5th Annual

Retirement Coaches Association Conference

September 21-23 2021 Virtual Summit 11am-4pm ESTRegister Now

Agenda: Tuesday Sept 21, 2021

All Sessions will be recorded and made available to attendees based on your package access (See registration). The non-panel sessions will include dynamic and interactive content from industry leaders. Each session will allow for a short break-out group at the end of each presentation to both connect and discuss the material with a small cohort.

10:30 am - 11:00 am
Coffee, Tea, & Networking

11:00 am - 11:30 am
Opening Comments: State Of The Industry
Speaker: Robert Laura
RCA founder and president, Robert Laura opens the conference with highlights from the current year and major initiatives for the next one.

11:30 am - 12:20 pm
The Longevity Economy & 8,000 Days of Retirement
Speaker: Dr Joe Coughlin Ph.D. - MIT Age Lab
In this keynote presentation, Dr Coughlin will explore the impact of longer life spans and what the MIT age lab and other professionals can do to not only embrace for changing demographics but design their business around opportunities related to it, including retirement coaches.

12:20 pm - 12:30 pm
Short Break

12:30 pm - 1:20 pm
Panel Discussion: Aging Trends & Ageism
Speakers: Scott Fulton, Kyrie Carpenter, Ryan Backer
Learn about the trends in aging design and implementation as well as tools and resources to combat and help clients deal with ageism,

1:20 pm - 1:45 pm
Short Lunch Break

1:45 pm - 2:00pm
Sponsor Interview:
FranNet Franchise Experts

2:00 pm - 2:50 pm
A Philosophical Approach To Retirement:
Speaker: Robert Laura, Retirement Pioneer & Activist
Robert will take a deep dive into popular aspects of philosophy and share specific applications for helping clients reframe retirement and develop their own game-changing philosophy for life after work.

2:50 pm - 3:00 pm
Short Break

3:00 pm - 3:50 pm
Unlock The Power Of Purpose
Speaker: Richard Leider, Purpose Company
“What do you value most in life and are you devoting your time and energy to what you care most about?” Explore your life purpose and how it gets expressed in daily life. Purpose is NOT a luxury. Science and faith agree that it is fundamental to health, healing, happiness, retirement, and, even, longevity.

7:30 pm - 8:30 pm
Cocktail hour / network with fellow coaches

Agenda: Wednesday Sept 22, 2021

All Sessions will be recorded and made available to attendees based on your package access (See registration). The non-panel sessions will include dynamic and interactive content from industry leaders. Each session will allow for a short break-out group at the end of each presentation to both connect and discuss the material with a small cohort.

10:30 am - 11:00 am
Coffee, Tea, & Networking

11:00 am - 11:50 am
Design Thinking
Speakers: Marty Whalen &Chris Stevens, Notre Dame's Inspired Leadership Institute
Interactive session where attendees will better understand how design thinking uses an innovative problem-solving process rooted in a unique set of skills

11:50 pm - 12:00 pm
Short Break

12:00 pm - 12:50 pm
Media Trends & Insights
Speakers: Rich Eisenberg, Kerry Hannon, Chris Ferrell
Learn what are the hot topics and trends from top media professionals and learn how to work with the media, become a credible source, and what it takes to write for major outlets

12:50 pm - 1:15 pm
Short Lunch Break

1:15 pm - 1:30pm
Sponsor Interview:
Notre Dame's Inspired Leadership Institute

1:30 pm - 2:20 pm
Panel Discussion: Frontline Marketing
Speakers: Babs Plunkett, Mary Morency, Jeannette LaLonde
Hear from three top retirement coaches who will share their plans and processes for developing a digital marketing plan as well as gaining entry into the corporate HR space.

2:20 pm - 2:30 pm
Short Break

2:30 pm - 3:20 pm
Panel Discussion: Presence, Influence, & Community
Speakers: Mike Drak, Fritz Gilbert, Susan Williams
What does it take to raise your profile and be recognized as an industry expert and top retirement coach? What does it take to build a monetize a blog, and how can you build a tribe and network your way to the top? Tope retirement experts share what they did are continue to do to grow their businesses.

3:20 pm - 3:30 pm
Short Break

3:30 pm - 4:00 pm
Fishbowl Discussion: Everything Marketing
Experts: Fritz Gilbert, Susan Williams, and Lisa Downs,
Join us as your biggest and most important marketing questions are answered by experts.

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7:30 pm - 8:30 pm
Awards Night / Cocktail hour / network with fellow coaches

Agenda: Thursday Sept 23, 2021

All Sessions will be recorded and made available to attendees based on your package access (See registration). The non-panel sessions will include dynamic and interactive content from industry leaders. Each session will allow for a short break-out group at the end of each presentation to both connect and discuss the material with a small cohort.

10:30 am - 11:00 am
Coffee, Tea, & Networking

11:00 am - 11:50 am
Most Common Business Mistakes
Speaker: Jania Bailey, FranNet CEO
This session will highlight the common pitfalls and traps that business owners can fall into and need to avoid.

11:50 pm - 12:00 pm
Short Break

12:00 pm - 12:50 pm
Panel Discussion: The Power Of Rebranding
Speakers: Bruce Frankel, Dorian Mintzer PhD, Beau Henderson
We all start our businesses with an initial vison and direction but over time it becomes necessary to refocus and rebrand. learn how these experts are leading a rebrand effort, using old content in new ways and using the new retirement narrative to redefine their business

12:50 pm - 1:15 pm
Short Lunch Break

1:15 pm - 1:30pm
Sponsor Interview:
Certified Professional Retirement Coach Designation

1:30 pm - 2:20 pm
Panel Discussion: Niche Marketing
Speakers: Larry Jacobson, Sara Geber, Robert Laura
Join the top retirement coaches who have develop niche markets. Hear what has worked, not worked, the pros and cons of a niche market, and how you can find and thrive in your own niche.

2:20 pm - 2:30 pm
Short Break

2:30 pm - 3:10 pm
Fishbowl Discussion 2: Fees & Financial Advisors
Experts: Mike Drak, Marianne Oehser, Reid Stone
Join us as your biggest and most important fee and advisor questions are answered by experts.

3:10 pm - 3:20 pm
Short Break

3:20 pm - 4:00 pm
Conference Closing
Host: Robert Laura
Join us as we discuss the collective conference experience, share key take-aways, and make commitments to come back stronger together next year .

7:30 pm - 8:30 pm
Cocktail hour / network with fellow coaches

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