The Nuts & Bolts of Retirement, May 12, 2026
(practical advice for the transition to retirement)
Moderator: Mitch Marcus
Panelists: Laura Perna, Erin Rossello, and Sue Sproat
Estate Planning for Retirement Accounts, April 13, 2026
Host: Marshall Meyer
Guest speaker: Peter E. Moshang, Heckscher, Teillon, Terrill & Sager, P.C.
Exploring Living Options in Retirement, December 11, 2025
(Join us for an essential session that will help you navigate one of the biggest decisions of retirement: where to live. We’ll compare a range of living arrangements and discuss the key issues you need to consider. Our faculty panelists will identify personal questions, needs, and values that can be important when deciding on retirement living options.)
Moderator: Mitch Marcus
Panelists: Roger Allen, Lois Evans, and David Pope
Medicare and Social Security: Concerns of Retiring and Retired Faculty, December 4, 2024
Host: Mitch Marcus
Rene Owens, Health Advocate
Sue Sproat, Penn HR – Benefits
Kevin Antol, TIAA
Negotiating the Retirement Transition: What’s Next?, September 25, 2024
Moderator: Mitch Marcus
Panelists: Ed George, David Pope, David Brownlee
Exploring Living Options in Retirement, December 6, 2023
(In this session, we will discuss key issues to consider when making residential choices following retirement by comparing a range of living arrangements. In addition, panelists will identify personal questions, needs, and values that can be important when deciding on retirement living options.)
Moderator: Andrew Binns
Panelists: Peter Conn, David Balamuth, and Barbara Medoff-Cooper
The New FIAP: What are the Issues?, October 24, 2023
Moderator: Janice Bellace
Panelists: Janet Deatrick, Mitch Marcus, and Marshall Meyer
Estate Planning for Penn Faculty, May 10, 2023
(getting it right)
Host: Andrew Binns
Guest speaker: Kim Fetrow, Hecksher, Teillon, Terrill & Sager, PC
Negotiating the Retirement Transition: What’s Next?, February 28, 2023
(perspectives on aspects of the retirement decision and life after retirement from four distinguished faculty members)
Moderator: Marshall Meyer
Panelists: Brenda Casper, Robert Inman, Peter Kuriloff, and Kathy Peiss
Financial Security: Concerns of Retiring and Retired Faculty, December 7, 2022
Faculty panelists: Andrew Binns and David Harbater
Guest speaker; Matthew Taylor, Permit Capital Advisors, LLC
Exploring Living Options in Retirement, March 22, 2022
Moderator: Janet A. Deatrick
Panelists: David P. Balamuth, Carolyn W. Gibson, Jack Nagel, Jerilyn Radcliffe, and Neville E. Strumpf
Negotiating the Retirement Transition: What’s Next?, February 10, 2022
(perspectives on aspects of the retirement decision and life after retirement from four distinguished faculty members)
Moderator: Janet Deatrick
Panelists: John Hansen-Flaschen, Andrew Binns, Barbara Savage, and Gerald J. Porter
Financial Security: Concerns of Retiring and Retired Faculty, December 9, 2021
Faculty panelists: Fran Barg and Mitch Marcus
Matthew Taylor, Permit Capital Advisors, LLC
Negotiating the Retirement Transition: What’s Next? March 4, 2021
(perspectives on aspects of the retirement decision and life after retirement from four distinguished faculty members)
Moderator: Janice Madden
Panelists: Sherrill L. Adams, Paul Lanken, Thomas Max Safley, and Anne Teitelman
Negotiating the Retirement Transition: What’s Next? March 5, 2020
(provides refreshing perspectives on retirement from four distinguished faculty who have recently retired)
Moderator: Lois Evans
Panelists: Jerry Johnson, Howard Kunreuther, Carolyn Marvin, and Jorge Santiago-Aviles
Exploring Living Options in Retirement, November 22, 2019
(aging in place, over 55 communities, naturally occurring retirement communities (NORCs), and utilization of home-based/community-based services)
Moderator: Lois Evans
Panelists: Jim Ferguson, Peter Knutson, Anna Meadows, Jack Nagel, and Dan Perlmutter