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March 22, 2016 Newswires
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Baby Boomer Conference April 2 Reinvents What Retirement Means

Business Wire

Avenidas ‘Boomer University’ Features Nine Breakout Sessions to Help Answer Questions on Goal Setting, Finding New Passions, Reassessing Housing and Funding Prosperous Retirements

PALO ALTO, Calif.--(BUSINESS WIRE)-- If you are part of the first Baby Boomer segment from 1946-1954, you are facing a new arena of life formerly known as “retirement.” If you are part of the second wave of Boomers from 1955-1964, you are dealing with being in the “sandwich generation.” Either way, you probably aren’t sure how to navigate this new territory. Instead of letting doubts and fears write the next chapter of your life, take a proactive approach by attending a new conference from Avenidas called “Boomer University: Mapping Out Your Future," co-presented by the City of Palo Alto.

“Avenidas Boomer University isn't Basket Weaving 101, it is Reinventing Retirement 2.0!" said Kari Martell, Avenidas vice president of marketing and communications. "Today's retirement isn't the same as our father's retirement, so that's why Baby Boomers need this conference, the first of its kind in Silicon Valley, to truly reframe their perceptions and discover what an exciting time retirement can be!,” added Martell.

The keynote speaker is Bart Astor, author of 12 books and an expert in life’s transitions who has appeared on ABC’s Good Morning America, PBS’s Marketplace and Ric Edelman’s The Truth About Money. Astor's talk, “Those Were the Days, My Friend,” will lead attendees to reflect on who they are, where they came from, and what their future holds by thoughtfully weaving in music and stories.

Attendees will have their choice of three out of nine breakout sessions in the following tracks: “Reimagining Your Possibilities,” “Loving Where You Live” and “Financing Your Dreams.” Workshops in the first track will help attendees with meaningful goal setting and purposefully finding their passion, while those in the second track will have attendees reassessing where they lay their head. The final track will focus on funding all their new plans.

Conference attendees will receive a box lunch, get the chance to meet with service providers, and enter raffle prize drawings.

WHAT:

             

Avenidas Boomer University: “Mapping Out Your Future”

(day-long conference for retirement planning)
 

WHEN:

Sat. April 2, 8:30am-3pm
 

WHERE:

Mitchell Park Community Center
3700 Middlefield Road, Palo Alto, CA 94303, (free parking)
 

WHY:

Conference to present information from experts on how to reimage future

possibilities, love where you live and how to finance your dreams
 

WHO:

Ideal for anyone 50+ years of age who wants to start planning their future
 

TICKETS:

Tickets are $45 via Eventbrite and include lunch

 

INFO:

Avenidas or (650) 289-5435

 

SCHEDULE OF EVENTS:
8:30am—9:00am:
Registration. Coffee and orange juice provided by Home Care Assistance. Visit sponsor booths
to win prizes.

9-9:45am: Keynote: “Those Were the Days, My Friend!”Bart Astor, expert in life’s transitions and author of 12 books. By weaving in music and stories,
Bart will lead people to reflect on who they are, where they came from, and what their future
holds.

10-11:15am: Session 1
Attendees choose one of three workshops:

1.

     

“Goal Setting for a Successful Transition to the 2nd Half of Your Life”

Bart Astor, Author
Explore ways to create dynamic new goals and identify role models. Examine how work and
volunteer activities can aid in achieving those goals, as well as providing new challenges.
Learn to take a more proactive approach to your future with these new tools.
 

2.

“Fall in Love with Your House Again”

Genie Nowicki, CKD, CBD, CID, CAPS, Harrell Remodeling;

Cindy Hofen, Senior Transitions Specialist;

Nancy Goldcamp, Moderator

Fast paced, multi-disciplined overview includes planning, costs, benefits, tips, checklists, and
fundamentals for taking your current residence from Now to WOW. Make your current
home meet your current and future needs.
 

3.

“Understanding Why Long Term Care is Essential to Retirement Planning”

Debra Rauser, RN & LTC Specialist, xACSIA Partners
Longer life expectancies increase the need for Long Term Care (LTC), making LTC one of the
biggest risks we face today. LTC costs can turn a lifetime of savings upside down. Get your
questions answered and better understand your options on how to pay for LTC—an
essential piece of retirement planning and financial security.
 

11:30am-12:45pm: Session 2

Attendees choose one of three workshops:
 

4.

“Finding Purpose and Meaning”

Agnes Le, Instructor & Executive Coach, Stanford;
Stuart Silverman, Exec. Dir., Next Stage University
At this stage in life, many of us yearn to find activities that focus on what matters most to
us. This fun and interactive session helps you explore what makes you come alive, whether
it is reinventing yourself in an encore career, pursuing a new interest, volunteering for a
cause or spending more time with family.
 

5.

“It’s Not What You Sell it for, but What You Get to Keep that Counts”

Sandeep Varma, Wealth Strategist
Many long-time homeowners would sell their houses, but the specter of huge capital-gains
taxes holds them back. If you’ve heard about avoiding capital gains, charitable remainder
trusts, investing to create income, and want to learn more, attend this session.
 

6.

“Planning for a Prosperous Retirement”

K. Esther Szabo, CFP, CEO, Gates Pass Advisors
Everyone knows they want to live out their retirement years in comfort and ease, but many
do not know how to really quantify their financial path. This workshop will review a 5-step
process for getting to the heart of one’s most critical needs and wants to create a successful
pre-and post-retirement.
 

12:45-1:30pm: Lunch. Prize drawings at 1:15

 

1:30-2:45pm: Session 3

Attendees choose one of three workshops:
 

7.

“Boost Your Happiness and Transform Your Life!”

Jim McCarthy, Motivational Speaker
This interactive session will cover life purpose, relationships, and even regrets. You’ll also
learn scientifically proven practices which help you appreciate what you have, be thankful
for who you are, and discover more happiness.
 

8.

“Alternative Housing Choices”

Nancy Goldcamp, Seniors Real Estate Specialist;
Susan Thaxton, CSR, Senior Seasons
Wondering where to live when you retire or “right-size?” Not sure what the options are?
Grab a seat and buckle-up. This overview will cover local area ideas, options you may have
dreamed of, and ideas to spark your imagination.
 

9.

“How Social Security and Medicare Fit into Your Retirement Plan”

Barbara Krimsky Binder, CFP, BKB Financial Advisors
Get up to speed on how these government programs work. Learn how recent legal changes
to Social Security might affect you, along with ways to increase your benefit. Then discover
what Medicare covers, how much it costs, and how to avoid penalties and coverage gaps.
 

Sponsors:

City of Palo Alto

Nancy Goldcamp

Home Care Assistance

Care Indeed

Home Instead Senior Care

Harrell Remodeling

Senior Seasons

Next Stage University

Matched Caregivers

Alcara

Seniors at Home

Webster House

About Avenidas:

Avenidas is a non-profit organization that offers tools for positive aging to people and their families on the mid-Peninsula. The organization runs a community center in downtown Palo Alto, a dual-licensed facility in Mountain View that provides adult day care and adult day health care called Avenidas Rose Kleiner Center, and an aging-in-place membership program, Avenidas Village.

Photos available upon request.

View source version on businesswire.com: http://www.businesswire.com/news/home/20160322006276/en/

Avenidas

Kari Martell, 650-289-5427

kmartell@avenidas.org

Source: Avenidas

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