RTAC Member Workshops and Seminars
Last update 9/13/17
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The Fall 2017 RTAC Workshops and Seminars are listed below.
RTAC is pleased to be able to invite its members to participate in our future workshops and seminars.
These programs are provided to our members at no charge. The sessions are held in the Garland Building Conference Room at 111 N. Wabash Avenue.
Unless otherwise listed, all programs listed below begin at 10:00 a.m. and generally conclude before noon. Space is limited to 20  participants per program. Please call (312) 750-1522 between 10:00 a.m. and 3:00 p.m. to make a reservation.

Navigating Social Security to Maximize Retirement Benefits presented by Better Benefits Family Group


Reviewing Your 2016 Tax Return to Save Money on Your 2017 Taxes presented by Bill Blyth & Associates
Optimizing Home Mortgage Benefits presented by Estate Plan Chicago
Don’t Be Spooked by Long Term Care presented by Janice Axelrod & Assoc.
Medicare Basics presented by Oak Street Health
Watch this space for additional workshops or send a note to the webmaster to be included in our Workshop Alerts
All programs require advance registration and are open to RTAC Members in good Standing.
Please call (312) 750-1522 to reserve your place.
Due to space limitations, registration is limited to, AT MOST, 20 individuals for each program.
Unless otherwise indicated, all of the workshops take place the conference room of the Garland building at 111 N. Wabash.

Click CTU or CTPF to get information about or to register for their workshops.
Fall 2017 CTPF Healthcare Workshops
Tuesday, October 3, 2017 at the Harold Washington Library in Chicago
Thursday, October 5, 2017 at the Oak Lawn Hilton
NOTE: The information given above is correct.  The information in the
print version of our Fall 2017 News Bulletin is NOT correct.
Other workshops and seminars are:

Workshops by the Cook County Elder Justice Center
Please call the Elder Justice Center at (312) 603-9233 today to reserve your seat.

“This Place Seems Nice:  Adult Day Care Services”
Thursday, September 21, 2017

“Everything You Want To Know About Guardianship”
Thursday, October 12, 2017

(Noon – 1:30 p.m. – Courtroom 2005)
Summaries of recent RTAC workshops.
Quick links to summaries of the Spring 2017 workshops:
"Strategies to Prevent Outliving Your Resources" by Michael Broadus and Michael Vasilou, Tuesday, April 18, 2017
"Retirees’ Income Choices and Cash Flow" by Bill Blyth & Associates Thursday, April 20, 2017
"Windows 10 and PC Security" by Roy Coleman, RTAC Webmaster, Tuesday, April 25, 2017
"The ABCs of New LTCs"  by Janice Axelrod, Tuesday, May 30, 2017
"Affordable Long Term Care/Life Insurance Hybrid Policies With No Premium Increases" by Ward Powell, Thursday, June 8, 2017
"Men's and Women’s Health" by Dr. Olalawu Fayan. Thursday, June 15, 2017

Summaries of past RTAC Seminars and Workshops

Strategies to Prevent Outliving Your Resources on Tuesday, April 18, 2017 by Michael Broadus & Michael Vasilou from the Better Benefits Family Group, Inc.Logo
  1. There was an active discussion with the attendees, regarding their individual reasons for attending the presentation and what questions or concerns that they wanted us to answer.
  2. We presented a comprehensive slide presentation on how today’s money is working. How the attendees retirement plans may need an annual review to take advantage of plans with better returns and less taxes in order to keep pace with Rising Costs, Better Health, and Longer Living.
  3. Also discussed was how Planning for Social Security Distributions and Medicare Parts A, B, C, D, and F is becoming equally as important for Senior Retirement Planning. (This will be the main topic for our September, 2017 presentation.)
  4. We pointed out the Baby Boomer’s need to start Estate Planning, as the Sandwich Generation, for both their Parents, as well as their Children and Grand Children.

Presenters Michael Vasilou & Michael Broadus

Answering participant's questions

Michael Broadus in an active discussion

Michael Vasilou & Michael Broadus and participants
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Retirees’ Income Choices and Cash Flow on Thursday, April 20, 2017 by Bill Blyth & Associates
 Blyth Logo

(Summary Pending)

Carla Nitz and Bill Blyth presenting

Bill Blyth handing out example worksheets

Carla Nitz and Bill Blyth answering questions

Carla Nitz and Bill Blyth with more examples
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Windows 10 and PC Security on Wednesday, April 25, 2017 by Roy Coleman
You can download the complete PowerPoint presentation (here), a 'How To' sheet (here) and my preferred settings (here).
W10 participants
Roy Coleman Emphasizing Proper E-mail Protocol
W10 Workshop
Workshop Participants Learning to use BCC
W10 Workshop
Roy Coleman  Answering Participant's Questions
W10 workshop
Answering More Participant's Questions
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The ABCs of New LTCs on Tuesday, May 30, 2017 by Janice Axelrod
Today's broad ranging seminar covered Long Term Care insurance.  We had a very in back and forth discussion. Below is an outline of the topics that were discussed and questions we answered.


 I.    Long Term Care (LTC) is about you AND your family
a.      It’s a reality that at least 70% of people over 65 will need LTC
b.      Average length of LTC claim last longer than 1 year, the average is ~4 years
II.    What IS Long Term Care?
a.      It is the assistance or supervision you may need because you become unable to do some of the basic Activities of Daily Living (ADL), because of Accident, Illness, Age, or other chronic conditions or cognitive impairment
III.   Why LTC is necessary
a.      We have a longer life expectancy
b.      Longer life is not synonymous with better life
c.      How will you continue to care for yourself as you continue to age? Do you have a plan for the expense?
   .    If you need help someday, what’s your greatest concern?
a.      Ensuring you won’t have to rely on your family?
  i.     Consider how roles need to change from spouse/family to caregiver
b.      Staying in your home as long as possible?
  i.     The need for long-term care may loosen the connection you have to your  home when you no longer can manage there by yourself.
c.      Protecting your retirement nest egg?
IV.   Next Steps
a.      We never know when a life changing event may occur and it is impossible for us to predict exactly when these will happen.
b.      No matter what choice you prefer you absolutely need the following done ASAP:
    i.      A written strategy to accommodate an event that requires LTC afterward.
    ii.     A plan for how care would be paid for when it is needed.
    iii.    Talk to a professional about your options.

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Affordable Long Term Care/Life Insurance Hybrid Policies With No Premium Increases on , Thursday, June 8, 2017 by Ward PowellPowell Logo

The attendees got an opportunity to learn how hybrid Long Term Care Insurance coverage vs Traditional Long Term Care Insurance coverage work and how many affordable payment options they have available to them. Additionally, in this workshop we viewed the need for Long Term Care services as a life changing event and would have severe consequences to the family of the person in need of care.
It is important to note that you work with someone who understands your certain set of circumstances and who knows the various designs in building a plan that will allow you to protect your family from the physical, emotional, and financial challenges an event such as this will present.

Ward Powell  presenting  information on Long Term Care
Explaining the differences of a hybrid policy
Answering Questions
Answering more questions
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 Men's and Women’s Health on Thursday, June 15, 2017 by Dr. Olalawu Fayan. Medical Director, Oak Street Health

Description Pending

Registration & many handouts
Providing information on various programs
Dr. Olalawu Fayan presenting health information
Dr. Olalawu Fayan answering participants' questions
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