6th Annual Conference

Modernizing The World Of Retirement

September 20-22, 2022
6th Annual Conference

Modernizing The World Of Retirement

September 20-22, 2022

Attendees Receive:

  • 3 full days and over a dozen sessions with the industry's Top Experts, including confirmed headliners Chip Conley (Modern Elder Academy) and Loran Nordgren (author of "The Human Element"), Jeff Weiss (Founder of "Age of Majority"), Connie Zweig PhD, and other media experts.
  • Annual RCA Membership (a value of $149)
  • Daily Give-aways provided by our sponsors.
  • Multiple networking and breakout sessions including 3 morning events and 2 evening events (see Agenda).
  • CE Credits
  • Full access to our online event space and virtual Exhibit Hall
  • Access to conference recordings through 12/31/2022
Chip Conley

New York Times bestselling author Chip Conley is the hospitality maverick who helped Airbnb's founders turn their fast-growing tech start-up into a global hospitality brand. In Wisdom@Work: The Making of a Modern Elder he shares his unexpected journey at midlife — from CEO to intern — learning about technology as Airbnb’s Head of Global Hospitality and Strategy, while also mentoring CEO Brian Chesky. Chip is the founder of the Modern Elder Academy, where a new roadmap for midlife is offered at a beautiful oceanfront campus in Baja California Sur, Mexico. He serves on the board of Encore.org and the advisory board for the Stanford Center for Longevity. www.ChipConley.com

Rich Eisenberg

Rich Eisenberg "unretired" from his job as Managing Editor and Editor of the Money & Policy and Work & Purpose channels of the PBS site for people 50+, Next Avenue, in January 2022. He currently writes The View From Unretirement column for MarketWatch and freelances for Next Avenue as well as other media outlets. He is also co-host of the Friends Talk Money podcast, for people 50+, with Terry Savage and Pam Krueger. He is author of The Money Book of Personal Finance and How To Avoid a Midlife Financial Crisis.

Pete Finlon

Pete Finlon is a graduate of the University of Washington. After growing up in a military family Pete returned home to his Seattle roots to attend the U of W. Upon graduation Pete, himself joined the Marine Corps as a lieutenant and began his career in Healthcare. His various positions and responsibilities took him all over the United States. In early 2015 Pete, found an interesting article on retirement coaching. Utilizing a non-financial approach and clinical assessments Pete combines his insight with the client’s retirement and financial needs to help create a path that provides the most reward for a person’s immediate and long range future. Pete currently works with several clients ranging from all occupations as well as financial advisors, real estate mangers and HR professionals. In addition, Pete provides a popular Coach the Coach program to help other coaches accelerate their practices. Pete and his wife of 35 years live in the Sammamish, WA. area.

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 currently a senior columnist and on-air expert at Yahoo! Finance. Kerry is the bestselling and award-winning author of 14 books, including her new book, In Control at 50+: How to Succeed in the New World of Work.

Kerry lives in Washington, DC, Boston and Virginia, with her husband, documentary producer and editor Cliff Hackel, and her Labrador retriever, Elmore “Elly.” Follow Kerry on Twitter @KerryHannon, visit her website at KerryHannon.com, and check out her LinkedIn profile at linkedin.com/in/kerryhannon.

Beau Henderson

For author Beau Henderson the words "Rich Life" take on a special meaning. These two words are the hallmark of his company, The RichLife Group, of The RichLife Show airing weekly in national syndication on radio, and of his most recent best selling book The RichLife - Ten Investments for True Wealth. Henderson is a master certified success coach, author, radio host and financial advisor.  He has helped more than 3,000 families to discover their true relationship with money and equipped them to live a healthy, wealthy, fulfilled life on purpose. The new release of The RichLife -Ten Investments for True Wealth can be found at www.richlifebook.com.

Tracy Jaffe

Tracy is an actress, songwriter and professor in the performing arts department at Washtenaw Community College. She has been teaching for over two-decades and has spent her entire life on the stage. When she’s not in the “classroom” Tracy is busy creating and writing curriculum for her department. Two of her most prized courses include Theatre Appreciation, where all kinds of genres are explored and The Art of Improv. Tracy lives in Ann Arbor, Mi with her family where they enjoy being active in their community and advocating for those who voices go unheard.

Robert Laura

Robert Laura literally wrote the book on Retirement Coaching. He is a pioneer in the psychology and social science of retirement planning. He is a four-time best-selling author, nationally syndicated columnist and recognized presenter at retirement conferences across the country. His work has reached millions of retirement readers through seven books, twelve guides, and over 800 articles. In addition to his own writings, he frequently appears in major business media outlets such as the Wall Street Journal, USA Today, CNBC, MarketWatch, the New York Times, and more. As a former social worker turned money manager and author, he has found that retirement is among the most fascinating, yet least understood, phases of life. As a result, he has developed a powerful message to tackle the mental, social, physical, spiritual, and financial aspects of retirement. All of his work reflects his ground-breaking efforts to challenge the status quo of traditional retirement planning and help people create a No-Regrets Retirement Plan! He has a garnered a unique look at wealth and retirement by not only working closely with his own clients for the last twenty years, but also by interviewing numerous celebrities, entertainers, and athletes including Pastor Rick Warren, Deion Sanders, Gymnast Shannon Miller, HGTV’s the Property Brothers, Pawn Star Rick Harrison, Cheech & Chong, and more.

Loran Nordgren

Loran Nordgren is a Professor of Management and Organizations at the Kellogg School of Management. His research considers the basic psychological processes that guide how we think and act. The overarching goal of his work is to advance psychological theory and to use theory-driven insights to develop decision strategies, structured interventions, and policy recommendations that improve decision-making and well-being. Professor Nordgren's research has been published in leading journals such as Science and has been widely discussed in prominent forums such as the New York Times, The Economist, and the Harvard Business Review. In recognition of his work, Professor Nordgren has received the Theoretical Innovation Award in experimental psychology. A former Fulbright scholar, he has twice received Kellogg’s Management Teacher of the Year award and is a five-time recipient of Kellogg’s Teaching Impact award. Loran was recognized as one of Poets & Quants’ 40 under 40 business school professors and a Thinkers 50 radar award recipient. As a practitioner, Loran has worked with companies throughout the world on a wide-range of behavior change problems, a process he calls Behavioral Design. Loran’s first book The Human Element: overcoming the resistance that awaits new ideas spent multiple weeks on the Wall Street Journal Bestseller list.

Jeff Weiss

Jeff is the President and CEO (Chief Evagelist Officer) of Age of Majority, a consultancy that he launched in October, 2017. He is the last of the Baby Boomers with over 30 years of marketing experience on both the client and agency sides of the business. Prior to starting Age of Majority, Jeff led Harbinger out of their Toronto office - a PR agency that is focused primarily on launching brands and marketing to women.
Over the years, Jeff has witnessed the dramatic changes of the aging population. In his experience of working for and with major brands including Pepsi, Gillette, Dannon, KitchenAid and Unilever, he understands why corporations are missing the boat on the over 55 crowd and he knows what’s necessary to take advantage of this largest and fastest growing segment in business

Eric Weigel

Eric J. Weigel is the founder of Retire With Possibilities an advisory and retirement coaching firm dedicated to helping people consciously design their own journey into retirement in all aspects -financial as well as non-financial – affecting the quality of their post-career experience. Eric is also the founder of Global Focus Capital, a capital markets and consulting firm focused on sustainable, long term investing approaches.

Eric cherishes his time with his wife, three adult children and two grandkids. In his spare time he enjoys playing tennis, gardening, and escaping the New England winters exploring possible retirement abroad locations.

Connie Zweig

Connie Zweig, Ph.D., is a retired therapist and coauthor of Meeting the Shadow and Romancing the Shadow and author of Meeting the Shadow of Spirituality and a novel, A Moth to the Flame: The Life of Sufi Poet Rumi. Her new bestselling book, The Inner Work of Age: Shifting from Role to Soul, extends her work on the Shadow into midlife and beyond and explores aging as a spiritual practice. It won the 2022 Gold Nautilus award, the 2021 American Book Fest Award, and the 2021 Best Indie Book Award for best inspirational non-fiction. Connie has been doing contemplative practices for more than 50 years. She is a wife, stepmother, and grandmother. After all these roles, she’s practicing the shift from role to soul.

Tuesday 9/20-Thursday 9/22

*We are still finalizing our daily agenda, we will get started all 3 days at 10:30am EST and close the sessions by 4:30pm EST with social events in the evening on 9/20 and 9/21.

Confirmed Conference Sessions Include:

Key Notes and Special Guests:

  • Interview with Chip Conley Founder and CEO of the Modern Elder Academy will discuss the business of retirement and longevity- Chip will share business secrets that will help you work with today’s modern elder.
  • The Human Element: Overcoming the Resistance that Awaits New Idea’s with Loran Nordgren Behavioral Science expert and author Loran Nordgren will discuss ways to overcome the forces that resist change so you can watch your business take flight.
  • The Dirty Dozen Myths of Aging Consumers Presented By Jeff Weiss President and CEO (Chief EvAGElist Officer) of Age of Majority Jeff will help us unlock the secrets of successfully working the 55+ community.
  • Spiritual Retirement Planning: Coaching the Shift from Role to Soul with Connie Zweig PhD in a dynamic presentation Connie will take us through an interactive experience that is sure to help you grow personally and professionally.
  • Retirement Intelligence or RQ with Robert Laura Understanding the relevance of someone’s RQ is the missing piece to the Retirement Coaching industry. Bob will share more about this discovery and how the new RQ Assessment will transform how you obtain, work with and support your clients.
  • The Art of Improv and Public Speaking presented by Tracy Jaffe This session will be designed to bring an element of fun with a purpose. From perfecting your elevator speech to presenting on the topic of retirement for a crowd, this session will help you set the stage for talking about all things retirement coaching.
  • Media Experts Rich Eisenberg and Kerry Hannon will be joining forces to share the current retirement trends they are seeing, and the impact Retirement Coaching can have on those trends.

RCA Member Sessions

Closing the Gap with Your Future Self By: Eric Weigel
Whether for yourself or your clients the Future Self is the person you want to become and the type of life you want to lead. It's basically your vision of your future.

Building a Trust Folder for Your Coaching Business
Presented by Robert Laura, Pete Finlon and Beau Henderson.
This new and interactive training will help you develop your own “trust folder” for your practice. Providing you with practical steps that when put into action can help you grow your business.

Speed Mentoring
Enjoy a fast-paced interactive session where the RCA’s top Coaches answer your questions in a fun and untraditional format (two speed mentoring sessions will take place).

Special Events:

  • Morning Mixer
    We will enjoy connecting each morning for coffee/tea and professional networking.
  • State of the Industry Address
    RCA founder Robert Laura will share the exciting vision for the future of the RCA and highlight initiatives happening within our community that are modernizing the world of retirement.
  • Evening Mixer Event
    Pour yourself your favorite beverage and join us as we gather to reflect on the topics presented, share your thoughts and ideas and learn more about your colleagues.
  • RCA Awards Ceremony
    This special event recognizes this year’s recipients of the Retirement Pioneer and RCA Catalysts Awards.
  • Sponsor Spotlights
    Each day our sponsors will showcase a special story about their organization and the impact it has had with regards to modernizing the world of retirement. Each spotlight will include a give-away for attendees present during the event.

Day 1

  • 10:30EST (9:30C/8:30M/7:30P)
    Coffee/ Tea Virtual Networking Event
  • 11:00 - State of the Industry
  • 11:30 - Session 1
  • 12:30 - Session 2
  • 1:20 - Lunch Break
  • 1:45 - Sponsor Spotlight and Give-Away
  • 2:05 - Session 3
  • 2:45 - Session 4
  • 3:35 - Brainstorming/ Take-aways for the day
  • 7:30EST (6:30C/5:30M/4:30P)
    Cocktail Hour/ Networking

Day 2

  • 10:30EST (9:30C/8:30M/7:30P)
    Coffee/ Tea Virtual Networking Event
  • 11:00 - Session 1
  • 12:00 - Session 2
  • 12:50 - Lunch Break
  • 1:15 - Sponsor Spotlight and Give-Away
  • 1:30 - Session 3
  • 2:30 - Session 4
  • 3:20 - Session 5
  • 4:00 - Brainstorming/ Take-aways for the day
  • 7:30 EST (6:30C/5:30M/4:30P)
    RCA Awards Night

Day 3

  • 10:30EST (9:30C/8:30M/7:30P)
    Coffee/ Tea Virtual Networking Event
  • 11:00 - Session 1
  • 12:00 - Session 2
  • 12:50 - Lunch Break
  • 1:15 - Sponsor Spotlight and Give-Away
  • 1:30 - Session 3
  • 2:30 - Session 4
  • 3:20 - Brain storming/ Take-aways for the day
  • 3:50 - Conference concludes with closing comments
*There will be a 5-10 minute break between each session

Lauren Fox, Program Director

ND Insired Leadership Initiative

Phone: 574-631-2466

Email: Lauren Fox

Click here for more information

The Inspired Leadership Initiative (ILI) is a program for accomplished individuals from all disciplines (business, non-profit, and academic, to name a few) who have completed their chosen careers and wish to spend an academic year at Notre Dame—taking advantage of the University's vast array of resources—to pivot to their next stage in life.

ILI fellows will have the unique opportunity to reflect on their past experience and shape the direction of their future, while also sharing their wisdom, experience, and knowledge with the Notre Dame community.

Featured Video: Day in the life of ILI

Download the brochure

Still have questions? Contact us by email here or visit our website

Mike Minitelli National Sales Manager

FranNet Franchise Experts

Phone: 908-447-0098

Email: Mike Minitelli

Click here for more information

FranNet provides education and support to individuals who are interested in exploring self-employment as a career option through franchised business ownership. Our local consultants deliver expert advice and assistance through the franchise selection process at no cost to clients.


We are experienced, local franchise experts, consultants, and brokers that help match you to the perfect business opportunity to meet your goals..


From providing you with business options that fit your goals to coaching you through your due diligence process, we help reduce the risk of starting your own business.


We put in the time and resources to help you make the right decision and maximize your odds of success in your new business.

Still, have questions? Contact us today to schedule a free consultation to discuss your goals and learn more about how franchise ownership can help you reach them email here or visit our website

You can also check out our Youtube channel here for some great business videos including:

Additional resources include our:

Robert Laura, Founder


Phone: 888-267-1138

Email: Robert Laura
Click here for more information

The CPRC is the leading industry training! It provides the most ground breaking and innovating course work, coupled with time-tested and proven methods for helping people make a successful transition from work-life to home life.

Join us in changing the world of retirement by downloading our first module for free

You might also find my latest guide valuable as well. Solving The Real Retirement Crisis highlights the need and opportunity for coaches as well as issues that individuals, couples and organizations are facing!

Overall, our program stands out from others in several ways. First, it is the Retirement Coaching industries only recognized designation. Other programs only offer a certificate of completion rather than an actual designation. Our CPRC letters can not only be placed after your name on business cards and emails but also used as a mark of credibility when meeting with clients or organizations.

Second, the program provides coach training. We use aspects of positive psychology, behavioral economics, and other framework tools to not only educate but also empower our students with the most up to date and useful information. Many other programs simply train you on an assessment or the use of other tools rather than actual coaching skills and techniques.

Another big differentiator is our marketing program and connection to a vibrant community. Our program includes a marketing platform to help you lauch your business and includes one year membership into the Retirement Coaches Association. No one else gives you anything even close to that, leaving you to figure it out on your own.

To help you understand and get a sense of what is included in our training we offer the first module for free. You can download it here

Still have questions? Contact us by email here or visit our website

Longevity Economy
Dr. Joseph Coughlin
Hardcover: $20.90
Kindle: $17.99

book cover

Over the past two decades, Joseph F. Coughlin has been busting myths about aging with groundbreaking multidisciplinary research into what older people actually want -- not what conventional wisdom suggests they need. In The Longevity Economy, Coughlin provides the framing and insight business leaders need to serve the growing older market: a vast, diverse group of consumers representing every possible level of health and wealth, worth about $8 trillion in the United States alone and climbing.

Coughlin provides deep insight into a population that consistently defies expectations: people who, through their continued personal and professional ambition, desire for experience, and quest for self-actualization, are building a striking, unheralded vision of longer life that very few in business fully understand. His focus on women -- they outnumber men, control household spending and finances, and are leading the charge toward tomorrow's creative new narrative of later life -- is especially illuminating.

Coughlin pinpoints the gap between myth and reality and then shows businesses how to bridge it. As the demographics of global aging transform and accelerate, it is now critical to build a new understanding of the shifting physiological, cognitive, social, family, and psychological realities of the longevity economy.

Available at Amazon.com

Hardcover only $20.90

Kindle: $17.99

Path Of Purposeful Aging
Richard Leider
Hardcover: $16.99
Kindle: $9.99

book cover Everyone is getting old; not everyone is growing old. But the path of purposeful aging is accessible to all—and it’s fundamental to health, happiness, and longevity.

With a focus on growing whole through developing a sense of purpose in later life, Who Do You Want to Be When You Grow Old? celebrates the experience of aging with inspiring stories, real-world practices, and provocative questions. Framed by a long conversation between two old friends, the book reconceives aging as a liberating experience that enables us to become more authentically the person we always meant to be with each passing year.

In their bestseller Repacking Your Bags, Richard J. Leider and David A. Shapiro defined the good life as “living in the place you belong, with people you love, doing the right work, on purpose.” This book builds on that definition to offer a purposeful path for living well while aging well.

Available at Amazon.com

Hardcover only $16.99

Kindle: $9.99

Radical Curiosity
Ken Dychtwald
Hardcover: $24.95
Kindle: $13.00

book coverFrom his working class roots in New Jersey to the “tune in, turn on, drop out” cliffs of Big Sur and the pinnacles of the human potential movement; from launching his company Age Wave and coming to terms with his own aging process, Ken Dychtwald’s Radical Curiosity makes sense of his first 70 years of life, offering invaluable life lessons through the lens of a man constantly seeking truth and self-discovery― giving readers a glimpse into a visionary's extraordinary world, and a guide for claiming a powerful vision of one’s own.

Although Dr. Ken Dychtwald is widely regarded as one of the world’s foremost experts on aging and longevity, Radical Curiosity offers an entirely different, and far more personal, perspective. Triggered by the deaths of his parents, and motivated by his cutting-edge research into the importance of leaving a legacy, Dychtwald dives deep to examine the arc and legacies of his own life through fantastic stories, mind-stretching adventures and his unique encounters with many of the world’s great leaders and influencers, in order to show readers his keys to a meaningful, magical and purposeful life.

Ultimately, Radical Curiosity is a call to action, one which demands that we add more curiosity, purpose, interdependence and discovery to our lives, regardless of age.

Available at Amazon.com

Hardcover only $24.95

Kindle: $13.00

Thriving Throughout Your Retirement Transition
RCA Authors
Paperback: $15.95
Kindle: $3.99

book coverToo many retirees waste some of the best years of their life in retirement trying to figure it out on their own. But it doesn’t have to be that way! You can avoid common traps and misconceptions going from merely surviving and trying to figure it out, to full-on thriving through the advice of over a dozen top retirement experts.

If you are ready to change the trajectory of your retirement years, you'll want this invaluable resource in your toolbox. Join the growing movement to create a life-after-work lifestyle that moves beyond your finances and into a more diverse definition of a fulfilling retirement.

This dynamic and cutting-edge culmination of wisdom is exactly what new and existing retirees need to not only flourish in life after work, but also make it a time full of self-discovery, impact, and legacy; all key ingredients to Thrive Throughout Your Retirement!.

Available at Amazon.com

Hardcover only $15.95

Kindle: $3.99

Out of the Box Retirement
RCA Authors
Paperback: $14.95
Kindle: $4.95

book cover Traditional Retirement Planning Has Been Put On Notice!

Get ready to flourish in the new era of retirement as more than a dozen retirement experts share decades of experience to help you unleash your imagination and envision retirement like never before.

Get inspired with real life stories and situations that can help you avoid falling into common traps and turn your dreams into reality. Step outside of old and outdated traditions, and create a more personal and satisfying plan for retirement with a book that:

  • Awakens your creative spirit and soulful expression
  • Breaks the old and outdated rules that hold so many people back
  • Fosters confidence, control, and clarity
  • Helps you customize retirement in a way that reflects your deepest needs and desires

Your legacy and life in retirement won’t be defined by following others down the well-worn path, but rather by having the courage and support to gracefully move away from what everyone else is thinking and doing. Fashion more resilience and meaning with these creative ideas, role models, and new possibilities.

Available at Amazon.com

Hardcover only $18.95

Kindle: $6.99

Rightsourcing Retirement
RCA Authors
Paperback: $14.95
Kindle: $3.99

book coverIt’s Time To Boldly Reset The Workforce Horizons Around Retirement

Finally, a book ahead of its time that recognizes the comprehensive needs of both the employer and employees in transition. This book affirms what both side want but struggling to find the right balance with.

Get ready for a dynamic approach that ensures workplace stability and employee experience by:

  • Modernizing the retirement conversation with new insights, research, and direction
  • Showcasing the new roles and opportunities organizations have to make a positive impact on an aging workforce
  • Expanding traditional retirement planning to include more personal aspects of life after work and mindset that employees need in the transition
  • Addressing key issues like career legacy, workplace identity, and more

This is what happens when you bring together a group of industry experts, thought leaders, and retirement pioneers who are committed to shifting paradigms and altering the course of traditional retirement. It’s game-changing book that is both timely and essential to the future of workplace transitions.

Available at Amazon.com

Hardcover only $18.95

Kindle: $6.99

Retirement Challenge
RCA Authors
Paperback: $18.95
Kindle: $4.95

book coverFor the first time, The Retirement Coaches Association has brought together an elite group of retirement experts to help you unlock a compelling and purpose filled next chapter.

It’s the first and only book of its kind and provides exactly what is missing from mainstream articles and discussions about retirement. Yes, there are many other books on the topic, but none of them address the non-financial aspects like this definitive collection of wisdom and advice.

It digs deep and delivers powerful content that:

  • Takes readers on a personal journey to help them thrive in their transition
  • Offers a new sense of purpose for those who are unsure of, or conflicted by a retirement decision
  • Provides peace of mind by acknowledging you’re not alone no matter what you may be dealing with
  • Validates your thoughts and feelings about retirement while providing direction for you
  • Allows you to see the beauty and benefits of planning beyond the dollars and cents of retirement

Join us as we take you on a thought-provoking journey that covers nearly every retirement topic and provides the answers to your non-financial questions.

Available at Amazon.com

Hardcover only $18.95

Kindle: $6.99

Great Pajama Jobs
Kerry Hannon
Hardcover: $24.95
Kindle: $13.00

book coverFind out how to secure and thrive in a work-from-home or remote-access job. Get out of your work clothes and into pajamas for good!.

Did you fall in love with working from home during the months of coronavirus restrictions? Is working in your pajamas appealing? Do you want to earn some income on the side?

In 2020, the workplace has been transformed and working from home has exploded. It may, in fact, be the new reality of working for many of us, some full-time, some as a hybrid work scenario.

With some information and expert guidance, you can transform your workday, take control of your time, and explore exciting new opportunities. Great Pajama Jobs: Your Complete Guide to Working from Home is your playbook.

Until recently, you may have gone to an office that was uninspiring or chaotic, or spent a large part of your busy day responding to emails and working on computer–tasks that could easily be accomplished from home. You may have spent hours commuting each day.

Then too, you may be a military spouse in search of an ideal remote job to take with you to a new base, or you may need to manage your personal health issues or caregiving duties. Or you may simply want to inch a little closer to a more favorable work-life balance. The truth is you may need the autonomy and flexibility of working remotely for a myriad of reasons.

Great Pajama Jobs is your ultimate guide to finding a job where you can work remotely and advance your career while working in pajamas (or certainly something more comfortable than traditional work garb).

Available at Amazon.com

Hardcover only $24.95

Kindle: $13.00

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Sponsors will be announced soon!

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We are excited to offer four different types of conference passes. When you get to the bottom of the page there is a drop down box which you can select the one that best meets your needs. All sessions will be recorded and made available to attendees at the access level they purchase.

Virtual, Member VIP Pass:
This program offers complete access to all the sessions as well as annual membership* into the Retirement Coaches Association. Cost:$329 and includes full 3-day access to conference and activities and annual membership renewal)

Virtual Non-Member VIP Pass:
This program offers complete access to all the sessions as well as annual membership* into the Retirement Coaches Association. This program is for new members looking to join the association and take advantage of member benefits including newsletter, webcasts, tools, resources, and more. Cost $489 and includes full 3-day access to conference and activities and annual membership