Category Archives for Retirement Planning

Learning to Love Midlife: 12 Reasons Why Life Gets Better With Age with Chip Conley

It is time to reframe how we think about midlife, the transition period of life between young adulthood and old age, as not a “crisis” but a chrysalis — where a profound transformation happens. In his book, Learning to Love Midlife: 12 Reasons Why Life Gets Better With Age, Chip Conley offers an alternative narrative to the way we commonly think of our 40s and beyond, and reminds us that life begins at 50 with the best of our days still ahead of us.

He began exploring the physical, emotional, mental, vocational, and spiritual transitions that happen in our 40s, 50s, and 60s with a desire to share his learning freely. People are living longer than ever before, and because of this midlife becomes even more of an important time in our life. This life stage opens the door to embracing new perspectives and ways of thinking that have the potential to change our lives.

In this program, you'll discover how to:

  • Prevent anticipation of your future regret as a form of wisdom that you can embrace any time in your life
  • Grow comfortable in your own skin
  • Redefine what a successful life looks like
  • Let go of our emotional baggage, mindsets, and obligations that no longer serve us as a part of the “Great Midlife Exit”
  • Feel a part of something bigger than ourselves and growing whole

Note: This is an audio-only webinar. 

Date: Tuesday, February 27, 2024

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 7 AM Hawaiian)

Topic: Learning to Love Midlife: 12 Reasons Why Life Gets Better With Age

Speaker: Chip Conley, author, speaker, entrepreneur, and founder and CEO of the Modern Elder Academy

ChipConleysmall Learning to Love Midlife: 12 Reasons Why Life Gets Better With Age with Chip ConleyAbout Chip Conley

Chip Conley is on a midlife mission. After disrupting the hospitality industry twice, first as the founder of Joie de Vivre Hospitality, the second-largest operator of boutique hotels in the U.S., and then as Airbnb's Head of Global Hospitality and Strategy, leading a worldwide revolution in travel, Conley co-founded MEA (Modern Elder Academy) in January 2018 in Baja California, Mexico. Inspired by his experience of intergenerational mentoring as a “modern elder” at Airbnb, where his guidance was instrumental to the company's extraordinary transformation from fast-growing start-up to the world's most valuable hospitality brand, MEA is the world's first “midlife wisdom school” and has a campus opening on a 2,600-acre regenerative horse ranch in Santa Fe, New Mexico in April 2024.

Dedicated to reframing the concept of aging, MEA supports students to navigate midlife with a renewed sense of purpose and possibility. A New York Times bestselling author, Conley's seventh book, Learning to Love Midlife: 12 Reasons Why Life Gets Better with Age, is about rebranding midlife to help people understand the upside of this often-misunderstood life stage.

Listen to the replay.

From Retirement to Preferment: How to Create the Next Best Stage of Your Life with Barbara Waxman

We live in a culture that believes anyone beyond midlife is on a slippery slope towards their demise. The truth is, you can harness the authorship of your next chapter to become your best self for the longest time possible and for what matters most.

If you both look forward to and live in fear of retirement or know someone approaching this stage, join master coach and gerontologist Barbara Waxman to learn how to harness your wisdom and energy to do this differently, including:

  • Shift from the old-school mindset of retirement-learn, earn, and retire-to embrace what it means to be age-agnostic.
  • Embrace a new language pattern that will enable you to see the possibilities of a life stage that is multi-dimensional and aspirational.
  • Gain the clarity you need for your next chapter to live authentically and aligned with your core values.
  • Understand the Seven Lifestyle Levers™ that integrate body, mind, and spirit to create alignment between your healthspan (the quality of your years) and your lifespan (the quantity of years).

Note: This is an audio-only webinar. 

Date: Tuesday, January 23, 2024

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 7 AM Hawaiian)

Topic: From Retirement to Preferment: How to Create the Next Best Stage of Your Life

Speaker: Barbara Waxman, coach, life stage expert, gerontologist, speaker, author, angel investor 2024_Headshot_Transparent_Rectangle-small From Retirement to Preferment: How to Create the Next Best Stage of Your Life with Barbara Waxman

About Barbara Waxman

Barbara Waxman, the founder of The Odyssey Group, is a highly sought-after longevity and leadership advocate, advisor, coach, speaker, and author. Barbara translates cutting-edge research and collective wisdom in ways that enable individuals, groups, media outlets, and others to understand how the dynamics of our aging world impact individuals, communities, companies, and the planet.

Barbara's leadership as a gerontologist in the coaching field has culminated in the transformative coaching model Entrepreneurship Turned Inward™ (ETI), the evidence-based Seven Lifestyle Levers Assessment™ and the Longevity Roadmap™.

Barbara is an Advisor to the Stanford Center on Longevity, Stanford Lifestyle Medicine and is a faculty member at Chip Conley's Modern Elder Academy. She is the author of two books examining aging, including The Middlescence Manifesto: Igniting the Passion of Midlife and How to Love Your Retirement. She recently authored a chapter on avoiding burnout for healthcare professionals in the book The Successful Health Care Professional's Guide.

Barbara holds a master's degree in Gerontology and Public Administration from the University of Southern California, is a Colgate University graduate, and is a Wexner Heritage Foundation Fellow. In addition, she earned her coaching certifications from the International Coach Federation and The Hudson Institute.

Listen to the replay here.

Geriatrica: A Traveler’s Guide with Marilyn Heins

Newspaper columnist and beloved pediatrician, Dr. Marilyn Heins, MD, has fashioned a pathway through the transformative senior years of life after having entered the octogenarian years herself. Marilyn takes on her role of tour guide through this new terrain with her typical poise and acumen, while offering a healthy dose of humor. Approaching the aging journey as a landscape in an unfamiliar country, Marilyn imagines us all to be immigrants in the land of Geriatrica. During the voyage, she visits somewhat familiar, yet not-quite-known stops along the way.

In this program you'll discover:

  • dangers and perils of the journey
  • preparations for the journey
  • scams to be attentive of
  • downsizing and housing need changes
  • the importance of simplifying
  • physical and mental health, safety, and finances in Geriatrica

Date: Tuesday, September 27, 2022

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 6 AM Hawaiian)

Topic: Geriatrica: A Traveler's Guide

Speaker:  Dr. Marilyn Heins, MD, author, newspaper columnist, and beloved pediatrician

About Dr. Marilyn Heins Marilyn-Heins-headshot-square Geriatrica: A Traveler's Guide with Marilyn Heins

Dr. Marilyn Heins graduated from Radcliffe College (now part of Harvard University) and received her MD degree from the College of Physicians and Surgeons, Columbia University. She interned in pediatrics at New York Hospital and completed a residency in pediatrics at Babies Hospital in New York. Marilyn served as Director of Pediatrics at Detroit Receiving Hospital and Director of Project RESCAD, a federally funded program to provide comprehensive health services for medically indigent children. She was the associate Dean for Student Affairs at Wayne State University School of Medicine and Vice Dean and Professor of Pediatrics at the University of Arizona College of Medicine.

Marilyn was a member of the Editorial Board of the Journal of the American Medical Association, served on the National Board of Medical Examiners, chaired the Committee on Medical Education of the American Hospital Association, and served as the first woman Chair of the Group on Student Affairs of the Association of American Medical Colleges. She has been active in many professional and community organizations focusing on women's and children's health, parenting education, and women's issues.

Her special interests in pediatrics include helping parents and teaching health professionals how to help parents. She published 58 scientific papers and is the co-author of Child Care/Parent Care, and author of ParenTips for Effective, Enjoyable Parenting as well as A Traveler's Guide to Geriatrica.

Marilyn was the producer and host of a weekly call-in radio program called The Parenting Show, which aired on KNST, Tucson's leading talk radio station, for two years. She has written over 1,100 parenting columns for the Arizona Daily Star and continues to write.

She met her husband, a veterinarian, Dr. Milton Lipson, while on vacation in Jamaica. They moved to Tucson in 1979. They were married for 47 years until his death in 2007. Seven years ago a friend introduced Marilyn to Dr. Milt Francis, a recent widower. The two have been together ever since. She has a son and a daughter, three grandchildren, two stepsons, and three step-grandsons.

Listen to the replay here.

Choosing the Right Place at the Right Time in the 2nd Half of Life with Ryan Frederick

Place plays a significant but often unacknowledged role in health and happiness. The right place elevates personal well-being. It can help promote purpose, facilitate human connection, catalyze physical activity, support financial health, and inspire community engagement. Conversely, the wrong place can be detrimental to health. For many of us, the pandemic has raised the importance of where you live but evaluating and finding the best place for you can be a challenge.

In this program, you'll learn about:

  • The key tenets of successful aging, including the role of place as a direct and indirect driver for a long, healthy and financially secure life
  • How to think broadly about place – it is much more than the four walls of your home
  • Tips on evaluating the fit of your current place
  • Next steps to improve your current place or how to find and move to another place
  • How to talk to family about possible changes in place

Date: Tuesday, August 23, 2022

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 6 AM Hawaiian)

Topic: Choosing the Right Place at the Right Time in the 2nd Half of Life

Speaker: Ryan Frederick, author, CEO of Smart Living 360, a consulting and real estate firm that specializes in housing and healthy aging and a recognized thought leader in the intersection of place, well-being, and healthy aging

About Ryan Frederick Ryan-Frederick-small Choosing the Right Place at the Right Time in the 2nd Half of Life with Ryan Frederick

Ryan Frederick focuses on the intersection of place and healthy aging. Last October, he released his first book, Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life (Johns Hopkins University Press) which has been an Amazon bestseller.

He advises real estate and health organizations on how to create better places to help people thrive and provides regular content for consumers to make wise choices about places to live a long, healthy, and financially secure life.

Ryan is a graduate of Princeton University and the Stanford Business School and lives in Austin, Texas with his wife and three teenagers.

Register for the program here.

Conscious Aging: Seven Keys to Awakening with Purpose and Joy as You Age with David Chernikoff

When wisely understood, the change inherent in the aging process becomes stepping-stones to the actualization of our best human qualities. In this program, David Chernikoff will distill lessons from across contemplative traditions to invite listeners to embrace seven essential elements of conscious living.

These elements culminate in wise elderhood–a state celebrated by indigenous cultures around the world, yet largely unacknowledged in contemporary Western society. For those of us who aspire to live fully and to love well as we age, this program will help empower you to personally thrive and to contribute with ever greater clarity and purpose.

In this program, you'll discover how to:

  • Embrace the mystery
  • Choose a vision
  • Cultivate intuitive wisdom
  • Commit to inner work
  • Suffer effectively
  • Serve from the heart
  • Celebrate the journey

Date: Tuesday, July 26, 2022

Time: 12:00 noon Eastern (9:00 AM Pacific, 10 AM Mountain, 11 AM Central, and 6 AM Hawaiian)

Topic: Conscious Aging: Seven Keys to Awakening with Purpose and Joy as You Age

Speaker: David Chernikoff, author, speaker, teacher, spiritual counselor

About David ChernikoffDavid-Chernikoff-Headshot-small Conscious Aging: Seven Keys to Awakening with Purpose and Joy as You Age with David Chernikoff

David Chernikoff is a meditation teacher, spiritual counselor, and life coach who taught psychology and meditation at Naropa University for many years. In the early 1980s, he worked at Ram Dass’s Hanuman Foundation Dying Center in Santa Fe, New Mexico, and then became the director of Mesilla Valley Hospice in Las Cruces, N.M. He later spent three years in Nepal doing public health development work for the Seva Foundation and studying with Tibetan Buddhist teachers.

After returning to the U.S. he became the education and training director for the Spiritual Eldering Institute, now called Sage-ing International. In that role, he taught conscious aging programs throughout the U.S., in Canada, and in Ireland. David is currently one of the guiding teachers of the Insight Meditation Community of Colorado and has a private practice in Boulder. He is the author of the recently released book Life, Part Two: Seven Keys to Awakening with Purpose and Joy as You Age.

Listen to the replay here.