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Defining Purpose in Retirement

During this webinar, we take an in-depth look at how to define meaning and purpose in your life, and the impact this can have on creating more joy and overall fulfillment in your Second Act. It's not just a financial plan... it is a life plan.

​​​​​​​How to plan your retirement to fulfill your vision and purpose for you and your Family

Have you ever thought about what brings you the most fulfillment in life? What gives you energy? What are you passionate about?

These are all important questions to ask yourself at any age, but especially so as you prepare for retirement.

During this webinar, we take an in-depth look at how to define meaning and purpose in your life, and the impact this can have on creating more joy and overall fulfillment in your Second Act. It's not just a financial plan... it is a life plan.

Here's what we will cover​​​​​​​:
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  • Why purpose is at the core of the Howard Bailey planning process and its role in your financial plan and your life plan
  • Questions you should ask yourself today to define what brings you meaning and purpose in life
  • How to map out your ideal day, month and year in retirement so that it brings you joy as time goes on
  • Why Return On Life (ROL) is crucial to building your best retirement
  • Why it's important to define your mission, vision and values, and how these concepts should guide your investment decisions​​​​​​​


Chris smith Chris smith
About our Co-Presenter

Chris Smith is the creator of The Campfire Effect, a proven framework to help entrepreneurs and brands tell their stories. He’s since used his experiences in the world of business to create Family Brand, a powerful way for families to discover how to create an intentional culture in their own homes to foster love, joy and connection.