From Wealth to Purpose:
Designing a Fulfilling Life
After a Successful Career
A conversation for advisors whose clients are approaching retirement or an exit, asking what their wealth is really for, who they want to become, and how they want to give back.
Reserve Your Seat →Your clients have the money.
Do they have a plan for how they'll use it?
Retirement and philanthropy planning have something in common: most clients arrive at both without a strategy. This session is for advisors who want to recognize and respond to the moments when clients are ready to think about both.
The Stalled Client
"I'll wait another year" isn't a financial answer. It's often a sign the client hasn't pictured life on the other side, or what they want their wealth to mean once they get there.
The Philanthropy Opening
A comment about grandchildren, a news story about hunger, a passing mention of a cause: these aren't small talk. They're signals that a giving conversation is ready to happen.
The Missing Conversation
Identity, purpose, legacy, and giving back aren't outside your scope, but they're often outside your training. Both gaps live in the same client conversation.
Two practical tools. Zero sales pitch.
No CE credit, no product to buy. Just a framework and a reference guide you can use in your next client meeting.
The Encore Impact Framework
Three questions (Identity, Engagement, Impact) that surface what a client's next chapter actually looks like. Includes "If You Hear This, Ask This," a quick-reference guide for recognizing when a client is stalling and what to ask instead.
The Philanthropy Signal Guide
22 real client scenarios, from "my grandchildren spent the summer volunteering" to "I hate paying tax on money I don't even need," each paired with a philanthropic vehicle worth raising with your client's team.
Two specialists. One integrated framework.
Joy and Melissa work in adjacent spaces: retirement identity and philanthropic strategy. They have spent months mapping where their work overlaps with yours.
Joy Levin, CPRC
Joy spent nearly three decades as a market research consultant before becoming a Certified Professional Retirement Coach. She founded Gen X Exec Encore after noticing a pattern in her own work with executives and business owners: the people who looked most ready to retire often had a plan that covered the logistics but not the identity questions underneath them, what she calls a placeholder plan. Joy works with Gen X executives and founders to replace that placeholder with something real, and helps advisors recognize when a client's hesitation is about who they're becoming, not just what they can afford.
Melissa Rollenhagen Cristal
Melissa spent over a decade as a major gift fundraiser — first at Yale University, then leading advancement at the Smithsonian Archives of American Art. In that work, she spent thousands of hours in conversations with donors about what they wanted their wealth to mean, and what got in the way. She founded Partners in Giving after recognizing that most families arrive at philanthropy without a real strategy, and that the advisors closest to them rarely have the time or the tools to build one. She works with families to fill that gap, and with advisors to help them recognize when a client is ready to have the conversation.
Tuesday, October 7 · 60 minutes · Free
Limited to a small group to keep the conversation interactive. If you work with clients approaching retirement or exit who are asking what comes next, or what their wealth is really for, this is for you.
Reserve Your Seat →