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2024 Retirement Planning Seminar Resources

This is your go-to spot for all the seminar resources. We’ll keep adding more as the event date approaches, so stay tuned.

Sunday, 6/2

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

Presentation Slides

Optional Reading for the Conference

Ma’ariv Service — 6:30 p.m.

Ma’ariv T’filah

Monday, 6/3

Market Update — 8:45 a.m.

Presentation Slides

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

Presentation Slides: Fundamentals of Retirement Income Planning

Presentation Slides: Preserving Your Savings for Future Generations

Social Security and Health Care — 1:15 p.m.

Presentation Slides

Tuesday, 6/4

What You Can Expect from RPB When You Retire — 9:15 a.m.

Presentation Slides

Housing Expenses Worksheet

Rabbi Trust Plan

Withdrawals in Retirement

Required Minimum Distributions

Required Minimum Distribution Calculator

Plan for the 21st Century Retirement11:00 a.m.

Presentation Slides

Thinking Ahead Roadmap

Open Social Security

65 Incorporated

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 be better prepared.

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