Category Archives for Retirement Transitions

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, May 24, 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 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.”

Register for the call 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 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. 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 and an Encore Gen2Gen Innovator Fellow

About Dana Griffin
Dana Griffin is the Co-Founder and CEO of, 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 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.

Senior Entrepreneurs Are Driving More Social Innovation Worldwide than Any Other Demographic with Elizabeth Isele

Social innovation is much more than having an idea. Real innovation is recognizing the value of that idea and operationalizing it through social enterprise. Research demonstrates that, contrary to the media image of an entrepreneur as a tech-savvy youth, senior entrepreneurs (aged 50+) are creating more businesses worldwide than any other age group and an overwhelming number are creating social enterprises, including green businesses.

That being said, we should bear in mind that while experience fuels innovation, experience is also regenerative, so the opportunity is at hand to intentionally facilitate knowledge transfer across generations and foster dynamic, innovative decision-making. Catalyzing multigenerational experience generates new insights, perspectives, and multiple paths to solutions.

In this session, you will discover:

  • how senior entrepreneurs activate and scale social innovation;
  • how older adults can be more innovative than their younger counterparts;
  • how shared intergenerational knowledge is a unique social and economic opportunity to drive innovation, boost workplace engagement, productivity and profitability and successful new business startups that can result in healthier societies, a more sustainable environment, and robust economies – and provide specific examples.

Date: Tuesday, January 25, 2022

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

Topic: Senior Entrepreneurs Are Driving More – and More Sustainable – Social Innovation Worldwide than Any Other Demographic

Speaker: Elizabeth Isele, Founder and CEO of the Global Institute for Experienced Entrepreneurship

About Elizabeth Isele

Recognized globally as a pioneering senior and intergenerational entrepreneurship expert, Elizabeth Isele is leading a movement to transform the culture of aging and retirement. Her passion to ignite a Silver Economy by unleashing the experience and the potential of 50+ year-olds to drive economic markets and generate social and environmental impact is grounded in data and metrics. Elizabeth embodies the Silver Economy. As a septugenarian, after a distinguished career as an award-winning editor and author, she founded The Global Institute for Experienced Entrepreneurship, a comprehensive, cross-sector (business, government, education, and research) ecosystem to catalyze and support intergenerational experience in the Future of Work, Entrepreneurship, and Artificial Intelligence.

She is also a Senior Fellow in Social Innovation, and Entrepreneur in Residence, Babson College, Wellesley, MA, and an Associate Fellow in Finance and Global Economics, The Royal Institute of International Affairs: Chatham House, London, UK.

In the fall of 2021, she was interviewed by Globant for their Be One of a Kind series to share the one-of-a-kind VALUE of workers aged 50+. She has also published numerous reports articles, and op-ed pieces on 50+ entrepreneurship and is continually quoted and profiled in the media and publications such as the NY Times, Wall Street Journal, Forbes, Bloomberg, etc. Elizabeth was named a Journalism in Aging Fellow by the MetLife Foundation and the Gerontological Society of America, a Tribeca Disruptive Innovation Foundation Fellow, and an Influencer in Aging by PBS

Click here for the replay.