Welcome to the Retirement Coaches Association

Confirmed Conference Sessions Include:

The agenda is set and is action packed!

Once again, we have the best of the best and topics that will not only educate in an entertaining way, but also push thought boundaries and continue to establish the importance and value of our industry.

Speakers include Kerry Hannon on Encore Careers, Dr. Richard Leider on Finding Purpose in Transition, Robert Laura on Work Place Retirement Coaching, Ryan Fredericks on the Importance of Place, Kari Cardinal on Digital Presence, Dr. Christina Luberto on Transitional Mindfulness, Raymond Jetson on Aging While Black, Laura Berman Fortgang on Getting More Yes’s, Colleen Drummond on Taking Stock and Vitality, Richard Eisenberg on Unretirement, Simon Chan on Industry Trends and Gen X, Eric Weigel and Fritz Gilbert on Retirement Research, and more. Don't miss out on your opportunity to help shape the new narrative in retirement and major life transition.

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.

We are actively seeking speakers to present at this years live conference in Ann Arbor, Michigan. If you have a speaker suggestion, session idea or would like to be considered in our upcoming speakers call please contact Amie at retirement.rca@gmail.com

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.

More Information: https://kerryhannon.com/

Richard Leider

International bestselling author, coach, and keynote speaker, Richard has pioneered the way we answer that question. Widely viewed as a thought leader of the global purpose movement, his work is featured regularly in many media sources including PBS public television and NPR public radio. Richard has written eleven books, including three best sellers, which have sold over one million copies and have been translated into 20 languages. Repacking Your Bags and The Power of Purpose are considered classics in the personal growth field. His latest book, Who Do You Want to Be When You Grow Old? defines the power of purposeful aging.

He is also the founder of Inventure – The Purpose Company, a firm created to guide individuals to live, work, and lead on purpose. He is ranked by Forbes as one of the “Top 5” most respected coaches and is a contributing author to many coaching books. Richard is a Senior Fellow at the University of Minnesota’s acclaimed Earl E. Bakken Center for Spirituality and Healing, and an Education Fellow with the Retirement Income Institute. Richard serves as the Purpose Ambassador for Blue Zones, The Whole Health Institute, the Vail Alliance for Purposeful Living, and Blue Spirit Costa Rica. He and his wife, Sally, live in the Minneapolis, Minnesota area

More Information: https://richardleider.com

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.

More Information: https://robertlaura.com

Colleen Drummond

Colleen Drummond is a retired business innovation executive and “me, my life, my wallet” thought leader with extensive capabilities relating to design thinking, human behavior change and business model innovation. Over the past decade, Colleen served as Partner In-charge of KPMG’s Innovation Labs and led a high-performing team to help C-suite executives innovate for future growth and relevance, in a rapidly changing, complex environment.

Colleen recently retired from the partnership at KPMG. Rejecting traditional retirement narratives, she brings human centered design to help rethink, reframe and innovate retirement. She is working on a start up around the retirement transition journey and has been exploring the art of the possible around what makes a good life in retirement – including 150+ books and studies on retirement, longevity, transitions, habits, health, relationships, and happiness among many others. Colleen’s work with Modern Elder Academy (MEA) is all about helping retirees regenerate themselves so that they make the world a better place for future generations. She recently co-facilitated MEA’s Reframing Retirement workshop in Baja with Bob Laura and serves as Master Faculty for MEA’s Reframing Retirement online course.

She is a graduate of William and Mary’s Mason School of Business with a B.B.A. in Accounting, and is actively engaged with WM’s Entrepreneurship Hub and Mason School of Business (Foundation Board Member, Executive Partner, Guest Lecturer).

More Information: https://www.linkedin.com/in/colleen-drummond/

Laura Berman Fortgang

Laura is an award-winning coach known internationally as a pioneer in the personal coaching field. Laura is also a best-selling author, sought-after speaker, TV personality (Oprah and All National Morning Shows), corporate spokesperson, interfaith minister and performer. Her TedX talk currently boasts over 1.8 million views. Laura’s five books are published in 13 languages. She has addressed audiences around the world on topics such as Reinvention, Career Satisfaction and Small Business as well as bringing coaching to diverse clients ranging from homemakers to celebrities and Fortune 100 companies. She’s known for her unique career clarity “Now What?®” methodology and her A-List Coach Business Mentoring Program.

More Information: https://nowwhatcoaching.com

Ryan Frederick

Ryan Frederick is a nationally recognized thought leader, speaker, author, innovator, real estate developer, and strategy consultant specializing in the intersection of healthy longevity and place. Through his company, Here, he has advised organizations internationally ranging from Fortune 500 companies to global institutional investors to leading health systems.

He has educated thousands of consumers through keynote talks, workshops, videos, blogs, online assessments and his book, Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life. Ryan’s work has been cited in numerous outlets including CBS News, Washington Post, Forbes among other media outlets and has been a guest on numerous podcasts focused on healthy longevity. Ryan is a graduate of Princeton University and the Stanford Business School and lives in Austin, Texas with his wife and family.

More Information: https://www.here.life

Dr. Riley Moyes

Dr. Riley Moynes is a successful author with several best-sellers to his credit. Foremost among them was the groundbreaking financial planning guide entitled The Money Coach, which was a consistent best-seller through six editions. He is also a popular public speaker.

Following a successful 20-year career as an educator, he turned his talents to the financial services sector, launching a wealth management firm which grew to include offices in several cities. He was an early recipient of the Dalbar Financial Professional Seal as one of the country’s most trusted financial advisors. His biography appears in Canadian Who’s Who, Who’s Who in Canadian Business and the International Who’s Who in Education.

Now retired from active involvement in the investment business, he concentrates his efforts by writing reader-friendly publications on topics of public interest, and presenting Workshops across the country based on those publications. One of those recent publications, The Four Phases of Retirement: What to Expect When You’re Retiring became a Canadian best-seller within a year of its release.

His 2022 TEDx Talk based on the best-selling book was viewed by over 3.5 million people in just 11 months.

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.

More Information: https://www.theretirementmanifesto.com/blog

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.

More Information: https://www.marketwatch.com/column/the-view-from-unretirement

Fritz Gilbert

I focus on practical Financial Independence and Retirement Planning issues for folks within ten years of retirement. My wife and I achieved early retirement in June 2018 at the age of 55, and are sharing the lessons we’re learning along the way. We sold our primary home “in the city” and moved into a cabin in the North Georgia mountains as part of our downsizing strategy for retirement. My goal is to educate, challenge and encourage each of you to take the steps necessary to achieve success on your journey toward retirement. I enjoy helping others on their journey to and through retirement.

More Information: https://www.theretirementmanifesto.com/blog

Raymond A. Jetson

Raymond A. Jetson is an AARP Purpose Prize winner and Next Avenue Influencer in Aging. He is one half of the intergenerational co-leadership team at MetroMorphosis, an innovative social enterprise based in Baton Rouge, Louisiana.

Raymond has served as the catalytic force that has powered the evolution of Aging While Black, a multifaceted platform that elevates the voices and experiences of Black elders by amplifying their stories, perspectives and realities. The movement is intended o generate collective learning and action around the systemic inequities faced by aging Black people and co-create policy and people-driven responses.

He has a rich history of public service and impacting people. Jetson was the deputy secretary for the Louisiana Department of Health and Hospitals, the state’s largest agency. Raymond served as a member of the Louisiana House of Representatives for more than 15 years. And for 23 years he served as the pastor of the Star Hill Church. Jetson was a Fellow in the Advanced Leadership Initiative at Harvard University, Encore Public Voices and Forward Promise fellowships.

Raymond has continually emerged as a leading voice on community change strategies rooted in equity, social innovation, and authentic community engagement. Jetson has served as a source for USA TODAY, The New York Times, NBC Nightly News, The Atlanta Journal-Constitution, and the Chronicle of Philanthropy.

He is a member of the Board of Directors for CoGenerate, a life member of Kappa Alpha Psi Fraternity, and is addicted to golf.

Simon Chan

Simon is the Founder and CEO of Adapt with Intent Inc., a boutique consulting firm that works with leaders, educators, and organizations to reframe their thinking and redesign new ways of working across life stages. Adapt with Intent focuses on the intersection of longevity and work and how we might adapt careers, work systems, and what “retirement” might look like.

Simon is a talent and innovation executive with over 25 years of experience and has spent over 15 years in the group retirement and benefits industry. He has a diverse background in financial services, technology, academia, and not-for-profit sectors. He has held a variety of senior positions in strategy, corporate innovation, talent attraction, product development, business development, and operations. Prior to founding Adapt with Intent Inc., Simon was Vice-President of Talent, Academy and Future of Work at Communitech, a globally recognized innovation hub.

Simon is a well-respected futurist who speaks regularly at conferences on the future of work & learning and corporate innovation.

Simon holds a Master of Business Administration from Wilfrid Laurier University, and he now serves as Vice-Chair of the university board of governors. He also holds CFP (Certified Financial Planner) and CPRC (Certified Professional Retirement Coach) designations.

More Information: https://www.adaptwithintent.com

Christina M. Luberto, Ph.D

Dr. Christina Luberto is an Assistant Professor of Psychology in the Department of Psychiatry at Harvard Medical School (HMS) and a Staff Psychologist at Massachusetts General Hospital (MGH). Her research and clinical work focus on integrating meditation training with cognitive-behavioral therapy to treat emotional and behavioral problems, and increase pro-social outcomes, particularly among people with chronic medical conditions. She is especially interested in electronic health approaches to delivering mindfulness interventions.

Dr. Luberto earned her PhD at the University of Cincinnati and completed her clinical internship in Behavioral Medicine and a research fellowship in Integrative Medicine at MGH/HMS.

More Information: https://www.hsph.harvard.edu/health-happiness/people/christina-luberto-phd

Kari Cardinale

Kari is the SVP of Digital Strategy at MEA (Modern Elder Academy). She helps design and deliver unique digital programs to build a community movement online. Kari is a master host with a knack of creating deep connections both live and virtually, with 25+ years experience as a driven social entrepreneur in creative strategy, instructional design for live or virtual events, professional hosting, facilitating and training, and private consulting to bring out the best in thought leaders. She has worked with hundreds of experts around the world.

Kari is curious about everything, and is committed to lifelong learning. She has a Masters degree in psychology, masters work in organizational leadership, and is passionate in leading the new frontier of global community engagement. Her energy and ability to quickly engage clients across silos and industry sectors produces profound results.

Kari served as a weekly contributor to the Huffington Post and several pieces were re-published in professional periodicals. She has appeared on local TV, Dateline NBC, PBS “This Emotional Life,” and contributed to the Amazon #1 bestselling anthology, “Embracing Your Authentic Self.

Tuesday 09/19-Thursday 09/21

Day 1

9/19/2023
  • 9:00 AM - 10:00 AM EDT
    (8:00C/7:00M/6:00P/2:00 London)

    Richard Leider- Finding Purpose in Transition Interview
  • 10:00 AM - 11:00 AM EDT
    (9:00C/8:00M/7:00P/3:00 London)

    RCA Day 1 Coffee and Introduction Meet Up
  • 11:00 AM - 11:30 AM EDT
    (10:00C/9:00M/8:00P/4:00 London)

    RCA State of the Industry
  • 11:30 AM - 12:30 PM EDT
    (10:30C/9:30M/8:30P/4:30 London)

    Ryan Frederick The Importance of Place
  • Lunch
    12:30 PM - 1:00 PM EDT
  • 1:00 PM - 1:20 PM EDT
    (12:00C/11:00M/10:00P/6:00 London)

    FranNet Sponsor Highlight
  • 1:20 PM - 2:20 PM EDT
    (12:20C/11:20M/10:20P/6:20 London)

    Raymond Jetson: Aging While Black
  • 2:20 PM - 3:20 PM EDT
    (1:20C/12:20M/11:20P/7:20 London)

    Retirement Research Panel Discussion
  • 3:20 PM - 4:00 PM EDT
    (2:20C/1:20M/12:20P/8:20 London)

    RCA Day 1 Breakouts and Round Tables
  • 7:30 PM - 8:30 PM EDT
    (6:30C/5:30M/4:30P/12:30 London)

    RCA Cocktail Hour

Day 2

9/20/2023
  • 10:00 AM - 11:00 AM EDT
    (9:00C/8:00M/7:00P/3:00 London)

    RCA Day 2 Coffee Meet Up & Introductions
  • 11:00 AM - 12:00 PM EDT
    (10:00C/9:00M/8:00P/4:00 London)

    Kerry Hannon Encore Career Coaching
  • 12:00 PM - 12:55 PM EDT
    (11:00C/10:00M/9:00P/5:00 London)

    Robert Laura Work Print: Workplace Retirement Coaching
  • Lunch
    12:55 PM - 1:15 PM EDT
  • 1:15 PM - 1:20 PM EDT
    (12:15C/11:15M/10:15P/6:15 London)

    RCA Day 2 Sponsor Highlight
  • 1:20 PM - 2:15 PM EDT
    (12:20C/11:20M/10:20P/6:20 London)

    Kari Cardinale Digital Presence & Engagement
  • 2:15 PM - 3:15 PM EDT
    (1:15C/12:15M/11:15P/7:15 London)

    Colleen Drummond Taking Stock and Vitality
  • 3:15 PM - 4:00 PM EDT
    (2:15C/1:15M/12:15P/8:15 London)

    RCA Day 2 Breakouts and Round Table Discussions
  • 7:30 PM - 8:30 PM EDT
    (6:30C/5:30M/4:30P/12:30 London)

    RCA Awards Night

Day 3

9/21/2023
  • 10:00 AM - 11:00 AM EDT
    (9:00C/8:00M/7:00P/3:00 London)

    RCA Day 3 Coffee Meet Up & Introductions
  • 11:00 AM - 12:00 PM EDT
    (10:00C/9:00M/8:00P/4:00 London)

    Laura Berman Fortgang- Getting More Yes's
  • 12:00 PM - 12:55 PM EDT
    (11:00C/10:00M/9:00P/5:00 London)

    RCA TBD
  • Lunch
    12:55 PM - 1:15 PM EDT
  • 1:00 PM - 1:15 PM EDT
    (12:00C/11:00M/10:00P/6:00 London)

    RCA Day 3 Sponsor Highlight
  • Break
    1:15 PM - 1:20 PM EDT
  • 1:20 PM - 2:10 PM EDT
    (12:20C/11:20M/10:20P/6:20 London)

    Dr Christina Luberto Transition Mindfulness
  • 2:20 PM - 3:10 PM EDT
    (1:20C/12:20M/11:20P/7:20 London)

    Rich Eisenberg & Simon Chan Unretirement & Gen X
  • Break
    3:10 PM - 3:15 PM EDT
  • 3:15 PM - 4:00 PM EDT
    (2:15C/1:15M/12:15P/8:15 London)

    RCA Resource Connection and Closing Comments
*There will be a 5-10 minute break between each session

Contact:
Mario Castrejon, Marketing Relationship Director


Contact:
Robert Laura


CertifiedRetirementCoach.org
Phone: 888-267-1138
Email: Robert Laura

Thank you for your interest in our upcoming conference! Stay tuned for conference updates, including pricing, reservations, request for speakers, agenda and more!

Please fill out the form below. Required fields are marked with an asterisk (*).

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