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01   Navigating the New Retirement · Flagship keynote

The Next Chapter: Why Retirement Has Changed and How to Live It Boldly

Retirement used to mean winding down. Not anymore.

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With 25 to 30 years potentially ahead, retirement isn't a short finish line. It's an entirely new stage of life. And a financial plan alone isn't a life plan.

This keynote challenges outdated assumptions about aging and introduces a new way to approach retirement, with a plan for purpose, money, place, health, and people.

The takeawayStop planning only for the day you retire. Start designing the life you're retiring into.

What the room walks out with

  • Why today's retirement is a 25-to-30-year chapter, and what that changes about every decision in it
  • The Next Chapter Five: purpose, money, place, health, and people, and where most plans stop at one
  • The two decisions that make or break the chapter, and how to get them right
  • A way to talk about retirement that clients lean into instead of avoid

What my audience says

Clear enough that people say so.

"
It explains at our level, without hype… the gibberish in government and finances.
GeraldineGreen Valley, Arizona
"
You explain it thoroughly, and I personally appreciate you… I'm so thankful I found you.
CindyOhio

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