2024 Annual Symposium

Symposium Agenda

9:30am         Welcome

9:45            Why Talk About Post-Primary Career? How Retirees Can Find Meaning, Live with Purpose, & Leave a Legacy
Tony Hixon, CIMA, FRC; Chief Executive Officer, Hixon Zuercher Capital Management

In 2002, Tony Hixon launched his fee-only wealth management firm focused on helping clients achieve their financial goals. After Tony’s mom retired and tragically took her own life in 2011 due to the loss of purpose, Tony realized the importance of planning for both financial security and a fulfilling lifestyle in retirement. This personal tragedy encouraged Tony to help his pre-retiree clients avoid the same mistakes and ensure a purposeful transition into retirement.

10:15            Planning for Your Post-Primary Career

Richard Eisenberg, Unretired freelance writer and editor; “The View From Unretirement”, columnist at MarketWatch; freelancer for Fortune, Next Avenue and AARP; co-host of “Friends Talk Money” podcast for people 50+ and director NYU Summer Publishing Institute Digital Media Strategies program

Discover why and how Richard planned for his “unretirement” and what fellow “unretirees” might consider for their own lives. He will outline his five keys to a successful ‘unretirement’.

11:15            Ageism’s Impact on Retirement

Janine Vanderburg, CEO, Encore Roadmap

More and more of us plan to work past traditional “retirement age.” But ageism—ours and that of others–can get in the way. In this interactive workshop, Janine will share how internalized ageism and ageism directed against us can interfere with pursuing our encore paths, specific strategies and tips for addressing internalized and workplace ageism and the business case for older workers.

Noon            Lunch (Included with In Person Registration)

1:00              Finding Your Meaning and Purpose

Anna Hall, Founder, The Purpose Equation

Senior living is brimming with opportunities for meaning-making that improve resident and employee engagement. Explore your own purpose and discover purpose activation skills to elevate your ability to deliver joy and meaning-making that are the foundations for retention, belonging, collaboration, and leadership.

2:00              Renewment: A New Model for Retirement

Helen Dennis, Columnist, author, lecturer on age & the new retirement; Author of Project Renewment

This is the first generation of working women who can expect to live decades beyond retirement with no role models. Renewment is a forum and a community of career women 55+ that supports their transition from work to retirement. Renewment–a combination of retirement and renewal–suggests optimism and opportunity, growth and self-discovery.

2:20              Aging Well Beyond Your Primary Career

Donna Kastner, Managing Director, Age Well Dayton

What do we need to know and do in order to age well into the years after our primary careers? What can we do now so that we are better prepared for our ‘retirement’ life?

2:40              What Comes Next?

Rev. Beth Long-Higgins, VP Engagement and Director, Ruth Frost Parker Center for Abundant Aging at United Church Homes

Putting it all together, Beth will help us think through future implications for post-career life.

3:00              Closing Remarks

3:15              Program Concludes

Register Now!

Continuing Education
The Ohio Board of Executives of Long-Term Services & Supports (BELTSS) has approved the Symposium for 4.0 clock hours. To receive full credit, you must be present (online or in person) for the entire event.