A groundbreaking study of 11,000 North Americans has unveiled changing retirement patterns and better understanding of what it means to age and live well in retirement (based on a study conducted by Edward Jones and Ken Dychtwald, Ph.D., psychologist, gerontologist and founder of Age Wave). Let’s review the findings and talk about it!!

The study offers a fresh look at retirement. It reveals four unique stages of retirement with different dreams, worries, and planning needs in the areas of health, family, purpose, and finances. Each stage presents unique expectations, priorities, challenges, hopes and helpful planning for retirement. Now that longevity and life expectancy has expanded, along with major shifts in thinking since the pandemic, quality of life throughout retirement is a big topic of conversation.

This is not a typical retirement session on aspects of financial planning, strategic asset allocation, stocks and bonds, etc. but a conversation based on the research and the fascinating journey of retirement. A link to the study and materials will be sent in advance to all who register.