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Consulting

For firms that want the Next Chapter to be a program, not a one-time event.

Deeper engagements for firms building retirement education into how they serve and keep clients.

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Retirement-education strategyA plan for what your firm teaches clients about Social Security, Medicare, and the life after work, and how it ties to retention and referrals.
Client-event programsA year of events built on the Next Chapter framework: topics, cadence, formats, follow-up, and what advisors do between events.
Media strategy for 55+ audiencesHow to reach and keep the attention of adults over 55, drawing on what Next Chapter Media has learned reaching 365,000 of them.

Every engagement starts with a short call. If a single workshop is the right answer, I'll say so.

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Bring the Next Chapter to your clients.

Tell me about your event: the date, the audience, the format, and what you want the room to walk out knowing.

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