A Small-Group Retirement Workshop
Design Your Next Chapter With Clarity, Purpose, and Momentum
A reflective, practical, and conversational workshop for accomplished professionals stepping away from full-time work and intentionally shaping what comes next.
Move beyond the retirement date and begin designing a life that feels purposeful, connected, active, balanced, and genuinely your own.
6 Weekly Sessions
8–12 Participants
Live Zoom or In Person
Five Ps™ Framework
The Retirement Reality
The Financial Plan May Be Ready. Your Life Plan May Not Be.
For decades, work provides far more than income. It creates structure, identity, challenge, status, relationships, contribution, and a reason to get moving each morning.
When full-time work ends, the freedom can feel exhilarating. It can also feel unexpectedly disorienting. Days become less structured. Professional relationships fade. Couples discover they have different expectations. Activities that sounded appealing may not provide lasting meaning.
Nothing is wrong with you when retirement takes adjustment. It is a major life transition, not an extended vacation.
A successful retirement is not simply time away from work. It is a life intentionally designed around what matters now.
Why This Workshop
Freedom Becomes More Fulfilling When It Has Direction
Most people have spent years planning how to retire financially. Far fewer have had the space, tools, or conversation partners to think deeply about how they want retirement to feel.
This workshop creates that space. It helps you step back from other people's expectations and explore your own priorities. You will not be handed a rigid formula. You will be invited to reflect, experiment, learn from others, and make thoughtful choices.
The goal is not to leave with every answer. The goal is to leave with greater clarity, stronger questions, and practical next steps.
Who This Is For
Designed for Accomplished Professionals in Transition
Approaching Retirement
You are preparing to step away from full-time work and want to be intentional before the transition.
Recently Retired
You have left work but are still discovering the rhythm, relationships, and activities that fit.
Rethinking Retirement
Retirement is not unfolding as expected, and you want renewed direction without starting over.
Seeking Meaning
You have plenty to do, yet still wonder what will provide deeper purpose and contribution.
Navigating as a Couple
You and your partner want to create shared expectations while preserving individual interests.
Ready to Experiment
You are open to reflection, conversation, and small real-world tests rather than waiting for certainty.
A Thoughtful Fit
This Is Not a Lecture Series or Financial Seminar
The workshop is highly participatory. It works best for people willing to reflect, listen, exchange ideas, and try small experiments between sessions.
It does not provide investment advice, legal guidance, therapy, or a one-size-fits-all retirement formula. Personal disclosure is always optional, and participants decide what they want to share.
The atmosphere is supportive, respectful, practical, and forward-looking.
You May Be a Strong Fit If…
- You want more than a busy calendar
- You value meaningful conversation
- You are open to learning from peers
- You want practical next steps
- You are willing to experiment
The Five Ps™ Retirement Framework
Five Interconnected Elements of a Fulfilling Next Chapter
Arthur created the Five Ps™ Framework to give people a practical way to look at retirement as a whole life rather than a collection of activities.
Each P matters on its own, but the real power comes from seeing how they work together. Purpose influences Projects. People affect Passion. Pace determines whether your plans feel energizing or exhausting. A change in one area often creates movement in the others.
01 — Purpose
What Gives This Chapter Meaning?
Purpose does not have to be a grand mission or another demanding career. It can be expressed through mentoring, caregiving, advocacy, creativity, faith, volunteering, learning, family, or simply becoming more available to the people who matter.
The important question is not, “What should I do now?” It is, “Where do I feel useful, engaged, and connected to something larger than myself?”
Workshop Questions
What do you still care deeply about? Where is your experience useful? What would feel worth showing up for, even if no one paid you?
A Small Experiment
Schedule one conversation with a person or organization connected to an issue, community, or form of contribution that interests you.
A Small Experiment
Identify one relationship to deepen, one community to explore, and one person you have been meaning to contact.
02 — People
Who Will Be Part of Your Life Now?
Work creates a built-in social world. Retirement can quietly shrink that world unless you intentionally maintain old relationships and create new ones.
People includes family, close friends, activity partners, neighbors, communities, professional peers, and the casual connections that make daily life feel human.
Workshop Questions
Which relationships energize you? Where do you feel belonging? Are you relying on one person to meet too many of your social needs?
03 — Projects
What Will Engage Your Mind and Energy?
Projects provide direction without requiring a new full-time identity. They might include writing, travel planning, restoring something, teaching, serving on a board, learning an instrument, improving your health, launching a small venture, or completing a long-delayed goal.
The best retirement projects are meaningful enough to matter and flexible enough to fit the life you want.
Workshop Questions
What have you postponed? What challenge would stretch you? What could you complete, build, learn, repair, organize, or contribute?
A Small Experiment
Choose one project that can be tested in two weeks rather than committing to a year-long obligation.
A Small Experiment
Design one ideal week on paper, including activity, connection, contribution, exercise, unstructured time, and rest.
04 — Pace
What Rhythm Supports the Life You Want?
Some people recreate the intensity of work and become overscheduled. Others lose structure and feel adrift. Pace is the deliberate balance between commitments and freedom, stimulation and recovery, social time and solitude.
Your ideal pace may change across seasons, health conditions, family needs, and stages of retirement.
Workshop Questions
How much structure helps you thrive? When do you feel rushed? When do you feel under-engaged? What deserves a place on your calendar—and what does not?
05 — Passion
What Makes You Feel Alive, Curious, and Fully Present?
Passion is broader than a lifelong calling. It includes enjoyment, curiosity, creativity, adventure, playfulness, beauty, movement, and the interests that make time disappear.
Retirement can be a chance to recover interests that work pushed aside and discover new ones without needing to be especially talented or productive.
Workshop Questions
What activities absorb you? What did you enjoy before life became so responsible? What would you try if you did not need to be good at it?
A Small Experiment
Try one new or neglected activity three times before deciding whether it belongs in your life.
How the Five Ps™ Work Together
Retirement Is a System, Not Five Separate Checklists
Purpose + Projects
Meaning becomes tangible when it is expressed through something you can do, build, learn, or contribute.
People + Passion
Enjoyment grows when shared with others, and relationships deepen through common interests.
Pace + Everything
The right rhythm determines whether your retirement feels energizing, sustainable, and genuinely yours.
The Transition Journey
You Do Not Need to Get Retirement Right on the First Try
1. Leaving
Separating from the role, rhythm, and identity of full-time work.
2. Adjusting
Experiencing freedom, uncertainty, relief, grief, or a mixture of all four.
3. Exploring
Noticing interests, possibilities, relationships, and unmet needs.
4. Experimenting
Testing activities and commitments before making large decisions.
5. Integrating
Creating a rhythm that reflects your evolving priorities and values.
The Six-Week Experience
A Structured Journey From Reflection to Action
Week 1: The Transition
Understand what retirement changes and identify the assumptions shaping your expectations.
Week 2: Purpose & Identity
Explore meaning, contribution, strengths, values, and the identity you want to carry forward.
Week 3: People & Belonging
Assess relationships, community, couple dynamics, and your future social world.
Week 4: Projects & Passion
Generate possibilities for learning, contribution, creativity, challenge, and enjoyment.
Week 5: Pace & Structure
Design a sustainable rhythm that balances commitments, flexibility, energy, and rest.
Week 6: Your Next-Chapter Plan
Integrate your insights, choose experiments, and create a realistic 90-day roadmap.
What You Receive
A Complete Small-Group Learning Experience
Six live facilitated sessions
Each session builds on the previous week and combines teaching, reflection, and discussion.
Small cohort of 8–12 participants
Large enough for varied perspectives and small enough for meaningful conversation.
Guided exercises and Five Ps™ tools
Practical worksheets help you translate insight into action.
Peer insight and accountability
Learn from others navigating similar questions without comparing or competing.
Your personal 90-day next-chapter plan
Finish with priorities, experiments, and concrete next steps.
How the Workshop Is Offered
Choose the Format That Fits
6-Week Small-Group Workshop — Zoom
The primary format, designed for consistent participation, depth, and connection across a small cohort.
- Six weekly facilitated sessions
- 8–12 participants
- Exercises and workshop tools
- Peer discussion and insight
$395–$495 per participant
Exact fee varies by cohort.
In-Person Workshop — Organizations
A hosted on-site experience for universities, community groups, service clubs, professional associations, and employers.
- On-site facilitation
- Customized pacing
- Workshop materials included
- Audience-specific emphasis
Starting at $1,500
Final fee depends on scope, location, group size, and format.
Imagine One Year From Now
Your Calendar Reflects What Matters—Not Just What Was Available
You have a weekly rhythm that gives your days structure without making them feel crowded. You are contributing in ways that use your experience, but you are no longer defined by a job title.
Your relationships feel more intentional. You have projects that engage your mind, activities that strengthen your body, and interests that bring energy and enjoyment. You are still experimenting, but you no longer feel as though you are waiting for retirement to begin.
You have not created a perfect retirement. You have created a retirement that belongs to you.
Continue Exploring
Free Five Ps™ Retirement Resources
Five Ps™ Self-Assessment
Take a broad look at purpose, people, projects, pace, and passion.
Retirement Readiness Checklist
Identify areas that deserve attention beyond financial preparation.
Ideal Retirement Week
Experiment with a weekly rhythm that balances structure and freedom.
Visit the Accelerant Coach resource library to access the complete collection of guides, planners, and reflection tools.
Frequently Asked Questions
Questions About the Workshop
Is the workshop offered live or on Zoom?
Yes. The introductory talk may be delivered live or via Zoom. The full workshop is offered as a six-week small-group Zoom experience or, by arrangement, as an in-person workshop for organizations.
Why is the Zoom workshop participant-paid?
Participants may come from multiple talks and organizations. The participant-paid model allows Arthur to create a consistent cohort, maintain a small group, and offer the workshop on a reliable schedule.
What is the cost of the Zoom workshop?
The investment is $395–$495 per participant, depending on the cohort and included materials.
What is the cost of an in-person workshop?
In-person organizational workshops begin at $1,500. The final fee depends on location, group size, program length, customization, and travel requirements.
How many participants are included?
Workshops are intentionally kept small—typically 8–12 participants—to support meaningful dialogue, reflection, and connection.
Is this a financial or retirement-planning program?
No. The workshop focuses on identity, purpose, relationships, meaningful activity, pace, and life design. It complements—but does not replace—financial, legal, or tax planning.
Can couples participate together?
Yes. Couples are welcome, and the workshop can help partners discuss shared expectations while also honoring individual interests and needs.
Is individual coaching included?
Individual coaching is not included in the workshop fee. It is available separately for participants who want personalized support.
Will I be required to share personal information?
No. Reflection is encouraged, but personal disclosure is always optional. Participants choose what they want to discuss with the group.
What happens if I miss a session?
Attendance expectations and make-up options are explained before each cohort begins. Because the workshop relies on continuity and group connection, participants are encouraged to attend all six sessions.
Your Next Chapter Will Not Design Itself
Begin With a Conversation
Whether you are interested in joining an upcoming Zoom cohort or hosting a workshop for your organization, Arthur would be glad to learn what you are looking for and help determine whether the experience is a good fit.