Use this guide to create a clear picture of your new life. It summarizes the fundamental difference between what retirement used to look like and how it is today. It shows you how to create your Happiness Portfolio™ – a valuable tool to answer the haunting question, “What now?”
Learn what you can do to overcome three key challenges to your happiness. This recording of one of my most popular speeches can help you enjoy a fun and fulfilling life.
Having a clear road map will make it easier to see what is ahead as you move into this new phase of your life. Journeying Through Retirement describes the four phases of retirement. The old paradigm had two phase – pre-retirement and leisure. But today the experience is very different. In fact, most of us agree that the word “retirement” should be retired. It just doesn’t apply any more.
You will learn why change is often so hard. Transitions: Thriving in the Midst of Change describes what happens when a significant change occurs in your life. It can be a change you have been looking forward to – like retirement – or one you did not want. Most of us are not aware of the process that unfolds once the change occurs. We go through three phases much like a butterfly does before it emerges from its cocoon.
Use this to assess where you are now so you can make meaningful changes. This short assessment will give you a feel for whether you have a sense of purpose in your life.
This exercise will help you avoid some dangerous pitfalls. One of the biggest mistakes a couple can make as they move into the post-career time of their lives is not discuss their assumptions about how their new life will work.
Use this to assess where you are now so you can make meaningful changes. This short assessment will give you a feel for whether you have a sense of purpose in your life.
Transitioning Into Retirement symposium List of Session Titles and Speakers.
Hear experts talk about some of the non-financial challenges most of us face and how to overcome them.
You will hear:
Dr. Duckworth spent her long career working to empower people to become their own more complete and fulfilled selves. To this end, she co-created the Common Cause Award winning “Center for Re-employment Services,” serving displaced workers, displaced homemakers, and 55+ career changers, stimulating their mental capabilities to prepare them to select and enter new careers.
She is the author of Shifting Gears To Your Life & Work After Retirement: A Boomer’s Roadmap to Transform Retirement into the Best Time of Your Life, Created by Two Boomers Who Did It
You will hear:
Chris Farrell is senior economics contributor at Marketplace, American Public Media’s nationally syndicated public radio business and economic programs. He is economics commentator for Minnesota Public Radio. An award winning journalist, Chris is a columnist for Next Avenue and the Star Tribune. He has written for a number of other media outlets. The author of four books, his latest is Unretirement: How Baby Boomers are Changing the Way We Think About Work, Community and the Good Life.
You will hear:
Dave Bernard is an author and blogger with an extensive 30 year career in Silicon Valley. He has written more than 300 blogs for US News & World On Retirement and his personal blog Retirement –Only the Beginning.
Candid feedback and thousands of comments from readers has given him a unique glimpse into the realities and challenges that all retirees will ultimately face, inspiring his book I Want To Retire! – Essential Considerations for the Retiree to Be.
Dave has written three books, many articles, and has been quoted in publications like the Wall Street Journal.
You will hear:
Dr. Daisy is a psychologist, life coach, author, and professional speaker. She believes that the best way to predict the future is to create it. She is the author of Why Wait? Be Happy Now! More recently Donna has pursued research into the topic of aging consciously.
Donna also wrote Rise Above It: Five Powerful Strategies for Overcoming Adversity and Achieving Success. She has been a regular contributor to many magazines and newspapers.
You will hear:
Dr. Mintzer is co-author of The Couple’s Retirement Puzzle: 10 Must- Have Conversations for Creating an Amazing New Life Together and a contributing author to a number of other books.
Through her web site, RevolutionizeRetirement.com, she offers the 4th Tuesday “Revolutionize your Retirement Interview Series with Experts to Help You Create a Fulfilling Second Half of Life” and comprehensive coaching programs to individuals and couples in person and over the phone, as well as groups and workshops and is available for keynotes, seminars and break-out sessions.
You will hear:
Dr. Harold G. Koenig is a highly acclaimed expert in the fields of geriatrics, mental health and religion and a prolific author with over 400 scientific peer-reviewed publications, nearly 70 book chapters, and 40 books, including Purpose And Power In Retirement: New Opportunities for Meaning and Significance.
His research on religion, health and ethical issues in medicine has been featured on dozens of national and international TV and radio news programs, and hundreds of newspapers and magazines.
You will hear:
Jonathan Chevreau and Michael Drak co-authored Victory Lap Retirement.
Jonathan Chevreau is a veteran financial columnist, blogger and author based in Toronto. He has published two American editions of his books and ebooks: Findependence Day (Trafford.com) and A Novel Approach to Financial Independence (Amazon.com).
Mike Drak is a 38 year veteran of the financial services industry. His core message is that the version of retirement being sold to us today is unnatural. It’s a man made solution to a man made problem which is in direct conflict with our natural instincts. Victory lap is his solution to the problem, which involves the creation of a lifestyle based on some combination of work and play that gives people what they need to enjoy a satisfying life.
You will hear:
Dr. Schlossberg is an expert in the areas of adult transitions especially retirement.
Her books include Too Young to be Old, Revitalizing Retirement: Reshaping Your Identity, Relationships, and Purpose, Overwhelmed: Coping with Life’s Ups and Downs, Retire Smart: Retire Happy: Finding Your True Path.
Dr. Schlossberg has appeared on PBS’ In the Prime, Derek McGinty’s national talk radio show, CBS Evening News, CBS This Morning, the NBC Knowledge Series, and two PBS/College Board live video-conferences. She has delivered more than 100 keynote addresses and is the recipient of many honors and awards,
You will hear:
Dr. Landry is a preventive medicine physician, author of award-winning Live Long, Die Short: A Guide to Authentic Health and Successful Aging and President of Masterpiece Living.
He has been featured nationally and internationally on many prestigious radio and TV programs. Dr. Landry has also written exclusive articles, and been called on as an expert in the field of aging by numerous publications.
His book, Live Long, Die Short has been endorsed by AARP, is a Living Now Book Award Gold Medal Winner and was a 2014 Top Pick in MORE magazine
You will hear:
Phyllis Goldberg, Ph.D., a marriage and family therapist, and Rosemary Lichtman, Ph.D., a psychologist, consult at HerMentorCenter.com providing insight into challenging family dynamics, particularly to women of the Sandwich Generation.
They are the authors of Whose Couch Is It Anyway? Moving Your Millennial which is about letting go of boomerang kids and teaches smart strategies to help tackle family transitions head-on.
You will hear:
Dr. Strecher is Professor and Director for Innovation at the University of Michigan School of Public Health. Where he is working to create an environment that promotes more direct dissemination of research efforts to improve the public’s health nationally and globally. He is also Visiting Professor at the Peking University’s School of Public Health.
Dr. Strecher’s latest research and book is related to the importance of developing and maintaining a strong purpose in life. His book, On Purpose, is written for the lay public with a professional comic illustrator as a graphic novel and is accompanied by a free iOS app, a website and smartphone and web apps.
You will hear:
Dr. Sadler is a prominent sociologist who has had a distinguished career as a leader, educator, author, consultant, and elder.
His latest book, Changing Course: Navigating Life After 50, focuses on people who are continuing to grow in their 60s and 70s and creatively redefining retirement. Dr. Sadler and his co-author, James H. Krefft, Ph.D., have been working with professions and organizations to develop third age careers. Dr. Sadler is a founding member and Director of Research, The Center for Third Age Leadership.
You will hear:
Bevan Gray-Rogel is the President and founder of Encore Tampa Bay. (started in 2013) Encore Tampa Bay’s mission is to provide pathways, programs and resources that help adults 50+ discover and connect to their Encore Careers. As an advocate, communicator, convener and connecter – Bevan is working with community leaders, non-profits, business leaders and educational institutions to identify ways to leverage the talent of adults in the second half of life to strengthen the Tampa Bay community and economy.
Bevan has over 35 years of experience in the field of Organization Development and Leadership. She has worked internally for profit and non-profit organizations assisting them with Leadership development, managing change, team building and strategic planning.
You will hear:
David D. Corbett is a nationally recognized authority on creating meaningful alternatives to traditional retirement and an expert on how individuals and society must come to grips with the 20- to 25-year bonus of active, healthy years their future may hold.
In his book, Portfolio Life – The New Path to Work, Purpose and Passion Over 50, David challenges potential “retirees” to respond creatively to this new bonus of time and opportunity and to discard forever any passive notion of “retirement.”
Dave speaks widely, stressing that careers and financial assets are only parts of a larger search for purpose and legacy.
You will hear:
Dr. Mintzer is co-author of The Couple’s Retirement Puzzle: 10 Must- Have Conversations for Creating an Amazing New Life Together and a contributing author to a number of other books.
Through her web site, RevolutionizeRetirement.com, she offers the 4th Tuesday “Revolutionize your Retirement Interview Series with Experts to Help You Create a Fulfilling Second Half of Life” and comprehensive coaching programs to individuals and couples in person and over the phone, as well as groups and workshops and is available for keynotes, seminars and break-out sessions.
You will hear:
Doug Dickson is Board Chair of Encore Boston Network, a coalition of 50 organizations and professionals dedicated to strengthening communities in the Boston area by engaging the talent of adults 50+. He was previously President of Discovering What’s Next and the Life Planning Network. In 2010, he co-founded the national Encore Network, a resource for organizations and leaders in the encore movement.
After a career in business, Doug joined New Directions as a consultant to business leaders and professionals in career and life transitions. While there, he helped shape the Life Portfolio program for retirees, a step toward his current focus on encore work opportunities. Doug has contributed to two books, Live Smart After 50! and Audacious Aging, and has written two ebooks, Discover Your Encore and Thinking Beyond the Money Planning Guide.
You will hear:
George and Sedena Cappannelli are award-winning authors, experts on individual, organizational and societal change and internationally known consultants and coaches. They founded AgeNation, a company that offers inspiration, education, engagement and solutions “for people who weren’t born yesterday”
They are Co–Authors of Do Not Go Quietly, A Guide To Living The Life You Were Born To Live For People Who Weren’t Born Yesterday, winner of nine national book awards.
You will hear:
George Schofield is a Developmental Psychologist. His research and writing have led to a significant body of popular publications. His groundbreaking book, After 50 It’s Up To Us; Developing The Skills And Agility We’ll Need, eloquently explains why and how we all must face, head on, the new realities that await us as we age.
His newest book, How Do I Get There From Here? Planning For Retirement When The Old Rules No Longer Apply, was released in 2017.
George appears weekly on Focus 50+, a TV series on SNN Sarasota News Network.
You will hear:
Gregg Levoy is the author of Vital Signs: Discovering and Sustaining Your Passion for Life currently among Amazon’s ‘Top 100’ books in the category of Aging—and the bestseller Callings: Finding and Following An Authentic Life.
He is a sought after keynote speaker and frequent guest on major media programs.
A former adjunct professor of journalism at the University of New Mexico, and former behavioral specialist for USA Today and the Cincinnati Enquirer, he has written for the New York Times Magazine, Washington Post, Omni, Psychology Today, Reader’s Digest, and many others.
You will hear:
In both her professional and personal life, Meg Newhouse, PhD, CPCC, has sought to call out “passion and purpose” in everyone is around. She is the author of Legacies of the Heart: Living a Life That Matters and is the owner of Passion & Purpose Lifecrafting.
For the past 20+ years she has worked with people in midlife and beyond to craft fulfilling and contributing lives. Her interest and work in legacy evolved naturally over the past several years.
You will hear:
Michael Gott is a motivational speaker and workshop leader who inspires and entertains. He is also a pianist, a singer, a songwriter and a minister.
Michael Gott travels throughout North America and Europe speaking at conferences and performing. In recent years, he has shared the stage with internationally known personalities such as Dr. Wayne Dyer, Dr. Deepak Chopra, and Marianne Williamson.
Michael says, “Nothing is more inspiring to me than to see someone step out of a limiting idea and into possibility. This is ‘the discovery and delivery of the authentic self’ as Rumi puts it.”
You will hear:
Dr. Schlossberg is an expert in the areas of adult transitions especially retirement.
Her books include Too Young to be Old, Revitalizing Retirement: Reshaping Your Identity, Relationships, and Purpose, Overwhelmed: Coping with Life’s Ups and Downs, Retire Smart: Retire Happy: Finding Your True Path.
Dr. Schlossberg has appeared on several major TV and radio programs. She has delivered more than 100 keynote addresses and is the recipient of many honors and awards.
You will hear:
Paul Irving is chairman of the Milken Institute Center for the Future of Aging and a distinguished scholar in residence at the USC Davis School of Gerontology. He previously served as the Institute’s president, an advanced leadership fellow at Harvard University, and chairman and CEO of Manatt, Phelps & Phillips, a law and consulting firm.
Paul is the author of The Upside of Aging: How Long Life Is Changing the World of Health, Work, Innovation, Policy, and Purpose.
PBS Next Avenue named Irving an “Influencer” for his exceptional contributions to the field of aging, and he was honored with the Janet L. Witkin Humanitarian Award by Affordable Living for the Aging.
You will hear:
As Executive Director of The Transition Network (TTN), Susan has lived the transition that the organization was founded to support. After leaving her long-time career in homebuilding in 2007, she joined TTN, became a member of the steering committee of her local chapter, then decided she wanted to lead the organization and bring the message of “embracing change after 50” to as many other women as possible.
Under Susan’s leadership, TTN has grown in membership and in the number of chapters supporting women in transition. It has become a resource for other nonprofits looking for volunteers who want to share their expertise to help others in their local communities.
You will hear wisdom and advice from 12 highly respected experts in making retirement a great chapter in your life.
“”How Living Longer is Changing the World” – Paul Irving
“How do I get there from here?” – George Schofield, Ph.D.
“The Best is Yet to Be: Age Wisely and Fall in Love With Your Life Again” – George and Sedena Cappannelli
“The Art of Thriving in a Transitioning” – Susan Collins
“Living a Portfolio Life” – David Corbett
“Living on Purpose: Discovering Your Calling; Activate Your Gift” – Michael Gott
“The Many Pathways to Your Encore” – Bevan Gray-Rogel
“The New World of Work for Those of Us 50+” – Doug Dickson
“Vital Signs: The Nurture of Passion as We Age” – Gregg Levoy
“Relationships and Sexuality in the Second Half of Life” – Dorian Mintzer, Ph.D.
“What Legacies Are You Leaving – Consciously or Unconsciously?” Meg Newhouse, Ph.D., CPCC
“Too Young To Be Old” – Nancy Schlossberg, EdD