November and December 2018

Making the Most of Retirement will not meet in November nor in December.  The third Wednesday of these two months (the day on which Making the Most of Retirement meets) is very close to Thanksgiving and Christmas.

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October Meeting – October 17, 2018

The October 17 meeting of Making the Most of Retirement special interest group will feature a new programming component offered for the first time:  The moderated discussion group.  The title of this session is “Estate-Planning Tips,” and the session will be moderated by Zane Quible.  The main topics that will be discussed are Transfer on Death accounts (TOD), Payable on Death accounts (POD), wills, and living (revocable) trusts.  The session, which lasts for one hour (from 1:30 – 2:30), will be held in the 3rd Floor Reception Area at the Stillwater Public Library.  Attendees will have an opportunity to share their knowledge about/experiences with the various topics, to become more knowledgeable about the various topics, and to ask questions about the various topics.  Individuals who wish to do some reading on these topics before the session are directed to the following Internet-based articles:

1.“What is ‘Payable On Death – POD’” available at                          https://www.investopedia.com/terms/p/payableondeath.asp

2.  “What is ‘Transfer On Death—TOD’” available at                https://www.investopedia.com/terms/t/transferondeath.asp

3.  “The Benefits of a Revocable Living Trust vs. a Will” available at https://www.thebalance.com/the-benefits-of-a-revocable-living-trust-vs-a-will-3505405

4.  “Beginner’s Guide to Estate Planning” available at                   http://help.legalnature.com/36446-articles/beginners-guide-to-estate-planning

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September Meeting–September 19, 2018

The September meeting of the Making the Most of Retirement special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on September 19, beginning at 1:30.  All Stillwater-area retirees are invited to attend the meeting, which will be held in the 3rd Floor Reception Area, Stillwater Public Library.  The speakers are Demas Nunez, who will present information about charitable gift annuities, and Ray Smith, who will present information about qualified charitable distributions.

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August Meeting–August 15, 2018

The August meeting of the Making the Most of Retirement special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on August 15, beginning at 1:30.  All Stillwater-area retirees are invited to attend the meeting, which will be held in Room 202 at the Stillwater Public Library.  The speaker, Dr. Ron Miller, OSU professor emeritus, will present information about pros and cons of including annuities in a retirement program.

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July Meeting–July 18, 2018

The July meeting of the Making the Most of Retirement special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on July 18, beginning at 1:30.  All Stillwater-area retirees are invited to attend the meeting, which will be held in the 3rd Floor Reception Area of the Stillwater Public Library.  The speaker, Dr. Timothy Walker, pastor at First Baptist Church in Stillwater, will present information about the GriefShare program available at First Baptist Church.

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June Meeting–June 20, 2018

The June meeting of the Making the Most of Retirement special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on June 20, beginning at 1:30.  All Stillwater-area retirees are invited to attend the meeting, which will be held in the 3rd Floor Reception Area of the Stillwater Public Library.  The speaker, Tonya Ingram, social worker at Stillwater Medical Center/Stillwater Cancer Care, will present information about the starting of and maintaining a support group.

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May Meeting–May 16, 2018

The May meeting of the Making the Most of Retirement Special interest group, co-sponsored by the OSU Emeriti Association and the Stillwater Public Library, will be held on May 16, beginning at 1:30. All Stillwater-area retirees are invited to attend the meeting, which will be held in the 3rd Floor Reception Area at the Stillwater Public Library. The speaker, Becky Taylor, executive director of the Our Daily Bread Food Bank and Resource Center in Stillwater, will present information about volunteering at Our Daily Bread.

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