Category Archives for Retirement Transitions

The New Retirement: Create a Life You Don’t Need a Vacation From with Jan Cullinane

Ten thousand people are turning 65 every DAY, and by 2030, all Boomers will be at least 65. Are you ready for retirement? Here are some things to consider:

  • “Fun” Retirement Vocabulary words
  • Importance of 6,570
  • Reflections about relocation
  • Working in Retirement (and the five Ps)
  • Money and Your Brain (behavioral economics)
  • Purpose and Values
  • Retiree Regrets
  • Summing it up: Secrets for a Successful Retirement
  • Shed your skin/molt!

Date: Tuesday, November 22, 2022

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

Topic: The New Retirement: Create a Life You Don’t Need a Vacation From

Speaker:  Jan Cullinane, author

About Jan Cullinane

Jan Cullinane is a recognized expert on holistic retirement. Her books include two previous editions of the best-selling The New Retirement: The Ultimate Guide to the Rest of Your Life, the award-winning The Single Woman's Guide to Retirement, and Retire Happy. She is the Healthy Living columnist for ideal-LIVING magazine and a contributor to Everybody Has a Book Inside of Them and The Weekend Book Proposal.

Jan has given numerous presentations about retirement. Her clients include AARP, The Smithsonian, In-N-Out Burger, Wells Fargo Advisors, and the U.S. Federal Government, among others. She is frequently interviewed for print and online media, and has appeared on national and local TV and radio shows.

Her educational credentials include a B.S. and an M.Ed. from the University of Maryland, and an ABD from Rutgers, The State University of New Jersey. She lives in Palm Coast, Florida with her husband Roger, has three married children, five adorable grandchildren, and sincerely believes these years are the best years if you're prepared. And, she can speak backwards fluently!

Register for the program here.

The Future of Work with Kerry Hannon

Anyone who began working 20 or 30 years ago has witnessed astonishing changes in the workplace during their career. When the global pandemic hit, older workers fortunate enough to retain their jobs once again had to navigate enormous upheaval, virtually overnight. Working from home, often in isolation, over-fifties found themselves facing daunting technological and social challenges.

Influenced by the profound changes in the workplace spurred by the pandemic, Kerry Hannon will discuss the 5 major trends that are here to stay, the rise of the multi-gen workforce, the fundamental demographic changes, and how the most forward-thinking organizations are tapping into the benefits for experienced workers.

Date: Tuesday, October 25, 2022

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

Topic: The Future of Work

Speaker: Kerry Hannon, author and syndicated columnist

About Kerry Hannon

Kerry Hannon is a workplace futurist and a leading strategist on career management, entrepreneurship, personal finance, and retirement. She is a frequent TV, podcast, and radio commentator and is a sought-after keynote speaker at conferences.

Kerry is the bestselling and award-winning author of 14 books, including her newest book In Control at 50+: How to Succeed in the New World of Work and Never Too Old to Get Rich: The Entrepreneur’s Guide to Starting a Business Mid-Life, a number one bestseller on Amazon and selected by the Washington Post for its Book-of-the-Month Club.

Kerry is currently a senior columnist and on-air expert at Yahoo Finance. She was previously an expert columnist, opinion writer, and regular contributor to the New York Times, MarketWatch, and Forbes, and was the PBS website NextAvenue.org personal finance and entrepreneur expert. She has also worked as a writer, columnist, and editor for USA Today, U.S. News & World Report, and Money magazine and as a contributor to the Wall Street Journal.

Kerry lives in Washington, DC, and Boston, Virginia, with her husband, documentary producer and editor Cliff Hackel, and her Labrador retriever, Elmore “Elly.”

Listen to the replay here.

The Making of an Old Soul: Aging as the Fulfillment of Life’s Promise with Carol Orsborn

Scholar and mystic Dr. Carol Orsborn will shed new light on the entire arc of life, revisioning age not as diminishment but as the fulfillment of life’s promise. Bursting through the stereotypes into a world of old souls, Orsborn will share how to embrace the luminous spirit within that beats steadily beyond the wounds of childhood, beyond the unintended consequences of your best intentions, beyond the twists and turns of fate over which even at the peak of the developmental pyramid you have no control. Her vision of aging affirms that seekers of all ages and circumstances have what it takes to grow not just old, but old souls.

NOTE: This call has been pre-recorded and is not live. However, questions can still be submitted and will be answered by email by the guest at a later date.

Date: Tuesday, April 26, 2022

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

Topic: The Making of an Old Soul: Aging as the Fulfillment of Life’s Promise

Speaker: Carol Orsborn, a leading writer and spokesperson

About Carol Orsborn

Carol Orsborn, Ph.D. is a recognized thought-leader in the field of Conscious Aging and author of 30 books translated into 15 languages, including her most recent bestseller, The Making of an Old Soul: Aging as the Fulfillment of Life's Promise. Orsborn earned her doctorate in adult development from Vanderbilt University and is chief archivist at Fierce with Age, the Digest of Boomer Wisdom, Inspiration, and Spirituality housed at CarolOrsborn.com. She also founded and co-leads the Sage-ing International Book Club.

For the past 40 years, Orsborn has been a compelling voice of her generation, interviewed on Oprah, The Today Show, CBS Morning News, The Shift Network, and in the New York Times. She has spoken frequently at the American Society of Aging, Sage-ing International, and the Positive Aging conferences.

Listen to the replay here.

Eldera: Unlocking the Social Capital of Older Adults with Dana Griffin

Eldera is all about bringing forth the Era of the Elders. Eldera.ai is a virtual multigenerational village where generations come together to connect, learn from each other, have fun, and create a better future for all. Eldera connects kids from around the world with vetted older mentors for weekly virtual connections which may include conversation, storytime, and activities. The kids benefit from social-emotional learning and increased resilience, elders benefit from a sense of purpose and expanded community, and most importantly, everyone experiences more joy. Eldera is the opposite of eldercare — it is built on the belief that elders want and need to care for the next generation — it is in our DNA.

In this program, you'll discover:

  • How do we define the social capital of older adults?
  • How can technology make it available at scale?
  • How can it impact societal change?
  • How can we envision a new intergenerational societal infrastructure?

Date: Tuesday, March 22, 2022

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

Topic: Eldera: Unlocking the Social Capital of Older Adults

Speaker: Dana Griffin, Co-founder and CEO of Eldera.ai and an Encore Gen2Gen Innovator Fellow

About Dana Griffin
Dana Griffin is the Co-Founder and CEO of Eldera.ai, the purpose-driven global platform for older adults. She is on a mission to tap into the time and wisdom of 1 billion elders around the world as a new natural resource for the next generation. Dana was raised by her grandparents in Transylvania, Romania, and has been guided by elder mentors throughout her life.

A former data and advertising executive turned age-tech entrepreneur, AI for Good advocate, and author of multiple trademarks and patents focused on aging and wisdom, Dana serves on the boards of BrightFocus Foundation and AI Commons. She has been advising, consulting, and speaking internationally about principled uses of AI for innovation, policy, and social impact and was recognized by AdAge as a “40 under 40 Changing the Advertising Industry.” A Vedic meditator and outspoken fan of interesting people and good food, Dana spends her time cooking, training in Krav Maga, and exploring human consciousness.

Listen to the replay here.

50+ Finding Your Life Balance Between Time, Money and Joy with Glenn Frank

Think about it. Most decisions throughout life are an implicit tradeoff between time, money, and happiness. At this critical juncture, an explicit, step-by-step process could create the epiphany you desire while avoiding the outcome you may fear!

What does “retirement” look like for you? The devil is in the details. How will you actually spend each day when 40+ hours become available? Are your cash flows well planned and what are reasonable assumptions to use in your calculations? Do you know what will likely drive your happiness? Rather than a trial-and-error approach with seemingly endless options, it may be best to first determine what will actually work in your life!

Join award-winning financial advisor, Glenn Frank, while he walks you through his approach to define your next steps as discussed in his retirement planning guide, Your Encore – How to Balance Time, Money, and Joy. There are thousands of wonderful books on time management, finances, happiness, and purpose. This book uniquely connects these interrelated topics for people at their “What's Next” crossroads.

In this session, you will discover:

  • How “The Joy Matrix” can simplify choice management (what you do and who you do it with) to boost your happiness.
  • How to roughly calculate “Your Work Optional Number.”
  • Common financial and emotional pitfalls.
  • How to begin maximizing your “Happiness per Dollar” and “Happiness per Hour.”

Date: Tuesday, February 22, 2022

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

Topic: 50+ Finding Your Life Balance Between Time, Money and Joy

Speaker: Glenn Frank, Financial Advisor, Retirement Advisor, and Educator

About Glenn Frank

Glenn Frank is the Director of Education at Lexington Wealth Management. He maintains the website TimeMoneyAndJoy.com for his outside educational endeavors and to provide resources for his followers. As a financial advisor and educator for over 30 years, his work has centered on helping people maximize happiness within the confines of their personal time and financial limitations.

Glenn received the 2019 “Planner of the Year” award from the Massachusetts Financial Planning Association. He was listed by WORTH Magazine for 10 years as one of the top advisors in the US. In 1996 Professor Frank was the founding director of Bentley University’s Master's Program in Financial Planning.

Professor Frank has authored and has been interviewed for numerous articles, white papers, books, newspapers & magazines, and is the author of the book, Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. Glenn is a sought-after speaker at conferences, podcasts, and webinars.

Listen to the replay here.