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Thursday, March 30, 2023 Live Webcast

Retirement Planning: Next Stage for You or Your Client (X2-32059)

12:00 PM - 2:00 PM EST

Vendor Platform

2 CPE Credits in SK


If you or your clients are facing that stage of life where careers are passing into the background, and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared, and most are both.


A professional considering, planning or engaged in retirement for oneself or for one's clients


After attending this program you will be able to...

  • Recognize a healthy and holistic understanding of this new stage of life.
  • Recognize new sense of direction and purpose for your life.
  • Recall what needs to change or remain regarding your financial conditions, relationships and healthy habits.
  • Recognize a new way to describe yourself and your identity.
  • Develop a Master Plan for being successful in this new stage of your life.
  • Recall a few key ideas that you can do now which will prepare yourself for this stage later.


The major topics covered in this class include:

  • Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about
  • It's About Time -- Discovering a new sense of purpose
  • Money Matters -- Assessing your financial conditions
  • Relationships Matter Too -- Addressing needed or potential changes in your relationships
  • Healthy Habits -- Examining new or renewed ways to stay healthy
  • Who I Am -- Creating a new identity, and answering "So what do you do?"
  • My Master Plan -- Figuring out what to do next








Tom Wilson

Tom Wilson, M.B.A., CCP

As a nationally recognized author and management consultant, Tom Wilson is a master problem-solver, synthesizer and communicator. Tom's career has focused on researching complex information and making it understandable and actionable. He has run his own consulting company, Wilson Group, for twenty-five years, providing hundreds of companies with insightful guidance in developing and expanding their businesses. The Wilson Group is a consulting firm with a simple mission – To help our clients implement their strategy and build their desired culture by aligning their total compensation and reward programs with the key success drivers of the business. They focus on mid-market companies throughout New England (and the world) and bring the experience of working in multiple industries to companies seeking to upgrade how to manage and reward their people.

Tom is the author of four books and more than 30 articles and book chapters. He has presented at conferences and webinars around the world. Prior to forming Wilson Group, Tom was the National Director of Rewards for Aubrey Daniels & Associates; Partner and General Manager of New England for Hay Group, Inc.; and Director of Organizational Consulting for the Forum Corporation. He holds a Master’s degree from Vanderbilt Owen School of Management and Bachelor’s degree from Southern Methodist University. He lives in Concord with his wife, Martha and regularly hike the trails of Concord with his dog Ollie. He can be contacted at and at the website for he new book:


$69.00 - Member

$79.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.


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CPA Crossings