6
c/o UW Foundation October 2017 The S IFTER A Newsletter of the Uw-MAdisoN retireMeNt AssociAtioN on the web at http://uwra.wisc.edu phone 608-262-0641 or email [email protected] Interim Editor: Sharon Vinson Layout: Colleen McCabe Message from Diane Kravetz President, UW-Madison Retirement Association Rob Seltzer (president-elect) and I just returned from the 2017 Big Ten Retirees Association Conference in Indiana. The Conference included 13 of the 14 universities of the Big Ten. Purdue was our host, and they structured this conference so that there were many opportunities to compare our organizations and to discuss common and different issues and challenges. I was particularly interested in the very different organizational structures, financing, and programming. Rob and I returned with many new ideas on how we might increase our contacts with and contributions to the UW-Madison and how the university can help us in expanding our membership and providing additional support to retirees. We will be presenting what we learned to the UWRA board and expect that some new initiatives will be considered by the appropriate committees. Mostly, we found ourselves repeatedly proud of the members of our retirement association. Our board and committees are strong and our programming remains impressive. Pilgrimages to Italy Tuesday, November 7, 1:30 to 3:00 p.m. Oakwood Village University Woods Auditorium 6205 Mineral Point Road For millennia, Italy has been a major center of civilization and a destination for travelers of all stripes and interests. In this richly illustrated lecture Chris Kleinhenz, Professor Emeritus of Italian, will explore its variegated history and the many pilgrimages that attract people from around the world. Despite its relatively small size – roughly that of Arizona – Italy has perhaps more attractions than any other country in the world. There is, indeed, something for everyone. If you are interested in history, more than fifteen different civilizations have inhabited the Italian peninsula and its islands – Sicily and Sardinia being the largest – from the dawn of time. Are you a music buff? Then visits to the birthplace of modern musical notation and opera sing out to you. If you enjoy literature, then you owe it to yourself to visit the haunts of the great Roman poets (Virgil and Ovid), medieval and Renaissance authors (Dante, Petrarch, Boccaccio, Ariosto, Machiavelli, Tasso), and more modern writers (Leopardi, Manzoni, Calvino, Montale). If art is your treasure, there is no better place in the world than Italy, ranging from the wonders of Classical Antiquity through the medieval and Renaissance masterpieces of Giotto, Leonardo, and Michelangelo, all the way to the modern age with De Chirico and Morandi, not to mention the international art exposition in Venice, the Biennale. If you like visiting churches, then Italy has thousands. Many of them are architectural wonders or feature artistic masterpieces. Associated with churches are numerous religious sites that are the destination of pilgrims – Assisi, Loreto, and, of course, the Vatican and many other churches in Rome. And then there’s the food....If you’re attracted to great food (and who isn’t), Italy is for you with its great variety of regional specialties and its myriad festivals celebrating local delicacies. We could go on and on, but you get the picture. Chris is a pro who has led tours of Italy for many years. Do join Chris as he embarks on these special Italian pilgrimages. A Q&A session will follow the lecture. Registration is not necessary because there will be no handouts. Food pantry contributions The recipient of today’s food pantry donations will be the Personal Essentials Pantry. We will accept either cash or checks made payable to that organization. See parking instructions on page 2 in the description of the financial program.

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Page 1: The SIFTER - uwra.wisc.edu · PDF fileGates lives in a community property state, ... second driveway on the right to enter visitor ... to as the “Consumer Reports of financial matters,”

c/o UW Foundation P.O. Box 8860

1848 University Avenue Madison, WI 53708-8860

October 2017

The SIFTERA Newsletter of the Uw-MAdisoN retireMeNt AssociAtioN

on the web at http://uwra.wisc.eduphone 608-262-0641 or email [email protected] Editor: Sharon Vinson Layout: Colleen McCabe

Message from Diane Kravetz President, UW-Madison Retirement Association

Rob Seltzer (president-elect) and I just returned from the 2017 Big Ten Retirees Association Conference in Indiana. The Conference included 13 of the 14 universities of the Big Ten. Purdue was our host, and they structured this conference so that there were many opportunities to compare our organizations and to discuss common and different issues and challenges. I was particularly interested in the very different organizational structures, financing, and programming.

Rob and I returned with many new ideas on how we might increase our contacts with and contributions to the UW-Madison and how the university can help us in expanding our membership and providing additional support to retirees. We will be presenting what we learned to the UWRA board and expect that some new initiatives will be considered by the appropriate committees. Mostly, we found ourselves repeatedly proud of the members of our retirement association. Our board and committees are strong and our programming remains impressive.

Pilgrimages to Italy Tuesday, November 7, 1:30 to 3:00 p.m.

Oakwood Village University Woods Auditorium 6205 Mineral Point Road

For millennia, Italy has been a major center of civilization and a destination for travelers of all stripes and interests. In this richly illustrated lecture Chris Kleinhenz, Professor Emeritus of Italian, will explore its variegated history and the many pilgrimages that attract people from around the world. Despite its relatively small size – roughly that of Arizona – Italy has perhaps more attractions than any other country in the world. There is, indeed, something for everyone.

If you are interested in history, more than fifteen different civilizations have inhabited the Italian peninsula and its islands – Sicily and Sardinia being the largest – from the dawn of time. Are you a music buff? Then visits to the birthplace of modern musical notation and opera sing out to you. If you enjoy literature, then you owe it to yourself to visit the haunts of the great Roman poets (Virgil and Ovid), medieval and Renaissance authors (Dante, Petrarch, Boccaccio, Ariosto, Machiavelli, Tasso), and more modern writers (Leopardi, Manzoni, Calvino, Montale).

If art is your treasure, there is no better place in the world than Italy, ranging from the wonders of Classical Antiquity through the medieval and Renaissance masterpieces of Giotto, Leonardo, and Michelangelo, all the way to the modern age with De Chirico and Morandi, not to mention the international art exposition in Venice, the Biennale.

If you like visiting churches, then Italy has thousands. Many of them are architectural wonders or feature artistic masterpieces. Associated with churches are numerous religious sites that are the destination of pilgrims – Assisi, Loreto, and, of course, the Vatican and many other churches in Rome.

And then there’s the food....If you’re attracted to great food (and who isn’t), Italy is for you with its great variety of regional specialties and its myriad festivals celebrating local delicacies.

We could go on and on, but you get the picture. Chris is a pro who has led tours of Italy for many years. Do join Chris as he embarks on these special Italian pilgrimages. A Q&A session will follow the lecture. Registration is not necessary because there will be no handouts.

Food pantry contributions The recipient of today’s food pantry donations will be the Personal Essentials Pantry. We will accept either cash or checks made payable to that organization.

See parking instructions on page 2 in the description of the financial program.

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October financial seminarby Kathleen Irwin, Co-Chair, Committee on Financial Matters in Retirement

Marital/Community PropertyWednesday, October 25, 10:00 a.m. to noon

Oakwood Village University WoodsCenter for Arts and Education

6205 Mineral Point Road

Community property. You’ve heard of it, but do you know what it’s all about? You might think it’s the law that applies at divorce, and that’s pretty much true in all states. But in nine states, including Wisconsin, it applies during the marriage and at death as well. This has many implications – and not just for the person whose name is on the title to the property.

Our speaker will be Howard S. Erlanger, Voss-Bascom Professor of Law, Emeritus, and Professor of Sociology, Emeritus, at the University of Wisconsin-Madison, where he served as a full-time faculty member from 1971 to 2013. Howie will use Bill Gates and Warren Buffett as examples: Gates lives in a community property state, and Buffet lives in what is called a “common law state.” What if Gates’ Microsoft holdings are all titled in his name and his wife Melinda was to die first, leaving all her property to her sister, since Bill obviously doesn’t need it? Come to the presentation to find out how much her sister would receive. Spoiler alert: it would beat winning the lottery. The session will focus on the rules that determine who owns what property, what power that person – or more likely, those people – have to manage and control that property, and what power they have to give the property away during life and at death. It will also flag a very important tax advantage of owning community property at death, if that property has appreciated in value. Some married folks who own “separate” property will want to convert it to community property to gain this advantage.

Howie will take questions during the presentation and will also stay after the session is over for follow-up discussion.

Food pantry contributionsThe pantry for this event will be the Good Shepherd Lutheran Church. Both cash and checks payable to that organization will be accepted.

Registration Advance registration is required. If you are not registered in advance, you may not receive handouts. Contact the Association office (see masthead) by Wednesday, October 18, to register. If you or your companion registered for this seminar but cannot attend, please call 262-0641 by 8:30 a.m. on the day of the program.

Parking Enter Oakwood grounds at the traffic light at Island Drive and Mineral Point Road. Take the left fork and then the second driveway on the right to enter visitor underground parking. Push the button for assistance. Park in any visitor stall, and then take the elevator to first floor lobby where signs or a receptionist will help. When you exit the underground parking, the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot). On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign) or enter the auditorium doors directly from the lower drive.

What Will Be Your Legacy at UW-Madison?by Michelle Green, Senior Director of Development, Gift Planning, Wisconsin Foundation and Alumni Association

Bequests, or gifts from estates, have helped shape the UW-Madison campus and the truth-seeking and outreach missions that are the heart of the Wisconsin Idea. Emeriti faculty and staff have left a lasting and powerful mark not only as a result of their work on our campus, but also with endowed scholarships, professorships, and outright funding for programs in every school and college at UW-Madison.

Let us help you realize your philanthropic UW-Madison legacy. Step one is getting the language right. Naming the UW Foundation as beneficiary is key, regardless of the unit or entity on campus you would like to support. Learn how to include UW-Madison as a beneficiary of your will, find out how retirement plans make the most tax-efficient bequest to charity, and be inspired by the stories of your fellow emeriti faculty and staff donors. Please contact me at [email protected] or call 608-215-9234 to learn more.

Looking for free financial information or investment advice?by Paul Reichel, Member, Committee on Financial Matters in Retirement

Go to Morningstar.com for free, unbiased financial information and advice. Morningstar, sometimes referred to as the “Consumer Reports of financial matters,” offers a wealth of material on its website. No login is required, but users can get more comprehensive information and advice – also free – by becoming a member with a username and password. For serious investors, its premium service provides even more information for an annual fee. (I have been a long-time user of Morningstar and would be happy to answer any questions about my experiences: [email protected].)

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UW-Madison Retirement Association

NOVEMBER LUNCHEON and MORNING PROGRAMMonday, November 20, 2017

Morning program at 10:30 and luncheon at 11:45Covenant Presbyterian Church, 326 South Segoe Road, Madison

We’re offering a morning program that you won’t want to miss! "These are a few of my favorite things" features oboist Marc Fink and pianist Bill Lutes. Many major composers have written concertos, sonatas, and orchestral music featuring the oboe in a major role. This program will present a performance of music by Haydn, JS Bach, Brahms, Schumann, and St. Saëns.

The discussion will include some unusual circumstances about these pieces (such as "Who composed the Haydn Oboe Concerto?"). Professor Emeritus Marc Fink taught in the School of Music for 40 years, retiring in 2013. His performances have taken him all over the world to special festivals. Pianist Bill Lutes needs no introduction to Madison classical music fans. For eleven years, Bill worked for Wisconsin Public Radio as

a classical music announcer and producer and as director of the NPR News and Classical Music Network. He served as faculty pianist/opera coach at the University of Wisconsin-Madison School of Music until his retirement.

Our presenter, Charles L. Cohen, will speak on a timely topic, “Jews and Muslims in Christian America.” The United States has been defined in various ways as a “Christian nation”; if so, how do Jews and Muslims – whose understandings of such things as sacred space, sacred time, food, and the religious meaning of the state can be quite different from those of Christians – fit into American society? Does religion create potential fault lines around these things, and, if so, how? Chuck is E. Gordon Fox Professor of American Institutions at the UW-Madison. He teaches and writes about colonial British North America, American religious history, and the braided histories of Judaism, Christianity, and Islam. From 2005 to 2016, he served as the founding director of the Lubar Institute for the Study of Abrahamic Religions.

The pantry recipient for this event will be the Open Seat food pantry serving UW-Madison students. Both cash and checks payable to the UW Foundation with “Open Seat food pantry” on the memo line will be accepted. Catered by Gaylord, the luncheon buffet entree choices are stuffed chicken breast (boneless breast of chicken filled with a dried cranberry, walnut, and herb dressing, served with champagne cream sauce) or portobello mushroom (portobello mushroom stuffed with brown rice, spinach, diced tomatoes, onions, green and red peppers, zucchini and yellow squash). Both meals include au gratin potatoes, green bean casserole, taffy apple salad, rolls and butter, and beverages of coffee, iced tea, milk, and water.

The Luncheon Committee: Darrell Barth, Pat Henrikson, Sarah Potts,Christine Schindler, Joel Skornicka, Barb Wiley, and Gail Holmes (Chair)

UW-Madison Retirement Association Luncheon * Reservations for Monday, November 20

Please reserve _____places for the morning program at 10:30.Please reserve _____places for the luncheon at 11:45 at $17 per person.

Select an entree per person: __________Chicken breast __________ Stuffed portobello mushroom Special dietary needs_____________________________________________________________Name/s (please print)____________________________________________________________Email address__________________________________________________________________

Payment of $17 per person is enclosed. Please make checks payable to UW-Madison Retirement Association.Mail to UW-Madison Retirement Association Questions? Call 262-0641.c/o Division of Continuing Studies Please mail in time to arrive21 North Park Street, Room 7205 no later than November 13.Madison, WI 53715-1218

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Executive Director’s cornerby Ann Wallace

We are delighted to welcome Sharon Vinson back as interim editor of The Sifter. She agreed to be drafted after John Fett asked to be relieved of those duties. Long-time members of UWRA will remember that Sharon served as our editor for six years before Mary Ray took over. Thank you, Sharon, for agreeing to serve until Mary returns in late winter after she has finished some personal writing tasks.

Several of you have inquired about handouts for the September 29 program on health insurance. You are reminded to visit our website, uwra.wisc.edu, if you cannot attend a program of interest. Our skilled videotapist, Frank Boll, incorporates the slides into the videotape before everything is posted on the web. Click on the Resources tab and then Presentations.

Meet a memberby Debbie Lauder, Column Coordinator

Name: Pat Noordsij.Spouse/significant other: Dave Jones.

Current work and/or before-retirement work: I worked in IT at the Graduate School.

The first thing I did after I retired was: We went on a 6-week circumnavigation of Lake Superior by sailboat. It was wonderful.

Now I spend my time: Volunteering, sailing, knitting, traveling in our teardrop, playing with the grandkids.

The top item still on my bucket list is: Visit New Zealand.

I joined UWRA because: I was doing the website anyway? Seriously, because it’s a good organization. We especially enjoy watching the videos.

My favorite UWRA activity is: As we live so far away, we don’t get to do much with UWRA directly. We do watch the videos from the various sessions.

My least favorite part of retirement is: We’re toooo busy.

I still can’t throw away: Art work. Not from my mother’s house, my father’s house, my children, my in-laws – the house is overflowing.

My favorite part of work before retirement was: Working with all the great people.

My favorite part of retirement is: The freedom to go when the spirit moves us.

Something that would surprise you about me is: That’s a good question. I feel like I’m an open book. I’m totally surprised that I’ve become so enamored with knitting lace.

What I’ve been reading lately: The Rise and Fall of D.O.D.O. by Neil Stephenson/Nicole Galland.

My favorite restaurant in the Madison area is: Muramoto.

The music I most enjoy listening to is: Classical.

My next travel plans include visiting: Nova Scotia and Newfoundland.

Attic Angel October programs

The Continuing Education Programs of the Attic Angel Association are held each Monday morning at Attic Angel Place, 8301 Old Sauk Road in Middleton. The programs are open to the public. Coffee is served at 10:00 a.m., and the program begins at 10:30. There is no charge, and no reservation is required.

October 2: The Fun of Carving Wood by Jim Liedtke, retired M.D.

October 9: New Discoveries of Fossil Human Relatives in South Africa by John Hawks, Professor of Anthropology at UW-Madison.

October 16: Research on Tuberculosis and HIV by Ms. Alexis Balgeman, Research Specialist, Pathology and Laboratory Medicine at UW-Madison.

October 23: The Future of Apparel Retailing by Jerry O’Brien, Director of the Kohl’s Center for Retailing at UW-Madison.

October 30: Climate Change – The Real Story by Bob Lindmeier, Chief Meteorologist at WKOW-TV.

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UW-Madison Retirement Association Travel Committee

Anderson Japanese Gardens and Curran’s Orchards, Rockford, IllinoisTuesday, October 24, 2017

We invite you to come with us and see the Anderson Japanese Gardens in glorious fall colors. A treasure of Rockford, Illinois, this authentic Japanese garden is beautiful in any season, but especially in the fall. Our group will have a guided tour beginning at 10:00 and ending at noon. We will walk along the paths and observe the elements that make this garden unique. Besides plants and water, various artifacts of Japanese culture are evident in the special pruning, pagodas, bridges, and stone lanterns. The gravel paths are suitable for wheelchairs, but certain areas with steps may be prohibitive. The aesthetic principles of this Asian garden design inspire “calm, renewal, discovery, and an invigorated soul.”

Following the tour, we will stay at the Gardens for a catered lunch by Franchesco’s Ristorante.

On the way back to Madison, the bus will take us to Curran’s Orchards where you will have the opportunity to purchase apple donuts, fresh-baked apple pie, and caramel apples to eat for dessert or take home. Many popular types of apples are available for sale along with pumpkins and other fall treats. Curran’s Orchards is proud of the fact that their fruit is sprayed with 1/4 of the typical amount of chemicals. Cost of the trip is $55, which includes garden tour, bus, all gratuities, and lunch. Deadline is October 13. Limited to 55 participants. It’s a tight deadline, so sign up soon.

West (Covenant Presbyterian Church at 326 South Segoe Road - enter from Segoe Road and park in the back northwest part of the lot) pickup at 8:00. East (Sears/Planet Fitness, across East Towne Way from Culver’s -- under lamp post with red and white number 10 sign. Access is via Eagan Road) at 8:30. Returning around 5:00.

Anderson Japanese Gardens and Curran’s Orchards on October 24

Name(s) (Please print) ———————————————————————————————————

Home address ———————————————————————————————————————

Phone number ___________________________________Cell phone number ___________________________

Email ——————————————————————————————————————————Affiliation ________UWRA ________ University League _______PLATO

Please select lunch choice (each person): _____ AVOCADO TURKEY WRAP Choose side of ____ chips or ____ pasta salad _____ ITALIAN SANDWICH Choose side of ____ chips or ____ pasta salad(Tomatoes, Italian salami, capicola, pancetta, fresh mozzarella, garlic infused oil and basil served on a ciabatta square.)_____ FRESCA SALAD Drizzled with homemade apple basil vinaigrette

Dietary restrictions:___________________________________________________________________________

Choose (indicate number for each site): West 8:00 ______ East 8:30 _______

Payment of ____ $55 per person is enclosed. Please make checks payable to UW-Madison Retirement Association. Mail to UW-Madison Retirement Association, c/o Division of Continuing Studies, 21 North Park Street, Room 7205, Madison, WI 53715-1218 to arrive before October 13. Call the UWRA office with any questions, 262-0641.

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The Sifterhttp://uwra.wisc.eduUW-Madison Retirement Associationc/o Division of Continuing Studies21 North Park Street, Room 7205 Madison, WI 53715-1218

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UW-Madison Retirement Association Calendar

October 2 8:30 a.m. Breakfast at SofraOctober 9 1:30 p.m. Changes in our health as we ageOctober 10 10:30 a.m. New Wisconsin Science MuseumOctober 10 11:45 a.m. Baptizing dinosaursOctober 17 8:30 a.m. Breakfast at Elie’sOctober 24 8:00 a.m. Travel to RockfordOctober 25 10:00 a.m. Community propertyOctober 30 2:30 p.m. Bug-extermination session: cutting the cordNovember 7 1:30 p.m. Pilgrimages to ItalyNovember 9 8:30 a.m. Breakfast at SofraNovember 16 8:30 a.m. Breakfast at Elie’sNovember 20 10:30 a.m. Music performed with oboe and pianoNovember 20 11:45 a.m. Jews and Muslims in Christian AmericaNovember 21 10:00 a.m. Death and taxes…emphasis on taxes*November 30 2:30 p.m. Bug-extermination session*December 5 8:30 a.m. Breakfast at SofraDecember 12 8:30 a.m. Breakfast at Elie’sDecember 19 10:00 a.m. The Health of the U.S. Economy*

*Details will be provided in future issues of The Sifter. Registrations will be accepted after the full descriptive article has been published.