RRC Roundup 2025
Agenda
Friday, September 26th
TBD
Pickleball
-
4:00 - 6:00 PM
Meet & Greet
Hilton Garden Inn Grapevine at Silverlake Crossing
2240 Bass Pro Court
Grapevine, TX 76051
* Indicates an extracurricular activity not part of the Roundup, but all are welcome to join.
Saturday, September 27th
MORNING
6:30 - 7:15 AM
Morning Walk with Kevin Sebesta*
Courtyard Dallas DFW Airport North/Grapevine
2200 Bass Pro Court
Grapevine, Texas 76051
-
8:00 AM
Doors Open
Grapevine Convention Center
1209 S. Main Street
Grapevine, TX 76051
-
8:30 - 8:45
Welcome
Tracy Austin & Nichole Mills
-
8:45 - 9:30 AM
Keynote: How Many Go-Go Years Do You Have?
Roger Whitney
-
9:30 - 9:45 AM
Break
-
9:45 - 10:30 AM
Keynote: Retirement Planning
Christine Benz & Roger Whitney
-
10:30 - 10:45 AM
Break
-
10:45 - 11:30 AM
BREAKOUT SESSION #1
Creating New Identities in Retirement
Mark Ross and Nichole Mills
Navigating a Solo Retirement
Tanya Nichols and Shannon O’Toole
Using the RISA to Choose Your Withdrawal Strategy
Wade Pfau and Kevin Lyles
Community Room
Tracy Austin
-
11:30 - 1:30 PM
Lunch (on your own)
AFTERNOON
1:30 - 2:15 PM
Keynote: Retirement Planning
Wade Pfau and Kevin Lyles
-
2:15 - 2:30 PM
Break
-
2:30 - 3:15 PM
BREAKOUT SESSION #2
How to Manage Your Risk of Cognitive Decline
Bobby Dubois and Tracy Austin
A Guide for the Non-Financial Manager
Erin Coe and Troy Katterheinrich
Tax Efficient Strategies
Christine Benz and Roger Whitney
Community Room
Nichole Mills
-
3:15 - 3:30 PM
Break
-
3:30 - 4:00 PM
Closing Remarks
Roger Whitney
* Indicates an extracurricular activity not part of the Roundup, but all are welcome to join.
Sunday, September 28th
6:30 - 7:15 AM
Morning Walk with Kevin Sebesta*
Courtyard Dallas DFW Airport North/Grapevine
2200 Bass Pro Court
Grapevine, Texas 76051
-
8:00 AM
Doors Open
Grapevine Convention Center
1209 S. Main Street
Grapevine, TX 76051
-
8:30 - 9:15 AM
Keynote: The Power of Community
RRC Members
-
9:15 - 9:30 AM
Break
-
9:30 - 10:15 AM
BREAKOUT SESSION #1
Understanding MoneyGuide Elite Results
Roger Whitney
How to Reimagine Your Life in Retirement
Mark Ross and Kevin Lyles
How to Use Budgeting Software to Help You Rock Retirement
Tanya Nichols and Troy Katterheinrich
Community Room
Nichole Mills
-
10:15 - 10:30 AM
Break
-
10:30 - 11:15 AM
BREAKOUT SESSION #2
Figuring Out Your Fun Bucket
Mark Trautman and Kevin Sebesta
How to Choose Investments for Your Pie-Cake
Roger Whitney and Troy Katterheinrich
Energy
Bobby Dubois and Nichole Mills
Community Room
Tracy Austin
-
11:15 - 11:30 AM
Break
-
11:30 - Noon
The RRC: Vision for 2026 and Beyond
Roger Whitney and Nichole Mills
-
Noon - 12:30
Closing
-
12:30 - 2:00 PM
Overtime: Coffee with Kevin
Kevin Sebesta
* Indicates an extracurricular activity not part of the Roundup, but all are welcome to join.