Conference (in-person)

Health, Wealth & Happiness - Planning Your Path to a Successful Retirement (Sat/Sun)

Securing a healthy and successful retirement requires a holistic approach that goes beyond just having enough money. This workshop will explore tools and resources to design the “life” side of your next chapter and to boost and protect your retirement income. Attendees of all ages are encouraged to attend.

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  Simon Chan, M.B.A., CFP, CPRC

  Founder and Chief Executive Officer

  Adapt with Intent, Inc.

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  Rebecca Cummings

  Principal Attorney and Founder

  Legacy Studio Estate Law

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  Rick Garnitz

  President (Retired)

  LifeSpan Services, Inc.

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  Kyra Jones, Ph.D.

  Principal Consultant

  kj3 Consulting

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  Bruce Schobel, CEBS, CLU, FSA, MAAA

  Consulting Actuary

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  Kevin Seibert, CEBS, CFP, CRC

  Managing Director

  International Foundation for Retirement Education (InFRE)