Retirement has evolved. What once marked the end of a career is now the beginning of a new and deeply personal chapter. Today’s retirees are redefining what it means to live with purpose, connection, and vitality beyond their working years.
This member-only virtual intensive explores how the experience of retirement has changed, and how we can help clients see it as an opportunity for transformation. We will examine the shift from the focus on financial security alone to a more holistic and human-centric view that includes vitality, identity, health, relationships, and wellbeing. We’ll discuss how to guide clients as they navigate identity, meaning, and daily structure in this next stage of life, and how to help them design a version of retirement that supports both financial stability and lasting happiness.
8 FTI, CFP®, and CDFA CE credits will be awarded for attending both days in full.
Your Virtual Intensive Agenda Committee
Rose Zealand,
CFP®, CeFT®
Financial Planner
Golden Thread Collaborative, End of Life Doula
Agenda
12:00-1:00pm ET
Session 1
1:00-1:15 ET
Break
1:15-2:15 ET
Session 2
2:15-3:15 ET
Session 3
3:15-3:30 ET
Break
3:30-4:30 ET
Session 4
12:00-1:00pm ET
Session 5
1:00-1:15 ET
Break
1:15-2:15 ET
Session 6
2:15-3:15 ET
Session 7
3:15-3:30 ET
Break
3:30-4:30 ET
Session 8
Speakers
Laura Barry
CFP®, CeFT®
Managing Director, Wealth Management & Planning, Wealthspire Advisors. Member, Board of Directors, The Conservancy for Healing and Heritage
Christopher D. Bentley MBA, CFP®, CLU®, BFA®, CRPC®
President, WidowWise
Executive Director, Wings for Widows
Susan Bradley
CFP®, CeFT®
Founder, Sudden Money Institute and Financial Transitionist Institute
Christopher Dale
CFP®, CeFT®
President, Life after Grief Financial Planning
John Fulton
Private Wealth Advisor Senior Portfolio Manager UBS Private Wealth Management
Derek F. Hagen
Financial Behavior Specialist
Money Quotient.
Writer and Illustrator
Meaningful Money, LLC
Dan Haylett
Director, TFP Financial Planning. Podcast Host, Humans v. Retirement. Author, The Retirement You Didn't See Coming
Sneha Jaggar
CeFT®
International Money Matters Pvt Ltd
Senior Vice President Client Relationships
Kelly Keydel
CFP®, CeFT®, MBA, CDFA
Managing Director, Advisor at Wealthspire
Meghaan Lurtz
Partner, Learning & Development, Shaping Wealth. Financial Psychology Advisor, Knomee. Founding Strategic Advisor, Couplr. Professor of Practice, Kansas State University. Lecturer, Columbia University New York.
Lovaii Navlakhi
Managing Director & CEO
International Money Matters Pvt Ltd
Ivana Polonijo
PhD, AIF®
Applied Psychological Anthropologist,
Chief Soul-utions Officer & Founder,
Courageous Being Center
Kathleen Roth
CFP®, CeFT®
Financial Transitions Planning - Mastery Advisor
Waterstone Financial Services
Deanna Singh
Chief Change Agent & Founder
Uplifting Impact
K. Esther Szabo
CFP®, CeFT®
Owner, Gates Pass Advisors, LLC
Rose Zealand
CFP®, CeFT®
Financial Planner, Golden Thread Collaborative, End of Life Doula
Questions? Info@FinancialTransitionist.com