The Joint Retirement Board of the Conservative movement will present on financial matters and help explain social security benefits. Other topics to be discussed are: Being an emeritus, balancing work and family, and reimagining your rabbinic identity.

We will answer questions such as:

  • What do rabbis find stressful as they begin retirement?
  • How do you mitigate financials concerns?
  • Is there a difference between parsonage now and when you take retirement?
  • What should your investment strategy be between now and when you retire?
  • What will the first day of your retirement look like?

A joint initiative of the Career Center of the Rabbinical Assembly and the Joint Retirement Board.

Tentative Schedule

9:00 – 9:30 AM

Continental Breakfast

 

9:30 – 11:00 AM

Session I – Envisioning Retirement

Rabbi Elliot Salo Schoenberg, Senior Vice President Rabbinical Assembly

 

11:15 AM - 12:30 PM

Session II – Financial Planning for Retirement

  1. Parsonage in retirement; Required Minimum Distributions; post-employment contributions to your JRB account
  2. Developing a Retirement Income Strategy

Mr. Mitchell J. Smilowitz, CPA; CEO, The Joint Retirement Board for Conservative Judaism

 

12:30 - 1:30 PM

Lunch

(in small groups while working on assignments)

1:30 - 3:00 PM

Session III – Encore Employment

Rabbi Elliot Salo Schoenberg

3:00 - 3:15

Break/Minhah

 

3:15 - 4:30

Session IV – Social Security Claiming Strategies; Medicare Enrollment

Mr. Mitchell Smilowitz

 

4:30 - 4:45 PM

Wrap Up

 

 

Bibliography

Jason, Julie. The AARP Retirement Survival Guide. New York: Sterling, 2009

Leider, Richard and Webber, Alan. Life Reimagined: Discovering your New Life Possibilities. AARP, 2014

Nelson, John E. and Richard N. Bolles. What Color is Your Parachute for Retirement? Berkeley: Ten Speed Press, 2009

Schlossberg, Nancy K. Retire Smart, Retire Happy. New York: Penguin, 2009

When
March 6th, 2019 9:00 AM through  4:15 PM
Registration
Seminar $ 75.00